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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
676
Oppenheimer Asset Management
New York
$319K +$47K +961 +17%
FWM
677
Focused Wealth Management
New York
$319K -$2.54K -52 -0.8%
RPC
678
Rossmore Private Capital
Connecticut
$319K – – –
PA
679
Pineridge Advisors
Missouri
$318K +$319K +6,533 New
WGCA
680
Wolf Group Capital Advisors
Virginia
$318K -$144K -2,941 -31%
OSNBOA
681
Old Second National Bank of Aurora
Illinois
$317K -$2.69K -55 -0.8%
AWM
682
Apollon Wealth Management
South Carolina
$317K +$6.01K +123 +2%
HWMC
683
Heritage Wealth Management (California)
California
$312K – – –
ST
684
Smithfield Trust
Pennsylvania
$312K – – –
AC
685
Arjuna Capital
North Carolina
$311K +$312K +6,391 New
BFA
686
Bill Few Associates
Pennsylvania
$310K +$90.2K +1,845 +41%
CA
687
Clearstead Advisors
Ohio
$310K +$271K +5,536 +673%
BP
688
Ballentine Partners
Massachusetts
$310K – – –
Manulife (Manufacturers Life Insurance)
689
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309K -$94.8K -1,940 -23%
FFA
690
Fragasso Financial Advisors
Pennsylvania
$308K -$120K -2,465 -28%
APWA
691
Atlas Private Wealth Advisors
New Jersey
$306K +$307K +6,279 New
MGW
692
MB Generational Wealth
Washington
$304K -$118K -2,413 -28%
KCM
693
KM Capital Management
Texas
$300K +$301K +6,158 New
MCCP
694
Mission Creek Capital Partners
California
$299K -$7.04K -144 -2%
BI
695
Berkeley Inc
Idaho
$298K – – –
LWM
696
Liberty Wealth Management
California
$297K +$298K +6,096 New
SFS
697
Stiles Financial Services
Minnesota
$295K -$2.3K -47 -0.8%
ZF
698
Zega Financial
Florida
$295K -$29.8K -609 -9%
HSA
699
HBK Sorce Advisory
Pennsylvania
$295K -$200K -4,083 -40%
OC
700
Oppenheimer & Co
New York
$292K -$10.5K -215 -3%