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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
776
Twin Peaks Wealth Advisors
California
$340K -$39.9K -741 -11%
AWM
777
Accurate Wealth Management
Florida
$339K -$49.8K -924 -13%
BI
778
Berkeley Inc
Idaho
$338K – – –
RYIA
779
Roehl & Yi Investment Advisors
Oregon
$335K – – –
SCTC
780
Sanibel Captiva Trust Company
Florida
$335K – – –
FWM
781
Focused Wealth Management
New York
$334K +$1.35K +25 +0.4%
IC
782
IEQ Capital
California
$333K +$1.45K +27 +0.5%
SIA
783
Soltis Investment Advisors
Utah
$331K +$16.4K +304 +5%
WMWM
784
Wilkins Miller Wealth Management
Alabama
$331K +$9.05K +168 +3%
CS
785
Capital Square
Tennessee
$331K +$28.7K +533 +10%
MWM
786
Mascagni Wealth Management
Mississippi
$330K -$31.7K -588 -9%
PIA
787
Pinion Investment Advisors
Kansas
$330K – – –
SG
788
Sharper & Granite
California
$329K -$19K -353 -6%
GCP
789
Gill Capital Partners
Colorado
$327K – – –
EWA
790
Evolution Wealth Advisors
Florida
$326K – – –
T
791
Tidemark
California
$326K +$269 +5 +0.1%
SWA
792
Sax Wealth Advisors
New Jersey
$326K – – –
GA
793
GoalVest Advisory
New York
$324K – – –
Empower Advisory Group
794
Empower Advisory Group
Colorado
$324K -$191K -3,542 -38%
ESB
795
Essex Savings Bank
Connecticut
$324K – – –
SWIM
796
Smallwood Wealth Investment Management
New Jersey
$323K – – –
BP
797
Ballentine Partners
Massachusetts
$322K -$28.7K -533 -8%
FCT
798
First Community Trust
Iowa
$322K – – –
HW
799
Hancock Whitney
Mississippi
$321K – – –
WIM
800
WealthPlan Investment Management
Nebraska
$319K +$3.07K +57 +1%