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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSA
901
Droms Strauss Advisors
Missouri
$284K +$116 +2 +0%
WIA
902
World Investment Advisors
California
$284K +$16.8K +290 +6%
SIC
903
Sterling Investment Counsel
New York
$281K -$72.3K -1,247 -20%
ICP
904
Interchange Capital Partners
Pennsylvania
$281K – – –
SW
905
SMART Wealth
Nebraska
$280K -$117K -2,021 -29%
KFS
906
Kaizen Financial Strategies
California
$279K +$1.04K +18 +0.4%
HF
907
HRT Financial
New York
$275K +$283K +4,876 New
MWM
908
Marion Wealth Management
Pennsylvania
$275K +$812 +14 +0.3%
FCBT
909
First Citizens Bank & Trust
North Carolina
$274K – – –
Neuberger Berman Group
910
Neuberger Berman Group
New York
$274K – – –
GT
911
Glenview Trust
Kentucky
$274K – – –
HC
912
Hurley Capital
New York
$273K – – –
JFGIW
913
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K – – –
CA
914
Cambridge Advisors
Nebraska
$270K -$10.2K -175 -4%
WWP
915
Wise Wealth Partners
Arizona
$268K +$58 +1 +0%
KAS
916
KPP Advisory Services
Kentucky
$268K -$31.4K -542 -10%
GVCM
917
Global View Capital Management
Wisconsin
$267K -$26.3K -454 -9%
HWM
918
HB Wealth Management
Georgia
$266K +$6.03K +104 +2%
FFW
919
Fusion Family Wealth
New York
$266K – – –
AFA
920
Amicus Financial Advisors
Texas
$266K -$24.6K -424 -8%
MCIA
921
Mountain Capital Investment Advisors
Colorado
$265K -$870 -15 -0.3%
KWM
922
KRM Wealth Management
Nevada
$263K +$986 +17 +0.4%
EPM
923
Elm Partners Management
Pennsylvania
$262K – – –
VR
924
Valued Retirements
Texas
$262K – – –
UCM
925
Up Capital Management
California
$262K +$696 +12 +0.3%