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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VRM
751
Vectors Research Management
New York
$376K +$366K +6,798 New
ES
752
ETF Store
Kansas
$375K +$81.7K +1,518 +29%
GFG
753
Greystone Financial Group
Michigan
$375K – – –
GWMR
754
GC Wealth Management RIA
Massachusetts
$374K – – –
BI
755
Ballast Inc
Kentucky
$371K -$77.4K -1,438 -18%
MKW
756
Mullaney, Keating & Wright
Connecticut
$371K +$1.51K +28 +0.4%
SFS
757
Stiles Financial Services
Minnesota
$369K +$115K +2,143 +47%
KeyBank National Association
758
KeyBank National Association
Ohio
$365K +$95.1K +1,766 +37%
KCFA
759
Key Client Fiduciary Advisors
New Jersey
$360K +$4.36K +81 +1%
VF
760
Vawter Financial
Ohio
$359K +$349K +6,482 New
AFG
761
Atomi Financial Group
New York
$358K -$18.6K -345 -5%
HVIA
762
Hudson Valley Investment Advisors
New York
$358K -$11.1K -206 -3%
RWPA
763
Richard W. Paul & Associates
Michigan
$356K -$19.1K -354 -5%
SW
764
SMART Wealth
Nebraska
$355K +$50.8K +944 +17%
TPWM
765
Twelve Points Wealth Management
Massachusetts
$354K -$15.3K -285 -4%
PPC
766
Pennington Partners & Co
Maryland
$353K – – –
CA
767
Clearstead Advisors
Ohio
$352K – – –
CFP
768
Curran Financial Partners
South Carolina
$350K -$377 -7 -0.1%
OSNBOA
769
Old Second National Bank of Aurora
Illinois
$350K -$4.09K -76 -1%
MCCP
770
Mission Creek Capital Partners
California
$347K – – –
LC
771
LCNB Corp
Ohio
$346K – – –
SIC
772
Sterling Investment Counsel
New York
$344K +$335K +6,217 New
HCM
773
Hengehold Capital Management
Ohio
$343K – – –
AC
774
AlphaCore Capital
California
$342K +$1.78K +33 +0.5%
BC
775
Brio Consultants
California
$341K -$13.4K -249 -4%