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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
551
Heritage Wealth Management (Arizona)
Arizona
$26K -$3.95K -104 -12%
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K – – –
CDIA
553
Capital Directions Investment Advisors
Georgia
$25K -$27.3K -720 Closed
PWMG
554
Prestige Wealth Management Group
New Jersey
$24K -$19K -500 -42%
WWM
555
Wolff Wiese Magana
California
$24K -$1.29K -34 -5%
CHC
556
City Holding Co
West Virginia
$24K – – –
ACA
557
Atlas Capital Advisors
Wyoming
$23.6K – – –
CFB
558
Cullen/Frost Bankers
Texas
$23K – – –
SBL
559
Sargent Bickham Lagudis
Colorado
$22K +$152 +4 +0.6%
CHA
560
Carmichael Hill & Associates
Maryland
$20K +$22.4K +591 New
BWA
561
BDO Wealth Advisors
Florida
$19K +$21.3K +562 New
WPWM
562
Western Pacific Wealth Management
Illinois
$18K +$19.8K +522 New
BLC
563
Brown, Lisle/Cummings
Rhode Island
$17.2K – – –
CFO
564
CVA Family Office
Colorado
$16K – – –
HI
565
Hoey Investments
Pennsylvania
$16K +$17.6K +464 New
PMFA
566
Plante Moran Financial Advisors
Michigan
$15K -$9.79K -258 -37%
WTC
567
WhitTier Trust Company
Nevada
$13K – – –
Citigroup
568
Citigroup
New York
$13K +$1.25K +33 +10%
GM
569
GeoWealth Management
Illinois
$13K +$14.8K +391 New
TAM
570
Tucker Asset Management
Colorado
$12.4K +$12.3K +323 New
GA
571
GoalVest Advisory
New York
$12K +$13.1K +344 New
TWA
572
TCI Wealth Advisors
Arizona
$12K +$13.2K +349 New
BONH
573
Bank of New Hampshire
New Hampshire
$11K – – –
TWM
574
Tradition Wealth Management
Minnesota
$11K – – –
CIAS
575
Capital Investment Advisory Services
North Carolina
$10K -$4.02K -106 -27%