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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
801
Capital Investment Advisors
Georgia
$313K -$62.7K -1,164 -17%
HFO
802
Heritage Family Offices
Arizona
$308K -$13.4K -248 -4%
HNB
803
Huntington National Bank
Ohio
$308K
ICP
804
Interchange Capital Partners
Pennsylvania
$304K
Neuberger Berman Group
805
Neuberger Berman Group
New York
$303K +$295K +5,472 New
IAIM
806
International Assets Investment Management
Florida
$301K
TP
807
Tranquility Partners
Tennessee
$300K -$13.7K -254 -4%
CA
808
Claro Advisors
Massachusetts
$299K -$82.2K -1,526 -22%
JFGIW
809
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K
DC
810
Davenport & Co
Virginia
$296K +$3.61K +67 +1%
SEIA
811
Signature Estate & Investment Advisors
California
$292K +$10.6K +197 +4%
EFG
812
Everhart Financial Group
Ohio
$292K +$284K +5,275 New
Russell Investments Group
813
Russell Investments Group
United Kingdom
$289K +$1.51K +28 +0.5%
PWA
814
Provenance Wealth Advisors
Florida
$288K
S
815
SignatureFD
Georgia
$287K +$2.1K +39 +0.8%
EW
816
Evoke Wealth
California
$287K +$279K +5,190 New
JFG
817
JMG Financial Group
Illinois
$287K +$279K +5,190 New
EFG
818
Erickson Financial Group
Pennsylvania
$287K
WWP
819
Wise Wealth Partners
Arizona
$286K
SWM
820
Silverlake Wealth Management
Vermont
$285K -$105K -1,941 -27%
CB
821
Chris Bulman
California
$284K +$54.8K +1,018 +25%
TFS
822
Thoroughbred Financial Services
Tennessee
$284K -$65.4K -1,215 -19%
AWM
823
Ariadne Wealth Management
California
$283K
BFF
824
Byrne Financial Freedom
Massachusetts
$282K
LFA
825
Legacy Financial Advisors
Kentucky
$281K +$273K +5,076 New