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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
$335K
AWM
852
Accurate Wealth Management
Florida
$335K -$9.22K -159 -3%
EWA
853
Evolution Wealth Advisors
Florida
$334K
LIA
854
Lynx Investment Advisory
District of Columbia
$333K -$123K -2,114 -26%
GA
855
GoalVest Advisory
New York
$332K
PIA
856
Pinion Investment Advisors
Kansas
$332K
CIBC World Market
857
CIBC World Market
Ontario, Canada
$331K +$4.76K +82 +1%
SWIM
858
Smallwood Wealth Investment Management
New Jersey
$331K
FCT
859
First Community Trust
Iowa
$329K
MWM
860
Mascagni Wealth Management
Mississippi
$329K -$9.98K -172 -3%
ESB
861
Essex Savings Bank
Connecticut
$328K -$2.73K -47 -0.8%
CIA
862
Capital Investment Advisors
Georgia
$326K +$11.6K +200 +4%
MAM
863
MMA Asset Management
Pennsylvania
$326K +$754 +13 +0.2%
RFA
864
Reyes Financial Architecture
California
$325K
FF
865
Fortitude Financial
Washington
$324K -$48.7K -839 -13%
AWM
866
Aprio Wealth Management
Georgia
$324K +$332K +5,720 New
S
867
SignatureFD
Georgia
$322K +$174 +3 +0.1%
DAS
868
Dynamic Advisor Solutions
Arizona
$322K -$2.26K -39 -0.7%
CIA
869
Cape Investment Advisory
Georgia
$321K -$61.3K -1,057 -16%
T
870
Tidemark
California
$320K -$13.5K -232 -4%
SG
871
Sharper & Granite
California
$320K -$16K -275 -5%
FG
872
Fiduciary Group
Georgia
$314K +$16.4K +283 +5%
OPF
873
Old Peak Finance
North Carolina
$312K
PA
874
Procyon Advisors
Connecticut
$310K +$318K +5,483 New
HVIA
875
Hudson Valley Investment Advisors
New York
$309K -$17.8K -307 -5%