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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
876
Forza Wealth Management
Florida
$230K – – –
IAS
877
Integrity Advisory Solutions
Texas
$230K +$224K +4,165 New
M1FG
878
Mach-1 Financial Group
Arkansas
$230K +$224K +4,165 New
NA
879
Note Advisors
New York
$229K +$10.5K +195 +5%
WA
880
Wealth Alliance
New York
$229K +$223K +4,142 New
IWB
881
Innovative Wealth Building
Maryland
$229K +$2.21K +41 +1%
TH
882
TCTC Holdings
Texas
$228K – – –
WI
883
Westbourne Investments
Virginia
$228K – – –
PFA
884
Providence Financial Advisors
Kansas
$228K +$222K +4,122 New
BCA
885
Bay Colony Advisors
Massachusetts
$226K +$220K +4,083 New
VC
886
Veracity Capital
Georgia
$226K – – –
HFS
887
Hopwood Financial Services
Virginia
$222K – – –
CFP
888
Cascade Financial Partners
California
$221K – – –
DCM
889
Delta Capital Management
New Jersey
$221K – – –
TAM
890
Tucker Asset Management
Colorado
$217K – – –
EIA
891
Eldridge Investment Advisors
New Hampshire
$216K -$52.4K -973 -20%
AC
892
Asio Capital
Kentucky
$216K – – –
TCA
893
Trifecta Capital Advisors
Illinois
$216K – – –
WAS
894
Winch Advisory Services
Wisconsin
$214K -$9.53K -177 -4%
MCIA
895
Mountain Capital Investment Advisors
Colorado
$214K -$11.6K -216 -5%
BFWA
896
Benchmark Financial Wealth Advisors
Florida
$213K +$915 +17 +0.4%
CAM
897
Costello Asset Management
Pennsylvania
$212K -$14.5K -269 -7%
GWS
898
Glassman Wealth Services
Virginia
$212K – – –
PCA
899
Prosperity Capital Advisors
Ohio
$212K -$25K -464 -11%
CBT
900
Crews Bank & Trust
Florida
$211K – – –