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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
851
Walkner Condon Financial Advisors
Wisconsin
$220K +$10.4K +201 +5%
AWAG
852
ARS Wealth Advisors Group
Florida
$218K +$222K +4,276 New
HCMG
853
Howard Capital Management Group
California
$218K – – –
MIM
854
Marshall Investment Management
Colorado
$218K -$7.92M -152,727 -97%
DCM
855
Donaldson Capital Management
Indiana
$217K -$3.79K -73 -2%
CIA
856
Choate Investment Advisors
Massachusetts
$215K – – –
FWM
857
Forza Wealth Management
Florida
$213K – – –
ZI
858
ZEGA Investments
Florida
$209K -$2.44K -47 -1%
SBIA
859
Sheaff Brock Investment Advisors
Indiana
$209K +$212K +4,094 New
SLC
860
Second Line Capital
Louisiana
$208K +$212K +4,079 New
VC
861
Veracity Capital
Georgia
$208K -$6.64K -128 -3%
AP
862
Atwood & Palmer
Missouri
$208K – – –
VIM
863
Vista Investment Management
Pennsylvania
$206K -$3.06K -59 -1%
WAS
864
Winch Advisory Services
Wisconsin
$206K -$30.9K -596 -13%
HFS
865
Hopwood Financial Services
Virginia
$205K – – –
DCM
866
Delta Capital Management
New Jersey
$204K – – –
TAM
867
Tucker Asset Management
Colorado
$200K – – –
GWS
868
Glassman Wealth Services
Virginia
$196K – – –
CBT
869
Crews Bank & Trust
Florida
$195K – – –
MFT
870
Moisand Fitzgerald Tamayo
Florida
$189K -$2.9K -56 -1%
RIL
871
Rothschild Investment LLC
Illinois
$181K – – –
BLC
872
Brown, Lisle/Cummings
Rhode Island
$176K – – –
LI
873
LRI Investments
Florida
$173K +$175K +3,383 New
TWM
874
Topsail Wealth Management
North Carolina
$167K +$15.6K +300 +10%
HR
875
Howe & Rusling
New York
$166K -$60.6K -1,168 -26%