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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
901
Invera Wealth Advisors
Oregon
$211K +$205K +3,809 New
MFA
902
Mayflower Financial Advisors
Massachusetts
$207K +$201K +3,736 New
WLIM
903
White Lighthouse Investment Management
Massachusetts
$206K +$200K +3,721 New
MFT
904
Moisand Fitzgerald Tamayo
Florida
$204K – – –
Squarepoint
905
Squarepoint
New York
$204K +$198K +3,683 New
BWP
906
Bernardo Wealth Planning
Pennsylvania
$203K +$198K +3,670 New
SFPG
907
Stonebridge Financial Planning Group
Florida
$202K +$197K +3,652 New
RWM
908
Rockline Wealth Management
New York
$202K -$15.5K -288 -7%
MHWM
909
Montz Harcus Wealth Management
Louisiana
$202K +$196K +3,646 New
CIA
910
Cape Investment Advisory
Georgia
$202K -$148K -2,745 -43%
HSA
911
HBK Sorce Advisory
Pennsylvania
$201K +$196K +3,642 New
EA
912
Emerald Advisors
Washington
$200K +$195K +3,622 New
CWP
913
Concord Wealth Partners
Virginia
$200K -$88.9K -1,651 -31%
RIL
914
Rothschild Investment LLC
Illinois
$196K – – –
BLC
915
Brown, Lisle/Cummings
Rhode Island
$191K – – –
LI
916
LRI Investments
Florida
$187K – – –
CAM
917
Creekmur Asset Management
Illinois
$186K -$33K -612 -15%
TWM
918
Topsail Wealth Management
North Carolina
$181K – – –
EWM
919
Evermay Wealth Management
Virginia
$176K – – –
POIA
920
Pin Oak Investment Advisors
Texas
$167K – – –
AA
921
Ancora Advisors
Ohio
$167K – – –
SS
922
Sunbelt Securities
Texas
$165K +$126K +2,348 +374%
BWM
923
Bullock Wealth Management
Indiana
$158K +$153K +2,843 New
BTI
924
Blue Trust Inc
Georgia
$156K +$78.5K +1,458 +108%
SS
925
SBI Securities
Japan
$155K -$20K -372 -12%