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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
751
GeoWealth Management
Illinois
$119K +$107K +2,239 +1,555%
TIM
752
Thompson Investment Management
Wisconsin
$115K -$9.54K -200 -8%
CWM
753
Cedar Wealth Management
California
$114K +$7.15K +150 +7%
MG
754
Mather Group
Illinois
$110K +$113K +2,365 New
HWA
755
Heritage Wealth Advisors
Virginia
$110K
APC
756
Aspire Private Capital
North Carolina
$107K +$102K +2,137 New
TCOV
757
Trust Company of Vermont
Vermont
$103K
BA
758
Ballast Advisors
Minnesota
$102K -$32.6K -684 -25%
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
MSG
760
Main Street Group
Virginia
$99.1K +$524 +11 +0.6%
CMP
761
Coston McIsaac & Partners
Maine
$96K
WIA
762
Wetzel Investment Advisors
Indiana
$96K
BFS
763
Bare Financial Services
Pennsylvania
$95.9K +$95.4K +2,000 New
HF
764
Halpern Financial
Virginia
$91.3K
PO
765
Private Ocean
California
$84.4K +$19.5K +409 +32%
FFWM
766
Future Financial Wealth Management
Ohio
$81.5K +$77.6K +1,627 New
National Bank of Canada
767
National Bank of Canada
Quebec, Canada
$79.1K +$71.8K +1,506 +1,569%
BCMLT
768
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.7K +$73.4K +1,539 +12,825%
TCG
769
Transcendent Capital Group
Oklahoma
$75K +$71.3K +1,496 New
NL
770
NVWM LLC
Pennsylvania
$73.2K
RFA
771
Register Financial Advisors
Georgia
$69.4K
FM
772
Family Management
New York
$63.4K
WIM
773
Westside Investment Management
California
$63K -$3K -63 -5%
OIA
774
Optimum Investment Advisors
Illinois
$60.1K
ACA
775
Aptus Capital Advisors
Alabama
$59.7K -$14.6K -307 -20%