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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
851
Gill Capital Partners
Colorado
$336K – – –
EWA
852
Evolution Wealth Advisors
Florida
$335K – – –
T
853
Tidemark
California
$335K +$337 +6 +0.1%
GA
854
GoalVest Advisory
New York
$333K – – –
PIA
855
Pinion Investment Advisors
Kansas
$333K – – –
ESB
856
Essex Savings Bank
Connecticut
$332K – – –
SWIM
857
Smallwood Wealth Investment Management
New Jersey
$332K – – –
LWL
858
Leo Wealth LLC
Texas
$331K +$52.3K +931 +19%
FCT
859
First Community Trust
Iowa
$331K – – –
HW
860
Hancock Whitney
Mississippi
$329K – – –
HVIA
861
Hudson Valley Investment Advisors
New York
$328K -$38.8K -691 -11%
CIBC World Market
862
CIBC World Market
Ontario, Canada
$327K – – –
RFA
863
Reyes Financial Architecture
California
$326K – – –
MAM
864
MMA Asset Management
Pennsylvania
$326K -$322K -5,733 -50%
DAS
865
Dynamic Advisor Solutions
Arizona
$325K +$225 +4 +0.1%
SWM
866
SFG Wealth Management
Maryland
$325K +$42.8K +761 +15%
PPC
867
Pennington Partners & Co
Maryland
$324K -$37.6K -670 -11%
S
868
SignatureFD
Georgia
$323K +$27.6K +492 +9%
BP
869
Ballentine Partners
Massachusetts
$322K -$9.16K -163 -3%
ABC
870
Associated Banc-Corp
Wisconsin
$321K +$317K +5,647 New
CB
871
Cadence Bank
Mississippi
$320K +$317K +5,636 New
DB
872
Dravo Bay
Delaware
$318K +$315K +5,601 New
CIA
873
Capital Investment Advisors
Georgia
$316K -$5.34K -95 -2%
OPF
874
Old Peak Finance
North Carolina
$313K +$310K +5,511 New
ICP
875
Interchange Capital Partners
Pennsylvania
$313K – – –