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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
951
Acute Investment Advisory
Arizona
$238K -$178K -3,074 -42%
FWM
952
Forza Wealth Management
Florida
$236K – – –
BIG
953
Brookwood Investment Group
Arizona
$235K -$77.5K -1,336 -24%
AWM
954
Accel Wealth Management
Iowa
$234K -$22.2K -383 -8%
DCM
955
Donaldson Capital Management
Indiana
$234K -$2.67K -46 -1%
TH
956
TCTC Holdings
Texas
$233K – – –
ARC
957
Advisor Resource Council
Texas
$233K +$16.7K +288 +8%
HSA
958
HBK Sorce Advisory
Pennsylvania
$233K +$13.2K +227 +6%
HWP
959
Hibernia Wealth Partners
Louisiana
$229K +$235K +4,043 New
BCA
960
Bay Colony Advisors
Massachusetts
$228K -$3.37K -58 -1%
SP
961
SmartHarvest Portfolios
Washington
$227K +$10.2K +176 +5%
SI
962
Stirlingshire Investments
New York
$227K -$13.3K -230 -5%
Empower Advisory Group
963
Empower Advisory Group
Colorado
$227K +$232K +4,004 New
IAS
964
Integrity Advisory Solutions
Texas
$226K -$62.5K -1,078 -21%
DCM
965
Delta Capital Management
New Jersey
$226K – – –
VC
966
Veracity Capital
Georgia
$225K -$5.92K -102 -2%
IG
967
IFS Group
Pennsylvania
$225K +$231K +3,976 New
WAS
968
Winch Advisory Services
Wisconsin
$225K +$5.11K +88 +2%
TAM
969
Tucker Asset Management
Colorado
$222K – – –
B
970
Bayban
Minnesota
$222K -$31.6K -545 -12%
AC
971
Asio Capital
Kentucky
$221K – – –
TCA
972
Trifecta Capital Advisors
Illinois
$221K – – –
TWIM
973
TIAA Wealth Investment Management
New York
$221K +$230K +3,968 New
CL
974
COWA LLC
Oklahoma
$221K -$232K -4,000 -51%
BFWA
975
Benchmark Financial Wealth Advisors
Florida
$220K +$812 +14 +0.4%