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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
851
Evolution Wealth Advisors
Florida
$335K
T
852
Tidemark
California
$335K +$337 +6 +0.1%
GA
853
GoalVest Advisory
New York
$333K
PIA
854
Pinion Investment Advisors
Kansas
$333K
ESB
855
Essex Savings Bank
Connecticut
$332K
SWIM
856
Smallwood Wealth Investment Management
New Jersey
$332K
LWL
857
Leo Wealth LLC
Texas
$331K +$52.3K +931 +19%
FCT
858
First Community Trust
Iowa
$331K
HW
859
Hancock Whitney
Mississippi
$329K
HVIA
860
Hudson Valley Investment Advisors
New York
$328K -$38.8K -691 -11%
CIBC World Market
861
CIBC World Market
Ontario, Canada
$327K
RFA
862
Reyes Financial Architecture
California
$326K
MAM
863
MMA Asset Management
Pennsylvania
$326K -$322K -5,733 -50%
DAS
864
Dynamic Advisor Solutions
Arizona
$325K +$225 +4 +0.1%
SWM
865
SFG Wealth Management
Maryland
$325K +$42.8K +761 +15%
PPC
866
Pennington Partners & Co
Maryland
$324K -$37.6K -670 -11%
S
867
SignatureFD
Georgia
$323K +$27.6K +492 +9%
BP
868
Ballentine Partners
Massachusetts
$322K -$9.16K -163 -3%
ABC
869
Associated Banc-Corp
Wisconsin
$321K +$317K +5,647 New
CB
870
Cadence Bank
Mississippi
$320K +$317K +5,636 New
DB
871
Dravo Bay
Delaware
$318K +$315K +5,601 New
CIA
872
Capital Investment Advisors
Georgia
$316K -$5.34K -95 -2%
OPF
873
Old Peak Finance
North Carolina
$313K +$310K +5,511 New
ICP
874
Interchange Capital Partners
Pennsylvania
$313K
BIG
875
Brookwood Investment Group
Arizona
$312K +$309K +5,497 New