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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
576
KeyBank National Association
Ohio
$231K +$228K +5,942 New
SW
577
SMART Wealth
Nebraska
$230K +$227K +5,914 New
MOS
578
MGO One Seven
Ohio
$230K -$74.7K -1,949 -25%
GA
579
Goldstein Advisors
Wisconsin
$229K +$226K +5,891 New
TFS
580
TrustCore Financial Services
Tennessee
$228K +$81K +2,114 +56%
TP
581
Tranquility Partners
Tennessee
$228K +$224K +5,854 New
SA
582
SFI Advisors
New Jersey
$227K +$224K +5,840 New
FG
583
Fiduciary Group
Georgia
$227K
OSNBOA
584
Old Second National Bank of Aurora
Illinois
$220K +$24.7K +644 +13%
WCFA
585
Walkner Condon Financial Advisors
Wisconsin
$219K +$215K +5,624 New
GCP
586
Gill Capital Partners
Colorado
$219K +$215K +5,622 New
VWA
587
V Wealth Advisors
Kansas
$217K +$214K +5,581 New
CWM
588
CCG Wealth Management
California
$216K +$213K +5,556 New
RWPA
589
Richard W. Paul & Associates
Michigan
$216K +$212K +5,543 New
VIM
590
Vista Investment Management
Pennsylvania
$214K +$210K +5,493 New
FGAM
591
Financial Gravity Asset Management
Texas
$212K -$7.28K -190 -0.6%
AR
592
Apeiron RIA
Texas
$212K -$51.5K -1,344 -20%
PFM
593
Parsec Financial Management
North Carolina
$211K +$208K +5,422 New
FFA
594
Founders Financial Alliance
North Carolina
$210K +$8.7K +227 +4%
ICP
595
Interchange Capital Partners
Pennsylvania
$209K +$206K +5,376 New
FA
596
FDx Advisors
Illinois
$209K +$206K +5,376 New
CWG
597
Crown Wealth Group
North Carolina
$209K +$205K +5,364 New
RPCONE
598
Retirement Planning Company of New England
Rhode Island
$208K +$205K +5,354 New
BA
599
Ballast Advisors
Minnesota
$207K
VVP
600
Venture Visionary Partners
Ohio
$205K +$202K +5,270 New