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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCC
726
Hirtle Callaghan & Co
Pennsylvania
$213K -$19.6K -411 -9%
FWM
727
Forza Wealth Management
Florida
$209K +$199K +4,165 New
FAM
728
Formidable Asset Management
Ohio
$206K +$196K +4,105 New
WAS
729
Winch Advisory Services
Wisconsin
$202K +$954 +20 +0.5%
LA
730
LexAurum Advisors
Kansas
$200K +$191K +4,000 New
PSIWM
731
Paradigm Strategies in Wealth Management
Minnesota
$200K +$191K +4,000 New
GWS
732
Glassman Wealth Services
Virginia
$192K +$67.8K +1,423 +59%
AP
733
Atwood & Palmer
Missouri
$189K
BAM
734
Byrne Asset Management
New Jersey
$187K -$17.2K -360 Closed
NFSG
735
Newbridge Financial Services Group
Florida
$185K -$81.4K -1,707 -32%
Qube Research & Technologies (QRT)
736
Qube Research & Technologies (QRT)
United Kingdom
$182K +$109K +2,278 +168%
RIL
737
Rothschild Investment LLC
Illinois
$176K +$167K +3,504 New
LFA
738
LGT Financial Advisors
Texas
$175K +$166K +3,485 New
EWM
739
Evermay Wealth Management
Virginia
$173K +$13.3K +280 +9%
BLC
740
Brown, Lisle/Cummings
Rhode Island
$173K +$71.5K +1,500 +77%
TAM
741
Tucker Asset Management
Colorado
$168K +$160K +3,346 New
PP
742
PrairieView Partners
Minnesota
$159K
ITIM
743
Indiana Trust & Investment Management
Indiana
$158K
POIA
744
Pin Oak Investment Advisors
Texas
$152K
S
745
SignatureFD
Georgia
$148K -$11.3K -238 -7%
CT
746
Colonial Trust
South Carolina
$140K
OA
747
Operose Advisors
Wisconsin
$140K +$133K +2,787 New
JWA
748
JFS Wealth Advisors
Pennsylvania
$139K +$10.3K +217 +8%
BWL
749
Bogart Wealth LLC
Virginia
$137K
AA
750
Ancora Advisors
Ohio
$124K -$4.05K -85 -3%