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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
751
Provenance Wealth Advisors
Florida
$275K
BC
752
Brio Consultants
California
$275K -$4.89K -96 -2%
EFG
753
Erickson Financial Group
Pennsylvania
$274K
CA
754
Cambridge Advisors
Nebraska
$271K
VAG
755
VisionPoint Advisory Group
Texas
$270K +$170K +3,333 +188%
IWA
756
Invera Wealth Advisors
Oregon
$267K -$114K -2,231 -31%
KFS
757
Kaizen Financial Strategies
California
$267K +$814 +16 +0.3%
APWA
758
Atlas Private Wealth Advisors
New Jersey
$266K -$63.4K -1,246 -20%
KCFA
759
Key Client Fiduciary Advisors
New Jersey
$266K +$43.2K +849 +20%
CAAS
760
Capital Asset Advisory Services
Michigan
$266K +$258K +5,063 New
DSA
761
Droms Strauss Advisors
Missouri
$265K
LC
762
LCNB Corp
Ohio
$264K
SFS
763
Stiles Financial Services
Minnesota
$262K -$56.3K -1,106 -18%
CWM
764
Chicago Wealth Management
Illinois
$262K
Optiver Holding
765
Optiver Holding
Netherlands
$261K +$251K +4,937 New
ICMP
766
Integrated Capital Management (Pennsylvania)
Pennsylvania
$260K +$7.28K +143 +3%
KCM
767
KM Capital Management
Texas
$258K -$65.2K -1,282 -21%
SFB
768
STAR Financial Bank
Indiana
$255K +$246K +4,832 New
FB
769
Fulton Bank
Pennsylvania
$254K +$245K +4,813 New
FMN
770
Financial Management Network
California
$254K +$245K +4,810 New
PPWP
771
Proquility Private Wealth Partners
Nevada
$251K -$35.9K -706 -13%
VVP
772
Venture Visionary Partners
Ohio
$250K -$4.89K -96 -2%
FFW
773
Fusion Family Wealth
New York
$249K
GA
774
Goldstein Advisors
Wisconsin
$248K -$19K -374 -7%
BWM
775
Brophy Wealth Management
New Hampshire
$247K +$237K +4,664 New