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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
751
LGT Financial Advisors
Texas
$216K +$46K +942 +27%
Fisher Asset Management
752
Fisher Asset Management
Washington
$216K -$219K -4,484 -50%
WAS
753
Winch Advisory Services
Wisconsin
$216K +$19.3K +394 +10%
ES
754
ETF Store
Kansas
$213K -$54.1K -1,106 -20%
RWM
755
Rockwood Wealth Management
Pennsylvania
$213K +$213K +4,361 New
VNA
756
Valley National Advisers
Pennsylvania
$212K – – –
MCA
757
MSH Capital Advisors
Arizona
$211K -$20.1K -411 -9%
NCM
758
Northwest Capital Management
Oregon
$211K -$36.1K -738 -15%
HCMG
759
Howard Capital Management Group
California
$208K – – –
S
760
SignatureFD
Georgia
$206K +$61.9K +1,266 +43%
VC
761
Veracity Capital
Georgia
$205K +$205K +4,204 New
WCFA
762
Walkner Condon Financial Advisors
Wisconsin
$205K -$13.2K -270 -6%
KCFA
763
Key Client Fiduciary Advisors
New Jersey
$204K +$204K +4,182 New
FWM
764
Forza Wealth Management
Florida
$203K – – –
CPRC
765
Consolidated Portfolio Review Corp
New York
$203K -$17.3K -353 -8%
VIM
766
Vista Investment Management
Pennsylvania
$202K -$8.6K -176 -4%
WWS
767
Wellington Wealth Strategies
Indiana
$201K +$201K +4,115 New
AP
768
Atwood & Palmer
Missouri
$198K +$15K +306 +8%
TAM
769
Tucker Asset Management
Colorado
$191K +$28.2K +577 +17%
GWS
770
Glassman Wealth Services
Virginia
$187K – – –
HF
771
Halpern Financial
Virginia
$185K +$95.1K +1,945 +105%
BAM
772
Byrne Asset Management
New Jersey
$181K +$16.5K +337 New
RIL
773
Rothschild Investment LLC
Illinois
$171K +$98 +2 +0.1%
IGWM
774
ICA Group Wealth Management
Colorado
$171K -$4.33M -88,625 -96%
EWM
775
Evermay Wealth Management
Virginia
$169K – – –