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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
976
Essential Partners
California
$48.1K +$46.8K +869 New
GWM
977
Grand Wealth Management
Michigan
$46.5K +$45.3K +841 New
WWMSC
978
Wagner Wealth Management (South Carolina)
South Carolina
$45.2K +$43.9K +816 New
TFM
979
TFC Financial Management
Massachusetts
$44.2K +$43K +799 New
SGK
980
Steigerwald Gordon & Koch
Virginia
$44K +$42.9K +796 New
SIS
981
Sound Income Strategies
Florida
$42.6K -$2.1K -39 -5%
FIM
982
FWL Investment Management
Texas
$40.7K – – –
KG
983
Kilter Group
New York
$39.7K +$38.6K +717 New
NSIM
984
North Star Investment Management
Illinois
$38.9K +$162 +3 +0.4%
BL
985
Balentine LLC
Georgia
$38.2K -$10.6K -197 -22%
AUB
986
Atlantic Union Bankshares
Virginia
$38K +$162 +3 +0.4%
VWA
987
VSM Wealth Advisory
Maryland
$36.4K +$162 +3 +0.5%
PA
988
Parallel Advisors
California
$35.7K +$215 +4 +0.6%
LWMI
989
Legacy Wealth Management (Idaho)
Idaho
$35.3K -$2.69K -50 -7%
PMFA
990
Plante Moran Financial Advisors
Michigan
$33.5K – – –
PPC
991
Park Place Capital
Alabama
$33K – – –
Barclays
992
Barclays
United Kingdom
$32.1K – – –
OWP
993
ORG Wealth Partners
Texas
$31.9K – – –
FDCP
994
Foster Dykema Cabot & Partners
Massachusetts
$31.5K – – –
PA
995
Pineridge Advisors
Missouri
$30.4K -$215 -4 -0.7%
BCWM
996
Bartlett & Co Wealth Management
Ohio
$30.1K – – –
AT
997
Arlington Trust
Alabama
$29.6K – – –
CFO
998
CVA Family Office
Colorado
$29.5K +$1.78K +33 +7%
TF
999
Tompkins Financial
New York
$29.1K – – –
FAI
1000
Fiduciary Advisors Inc
Missouri
$27.9K +$162 +3 +0.6%