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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
901
Moisand Fitzgerald Tamayo
Florida
$204K
Squarepoint
902
Squarepoint
New York
$204K +$198K +3,683 New
BWP
903
Bernardo Wealth Planning
Pennsylvania
$203K +$198K +3,670 New
SFPG
904
Stonebridge Financial Planning Group
Florida
$202K +$197K +3,652 New
RWM
905
Rockline Wealth Management
New York
$202K -$15.5K -288 -7%
MHWM
906
Montz Harcus Wealth Management
Louisiana
$202K +$196K +3,646 New
CIA
907
Cape Investment Advisory
Georgia
$202K -$148K -2,745 -43%
HSA
908
HBK Sorce Advisory
Pennsylvania
$201K +$196K +3,642 New
EA
909
Emerald Advisors
Washington
$200K +$195K +3,622 New
CWP
910
Concord Wealth Partners
Virginia
$200K -$88.9K -1,651 -31%
RIL
911
Rothschild Investment LLC
Illinois
$196K
BLC
912
Brown, Lisle/Cummings
Rhode Island
$191K
LI
913
LRI Investments
Florida
$187K
CAM
914
Creekmur Asset Management
Illinois
$186K -$33K -612 -15%
TWM
915
Topsail Wealth Management
North Carolina
$181K
EWM
916
Evermay Wealth Management
Virginia
$176K
POIA
917
Pin Oak Investment Advisors
Texas
$167K
AA
918
Ancora Advisors
Ohio
$167K
SS
919
Sunbelt Securities
Texas
$165K +$126K +2,348 +374%
BTI
920
Blue Trust Inc
Georgia
$156K +$78.5K +1,458 +108%
SS
921
SBI Securities
Japan
$155K -$20K -372 -12%
CT
922
Colonial Trust
South Carolina
$154K
ITIM
923
Indiana Trust & Investment Management
Indiana
$153K
OA
924
Operose Advisors
Wisconsin
$153K +$4.95K +92 +3%
HWA
925
Heritage Wealth Advisors
Virginia
$138K +$15.8K +294 +13%