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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
901
Crews Bank & Trust
Florida
$200K
BF
902
BOK Financial
Oklahoma
$198K +$54.1K +1,082 +40%
MFT
903
Moisand Fitzgerald Tamayo
Florida
$193K
National Bank of Canada
904
National Bank of Canada
Quebec, Canada
$188K +$62.4K +1,248 +53%
RIL
905
Rothschild Investment LLC
Illinois
$186K
BLC
906
Brown, Lisle/Cummings
Rhode Island
$181K
LI
907
LRI Investments
Florida
$177K
HR
908
Howe & Rusling
New York
$176K +$5.8K +116 +4%
TWM
909
Topsail Wealth Management
North Carolina
$171K
EWM
910
Evermay Wealth Management
Virginia
$166K -$2.45K -49 -2%
SS
911
SBI Securities
Japan
$166K +$6.8K +136 +4%
PP
912
PrairieView Partners
Minnesota
$163K
AA
913
Ancora Advisors
Ohio
$158K -$100 -2 -0.1%
POIA
914
Pin Oak Investment Advisors
Texas
$154K
DWM
915
Darwin Wealth Management
Florida
$151K
CT
916
Colonial Trust
South Carolina
$146K
ITIM
917
Indiana Trust & Investment Management
Indiana
$145K -$5.25K -105 -4%
EWM
918
Evolution Wealth Management
Florida
$143K +$136K +2,726 New
OA
919
Operose Advisors
Wisconsin
$140K
TPCW
920
TD Private Client Wealth
New York
$136K +$130K +2,602 New
CIR
921
Clear Investment Research
Georgia
$124K +$550 +11 +0.5%
MMCM
922
Murphy & Mullick Capital Management
New York
$122K
UFAC
923
Urban Financial Advisory Corp
Illinois
$118K +$550 +11 +0.5%
PWAM
924
Private Wealth Asset Management
Iowa
$117K +$112K +2,235 New
HWA
925
Heritage Wealth Advisors
Virginia
$115K