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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIS
901
POM Investment Strategies
North Carolina
$82.7K +$84K +1,620 New
MSG
902
Main Street Group
Virginia
$82.7K -$18.5K -357 -18%
CTC
903
Central Trust Company
Missouri
$80.8K +$72.4K +1,396 +747%
PS
904
Pinney & Scofield
Massachusetts
$77.3K
BAM
905
Byrne Asset Management
New Jersey
$77K
MAFA
906
MJT & Associates Financial Advisory
Minnesota
$76.9K +$78.1K +1,506 New
NL
907
NVWM LLC
Pennsylvania
$74.6K
AAP
908
Arax Advisory Partners
Colorado
$73.1K +$68.6K +1,322 +1,202%
AWM
909
Abound Wealth Management
Tennessee
$71.9K
CAM
910
Creekmur Asset Management
Illinois
$69.7K +$66.5K +1,283 +1,546%
CWM
911
Crowley Wealth Management
Delaware
$67.5K
TIM
912
Thompson Investment Management
Wisconsin
$65.3K -$53.1K -1,023 -44%
BTI
913
Blue Trust Inc
Georgia
$65.3K
CPG
914
Cornerstone Planning Group
New Jersey
$65K -$2.23K -43 -3%
FM
915
Family Management
New York
$64.7K
ADL
916
Asset Dedication LLC
California
$61.9K
Russell Investments Group
917
Russell Investments Group
United Kingdom
$61.7K +$51.8K +998 +475%
OIA
918
Optimum Investment Advisors
Illinois
$61.3K
NB
919
NBT Bank
New York
$59.7K -$88.1K -1,698 -59%
FFC
920
First Financial Corp
Indiana
$59.1K
BA
921
Ballast Advisors
Minnesota
$58.5K -$29.5K -569 -33%
ACA
922
Atlas Capital Advisors
Wyoming
$55.9K
MSWA
923
Marshall & Sterling Wealth Advisors
New York
$55.1K +$56K +1,079 New
NFSG
924
Newbridge Financial Services Group
Florida
$54.5K -$11.2K -215 -17%
WIM
925
Westside Investment Management
California
$53.3K -$3.06K -59 -5%