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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
801
CIBC World Market
Ontario, Canada
$319K -$171K -3,178 -36%
RFA
802
Reyes Financial Architecture
California
$318K – – –
DAS
803
Dynamic Advisor Solutions
Arizona
$316K +$2.96K +55 +1%
CIA
804
Capital Investment Advisors
Georgia
$313K -$62.7K -1,164 -17%
HFO
805
Heritage Family Offices
Arizona
$308K -$13.4K -248 -4%
HNB
806
Huntington National Bank
Ohio
$308K – – –
ICP
807
Interchange Capital Partners
Pennsylvania
$304K – – –
Neuberger Berman Group
808
Neuberger Berman Group
New York
$303K +$295K +5,472 New
IAIM
809
International Assets Investment Management
Florida
$301K – – –
TP
810
Tranquility Partners
Tennessee
$300K -$13.7K -254 -4%
CA
811
Claro Advisors
Massachusetts
$299K -$82.2K -1,526 -22%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K – – –
DC
813
Davenport & Co
Virginia
$296K +$3.61K +67 +1%
SEIA
814
Signature Estate & Investment Advisors
California
$292K +$10.6K +197 +4%
EFG
815
Everhart Financial Group
Ohio
$292K +$284K +5,275 New
Russell Investments Group
816
Russell Investments Group
United Kingdom
$289K +$1.51K +28 +0.5%
PWA
817
Provenance Wealth Advisors
Florida
$288K – – –
S
818
SignatureFD
Georgia
$287K +$2.1K +39 +0.8%
EW
819
Evoke Wealth
California
$287K +$279K +5,190 New
JFG
820
JMG Financial Group
Illinois
$287K +$279K +5,190 New
EFG
821
Erickson Financial Group
Pennsylvania
$287K – – –
WWP
822
Wise Wealth Partners
Arizona
$286K – – –
SWM
823
Silverlake Wealth Management
Vermont
$285K -$105K -1,941 -27%
CB
824
Chris Bulman
California
$284K +$54.8K +1,018 +25%
TFS
825
Thoroughbred Financial Services
Tennessee
$284K -$65.4K -1,215 -19%