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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
901
SMART Wealth
Nebraska
$280K -$117K -2,021 -29%
KFS
902
Kaizen Financial Strategies
California
$279K +$1.04K +18 +0.4%
HF
903
HRT Financial
New York
$275K +$283K +4,876 New
MWM
904
Marion Wealth Management
Pennsylvania
$275K +$812 +14 +0.3%
FCBT
905
First Citizens Bank & Trust
North Carolina
$274K
Neuberger Berman Group
906
Neuberger Berman Group
New York
$274K
GT
907
Glenview Trust
Kentucky
$274K
HC
908
Hurley Capital
New York
$273K
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K
CA
910
Cambridge Advisors
Nebraska
$270K -$10.2K -175 -4%
WWP
911
Wise Wealth Partners
Arizona
$268K +$58 +1 +0%
KAS
912
KPP Advisory Services
Kentucky
$268K -$31.4K -542 -10%
GVCM
913
Global View Capital Management
Wisconsin
$267K -$26.3K -454 -9%
HWM
914
HB Wealth Management
Georgia
$266K +$6.03K +104 +2%
FFW
915
Fusion Family Wealth
New York
$266K
AFA
916
Amicus Financial Advisors
Texas
$266K -$24.6K -424 -8%
MCIA
917
Mountain Capital Investment Advisors
Colorado
$265K -$870 -15 -0.3%
KWM
918
KRM Wealth Management
Nevada
$263K +$986 +17 +0.4%
EPM
919
Elm Partners Management
Pennsylvania
$262K
VR
920
Valued Retirements
Texas
$262K
UCM
921
Up Capital Management
California
$262K +$696 +12 +0.3%
CB
922
Chris Bulman
California
$261K -$31.3K -540 -10%
TA
923
Tactive Advisors
Florida
$260K
GCP
924
Guardian Capital (Pennsylvania)
Pennsylvania
$257K +$264K +4,548 New
AFO
925
Arrowroot Family Office
California
$256K -$14.8K -256 -5%