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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
601
Goldstein Advisors
Wisconsin
$232K -$3.46K -80 -1%
HW
602
Hancock Whitney
Mississippi
$231K -$127K -2,936 -34%
AWM
603
Apollon Wealth Management
South Carolina
$231K -$2.38M -55,016 -91%
ISWM
604
Independent Solutions Wealth Management
New York
$230K -$852K -19,666 -78%
RPCONE
605
Retirement Planning Company of New England
Rhode Island
$228K -$7.84K -181 -3%
WSTAM
606
Wilbanks Smith & Thomas Asset Management
Virginia
$228K
MSAM
607
Moloney Securities Asset Management
Missouri
$228K -$189K -4,361 -44%
MSFS
608
Main Street Financial Solutions
Pennsylvania
$224K +$235K +5,424 New
ICP
609
Interchange Capital Partners
Pennsylvania
$222K +$1.08K +25 +0.5%
FA
610
FDx Advisors
Illinois
$222K +$1.08K +25 +0.5%
CA
611
Cambridge Advisors
Nebraska
$222K
SFS
612
Stiles Financial Services
Minnesota
$218K +$228K +5,275 New
PWA
613
Provenance Wealth Advisors
Florida
$215K +$226K +5,211 New
ECM
614
Evergreen Capital Management
Washington
$215K +$225K +5,200 New
HIP
615
HUB Investment Partners
Texas
$214K
SWM
616
SFG Wealth Management
Maryland
$213K +$6.54K +151 +3%
EFG
617
Everhart Financial Group
Ohio
$212K +$6.45K +149 +3%
CWP
618
Concord Wealth Partners
Virginia
$212K -$71.7K -1,655 -24%
KeyBank National Association
619
KeyBank National Association
Ohio
$211K -$3.08K -71 -1%
ACI
620
Alpha Cubed Investments
California
$211K +$222K +5,118 New
GW
621
GW & Wade
Massachusetts
$209K +$219K +5,059 New
DSA
622
Droms Strauss Advisors
Missouri
$207K
LWMG
623
Levy Wealth Management Group
Pennsylvania
$207K +$346 +8 +0.2%
LC
624
LCNB Corp
Ohio
$206K
NCM
625
Northwest Capital Management
Oregon
$205K +$31.7K +733 +17%