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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
926
National Bank of Canada
Quebec, Canada
$136K -$61K -1,133 -31%
DWM
927
Darwin Wealth Management
Florida
$135K -$23.2K -431 -15%
CIR
928
Clear Investment Research
Georgia
$132K +$592 +11 +0.5%
NWMP
929
Noble Wealth Management PBC
Colorado
$128K +$125K +2,318 New
MMCM
930
Murphy & Mullick Capital Management
New York
$127K
UFAC
931
Urban Financial Advisory Corp
Illinois
$126K +$539 +10 +0.4%
PWAM
932
Private Wealth Asset Management
Iowa
$124K
TPCW
933
TD Private Client Wealth
New York
$120K -$23.6K -438 -17%
GA
934
Guerra Advisors
Florida
$112K +$109K +2,025 New
BFS
935
Bare Financial Services
Pennsylvania
$111K
TCOV
936
Trust Company of Vermont
Vermont
$106K
NB
937
NBT Bank
New York
$105K -$3.45K -64 -6%
HFS
938
Hantz Financial Services
Michigan
$105K +$99.4K +1,845 +3,075%
EWM
939
Evolution Wealth Management
Florida
$102K -$47.7K -885 -32%
DF
940
Dunhill Financial
United Kingdom
$93.1K +$90.6K +1,683 New
MSG
941
Main Street Group
Virginia
$90.5K +$377 +7 +0.4%
FFWM
942
Future Financial Wealth Management
Ohio
$90K
CMP
943
Coston McIsaac & Partners
Maine
$90K
HR
944
Howe & Rusling
New York
$89.5K -$93.7K -1,740 -52%
PCFFS
945
Pacific Center for Financial Services
California
$87.4K +$85.1K +1,580 New
AIC
946
Archer Investment Corporation
Indiana
$83.8K +$27.7K +515 +52%
PS
947
Pinney & Scofield
Massachusetts
$83.8K
NL
948
NVWM LLC
Pennsylvania
$80.8K
WIM
949
Westside Investment Management
California
$79.6K +$21.2K +394 +38%
CWM
950
Crowley Wealth Management
Delaware
$73.1K