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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
876
Evermay Wealth Management
Virginia
$165K – – –
PP
877
PrairieView Partners
Minnesota
$159K -$24.4K -470 -13%
AG
878
AmeriFlex Group
Nevada
$159K +$99.7K +1,923 +162%
SAM
879
Smartleaf Asset Management
Massachusetts
$159K +$139K +2,674 +583%
SS
880
SBI Securities
Japan
$155K -$23.8K -459 -13%
AA
881
Ancora Advisors
Ohio
$154K -$24.2K -466 -13%
POIA
882
Pin Oak Investment Advisors
Texas
$153K – – –
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K -$33.4K -644 -18%
DWM
884
Darwin Wealth Management
Florida
$147K – – –
ITIM
885
Indiana Trust & Investment Management
Indiana
$147K – – –
CT
886
Colonial Trust
South Carolina
$142K – – –
VBA
887
von Borstel & Associates
Oregon
$141K +$144K +2,769 New
BF
888
BOK Financial
Oklahoma
$138K +$141K +2,710 New
OA
889
Operose Advisors
Wisconsin
$137K -$7.78K -150 -5%
SFGP
890
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$126K -$3.22K -62 -2%
CIR
891
Clear Investment Research
Georgia
$121K +$415 +8 +0.3%
National Bank of Canada
892
National Bank of Canada
Quebec, Canada
$120K +$43.7K +843 +56%
NWMP
893
Noble Wealth Management PBC
Colorado
$119K -$5.96K -115 -5%
MMCM
894
Murphy & Mullick Capital Management
New York
$118K – – –
UFAC
895
Urban Financial Advisory Corp
Illinois
$115K +$11.6K +223 +11%
HWA
896
Heritage Wealth Advisors
Virginia
$112K – – –
BFS
897
Bare Financial Services
Pennsylvania
$102K – – –
TCOV
898
Trust Company of Vermont
Vermont
$97.6K -$7.05K -136 -7%
CMP
899
Coston McIsaac & Partners
Maine
$97K – – –
FFWM
900
Future Financial Wealth Management
Ohio
$83.1K – – –