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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
951
Archer Investment Corporation
Indiana
$52.3K
GWSA
952
Global Wealth Strategies & Associates
Colorado
$52.1K
PFM
953
Phillips Financial Management
Indiana
$51K
NFSG
954
Newbridge Financial Services Group
Florida
$47.7K -$7.8K -156 -15%
BL
955
Balentine LLC
Georgia
$46.4K -$2.56M -51,138 -98%
SC
956
Steph & Co
Wisconsin
$46.3K
T
957
Transce3nd
Texas
$44.6K -$8K -160 -16%
CA
958
Crewe Advisors
Utah
$43.3K +$28K +560 +209%
SIS
959
Sound Income Strategies
Florida
$42.2K +$17.4K +348 +76%
MPWT
960
MassMutual Private Wealth & Trust
Connecticut
$42K
FIM
961
FWL Investment Management
Texas
$38.5K
NSIM
962
North Star Investment Management
Illinois
$36.7K +$200 +4 +0.6%
LWMI
963
Legacy Wealth Management (Idaho)
Idaho
$36K
LIS
964
Legacy Investment Solutions
Idaho
$36K +$34.4K +688 New
WTFG
965
Wood Tarver Financial Group
Idaho
$36K
AUB
966
Atlantic Union Bankshares
Virginia
$35.8K +$34.2K +684 New
VWA
967
VSM Wealth Advisory
Maryland
$34.3K +$3.85K +77 +13%
GC
968
Garde Capital
Washington
$34.3K
PA
969
Parallel Advisors
California
$33.5K +$31.9K +639 +63,900%
SS
970
Sunbelt Securities
Texas
$32.1K -$50 -1 -0.2%
PMFA
971
Plante Moran Financial Advisors
Michigan
$31.7K
PPC
972
Park Place Capital
Alabama
$31.6K
OWP
973
ORG Wealth Partners
Texas
$30.4K +$4K +80 +16%
Barclays
974
Barclays
United Kingdom
$30.4K
TSMHT
975
Thurston Springer Miller Herd & Titak
Indiana
$29.9K