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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
676
Pathway Financial Advisors
Vermont
$538K – – –
SB
677
Strategic Blueprint
Georgia
$536K +$15K +278 +3%
AWA
678
Arbor Wealth Advisors
Michigan
$534K – – –
DC
679
Darrow Company
Massachusetts
$532K +$1.62K +30 +0.3%
KA
680
Kovack Advisors
Florida
$522K -$61.9K -1,149 -11%
LFA
681
LGT Financial Advisors
Texas
$521K -$240K -4,450 -32%
KAS
682
KPP Advisory Services
Kentucky
$505K +$4.42K +82 +0.9%
IP
683
Investment Partners
Ohio
$498K – – –
KIM
684
Kestra Investment Management
Texas
$495K +$41.7K +775 +9%
OP
685
ORG Partners
Indiana
$489K – – –
MW
686
MBL Wealth
North Carolina
$489K – – –
YIA
687
YHB Investment Advisors
Connecticut
$484K +$8.83K +164 +2%
TWM
688
Trueblood Wealth Management
Ohio
$481K +$1.51K +28 +0.3%
Vanguard Group
689
Vanguard Group
Pennsylvania
$481K +$55.4K +1,028 +13%
KIA
690
Kraematon Investment Advisors
Massachusetts
$476K +$969 +18 +0.2%
CS
691
Crescent Sterling
Louisiana
$475K +$5.12K +95 +1%
BWL
692
Bogart Wealth LLC
Virginia
$473K -$339K -6,296 -42%
OC
693
Oarsman Capital
Wisconsin
$472K -$54 -1 -0%
BA
694
Bluesphere Advisors
Pennsylvania
$468K – – –
TNBTD
695
Trustmark National Bank Trust Department
Mississippi
$468K -$1.56K -29 -0.3%
BBPWM
696
Blue Bell Private Wealth Management
Pennsylvania
$462K -$13.1K -244 -3%
AIA
697
Acute Investment Advisory
Arizona
$461K -$111K -2,058 -20%
PFA
698
Portland Financial Advisors
New York
$459K – – –
CFS
699
Compass Financial Services
Iowa
$457K +$592 +11 +0.1%
SMA
700
Sage Mountain Advisors
Georgia
$456K +$21.2K +394 +5%