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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
701
McGlone Suttner Wealth Management
Wisconsin
$654K +$60 +1 +0%
PFA
702
Perryman Financial Advisory
Texas
$653K +$299 +5 +0%
MG
703
Mather Group
Illinois
$652K -$93.5K -1,563 -13%
Vanguard Advisers Inc
704
Vanguard Advisers Inc
Pennsylvania
$651K +$3.17K +53 +0.5%
RPC
705
Rossmore Private Capital
Connecticut
$650K – – –
Bank of Montreal
706
Bank of Montreal
Ontario, Canada
$649K -$66.8K -1,116 -9%
DFG
707
Dynamic Financial Group
Iowa
$649K +$79.9K +1,335 +14%
ST
708
Smithfield Trust
Pennsylvania
$646K – – –
DC
709
Davenport & Co
Virginia
$645K +$105K +1,755 +20%
CFG
710
Copley Financial Group
California
$639K -$86.8K -1,450 -12%
F4L
711
Fortune 45 LLC
Louisiana
$638K +$2.75K +46 +0.4%
CF
712
Centaurus Financial
California
$638K +$6.22K +104 +1%
MT
713
Midwest Trust
Kansas
$637K +$55.1K +921 +10%
ECM
714
Evergreen Capital Management
Washington
$636K – – –
YIA
715
YHB Investment Advisors
Connecticut
$631K +$35.9K +600 +6%
PWM
716
Peak Wealth Management
New Hampshire
$631K – – –
JCM
717
Jacobi Capital Management
Pennsylvania
$630K -$41.1K -687 -6%
TPF
718
Tribridge Partners Financial
Maryland
$626K -$13.2K -220 -2%
6F
719
626 Financial
Michigan
$624K – – –
SL
720
Sentinus LLC
Illinois
$620K +$3.71K +62 +0.6%
IFPL
721
Investments & Financial Planning LLC
Kentucky
$612K -$8.98K -150 -1%
GJIA
722
Glass Jacobson Investment Advisors
Maryland
$606K -$7.3K -122 -1%
WETS
723
Wealth Enhancement Trust Services
South Dakota
$602K +$13K +218 +2%
PFA
724
Pathway Financial Advisors
Vermont
$600K – – –
KCM
725
Key Capital Management
Tennessee
$599K +$51K +852 +9%