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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
776
Roehl & Yi Investment Advisors
Oregon
$335K
SCTC
777
Sanibel Captiva Trust Company
Florida
$335K
FWM
778
Focused Wealth Management
New York
$334K +$1.35K +25 +0.4%
IC
779
IEQ Capital
California
$333K +$1.45K +27 +0.5%
SIA
780
Soltis Investment Advisors
Utah
$331K +$16.4K +304 +5%
WMWM
781
Wilkins Miller Wealth Management
Alabama
$331K +$9.05K +168 +3%
CS
782
Capital Square
Tennessee
$331K +$28.7K +533 +10%
MWM
783
Mascagni Wealth Management
Mississippi
$330K -$31.7K -588 -9%
PIA
784
Pinion Investment Advisors
Kansas
$330K
SG
785
Sharper & Granite
California
$329K -$19K -353 -6%
GCP
786
Gill Capital Partners
Colorado
$327K
EWA
787
Evolution Wealth Advisors
Florida
$326K
T
788
Tidemark
California
$326K +$269 +5 +0.1%
SWA
789
Sax Wealth Advisors
New Jersey
$326K
GA
790
GoalVest Advisory
New York
$324K
Empower Advisory Group
791
Empower Advisory Group
Colorado
$324K -$191K -3,542 -38%
ESB
792
Essex Savings Bank
Connecticut
$324K
SWIM
793
Smallwood Wealth Investment Management
New Jersey
$323K
BP
794
Ballentine Partners
Massachusetts
$322K -$28.7K -533 -8%
FCT
795
First Community Trust
Iowa
$322K
HW
796
Hancock Whitney
Mississippi
$321K
WIM
797
WealthPlan Investment Management
Nebraska
$319K +$3.07K +57 +1%
CIBC World Market
798
CIBC World Market
Ontario, Canada
$319K -$171K -3,178 -36%
RFA
799
Reyes Financial Architecture
California
$318K
DAS
800
Dynamic Advisor Solutions
Arizona
$316K +$2.96K +55 +1%