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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Chicago Wealth Management
Illinois
$253K
AWM
827
Ariadne Wealth Management
California
$250K
LWL
828
Leo Wealth LLC
Texas
$248K -$142K -2,730 -36%
NPF
829
Norris Perne & French
Michigan
$248K +$20.9K +403 +9%
SFB
830
STAR Financial Bank
Indiana
$247K
TYCC
831
Texas Yale Capital Corp
Florida
$246K +$41.5K +800 +20%
SFS
832
Stiles Financial Services
Minnesota
$246K +$1.97K +38 +0.8%
SW
833
SMART Wealth
Nebraska
$245K +$13.5K +261 +6%
CIBC World Market
834
CIBC World Market
Ontario, Canada
$243K +$13K +250 +6%
TWP
835
Triad Wealth Partners
Kansas
$242K +$246K +4,734 New
FFW
836
Fusion Family Wealth
New York
$240K
VR
837
Valued Retirements
Texas
$237K
JWA
838
JFS Wealth Advisors
Pennsylvania
$236K +$94.1K +1,815 +65%
GA
839
Goldstein Advisors
Wisconsin
$233K
PWP
840
Principle Wealth Partners
Connecticut
$232K -$5.91K -114 -2%
GFG
841
Grantvest Financial Group
New Jersey
$230K +$234K +4,507 New
CAM
842
Costello Asset Management
Pennsylvania
$230K +$104 +2 +0%
APWA
843
Atlas Private Wealth Advisors
New Jersey
$230K -$18.6K -359 -7%
AC
844
Apella Capital
Connecticut
$226K -$566K -10,918 -70%
NCM
845
Northwest Capital Management
Oregon
$224K +$2.08K +40 +0.9%
TCA
846
Trifecta Capital Advisors
Illinois
$223K
VNA
847
Valley National Advisers
Pennsylvania
$222K
IAS
848
Insigneo Advisory Services
Florida
$221K +$3.22K +62 +1%
LA
849
LexAurum Advisors
Kansas
$221K +$9.6K +185 +4%
WCFA
850
Walkner Condon Financial Advisors
Wisconsin
$220K +$10.4K +201 +5%