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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
826
Twelve Points Wealth Management
Massachusetts
$362K -$232 -4 -0.1%
WAM
827
WNY Asset Management
New York
$360K +$370K +6,370 New
CA
828
Clearstead Advisors
Ohio
$360K
VF
829
Vawter Financial
Ohio
$360K
SFS
830
Stiles Financial Services
Minnesota
$359K +$4.76K +82 +1%
BI
831
Ballast Inc
Kentucky
$358K -$7.83K -135 -2%
CFP
832
Curran Financial Partners
South Carolina
$358K
BFG
833
Berger Financial Group
Minnesota
$356K +$54.4K +937 +17%
IC
834
IEQ Capital
California
$356K +$17.1K +295 +5%
MCCP
835
Mission Creek Capital Partners
California
$355K
LC
836
LCNB Corp
Ohio
$354K
RWPA
837
Richard W. Paul & Associates
Michigan
$352K
TPWA
838
Twin Peaks Wealth Advisors
California
$352K -$123K -2,116 -25%
HCM
839
Hengehold Capital Management
Ohio
$351K +$1.16K +20 +0.3%
GAM
840
Grandview Asset Management
Pennsylvania
$350K -$48.7K -839 -12%
CFP
841
Cascade Financial Partners
California
$350K +$358K +6,180 New
VCM
842
Virtue Capital Management
Tennessee
$349K +$364K +6,273 New
FWM
843
Focused Wealth Management
New York
$346K +$2.61K +45 +0.7%
BI
844
Berkeley Inc
Idaho
$345K
TP
845
Thayer Partners
Pennsylvania
$344K +$1.28K +22 +0.4%
RYIA
846
Roehl & Yi Investment Advisors
Oregon
$343K
SLC
847
Second Line Capital
Louisiana
$342K +$60.2K +1,038 +22%
PS
848
Principal Securities
Iowa
$341K -$626K -10,796 -64%
EP
849
Edgestream Partners
New Jersey
$340K -$336K -5,793 -49%
Russell Investments Group
850
Russell Investments Group
United Kingdom
$339K +$41.6K +718 +14%