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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
976
National Bank of Canada
Quebec, Canada
$219K +$56.1K +967 +33%
CCM
977
Coldstream Capital Management
Washington
$218K +$223K +3,845 New
GWS
978
Glassman Wealth Services
Virginia
$217K – – –
CBT
979
Crews Bank & Trust
Florida
$216K – – –
PBO
980
Peoples Bank (Ohio)
Ohio
$216K +$221K +3,816 New
WAS
981
Westco Advisory Services
New York
$215K – – –
WLIM
982
White Lighthouse Investment Management
Massachusetts
$214K +$348 +6 +0.2%
FA
983
Fiduciary Alliance
South Carolina
$213K -$23.3K -401 -10%
KL
984
Keenan LLC
Massachusetts
$213K – – –
CF
985
Carlson Financial
Oregon
$210K +$406 +7 +0.2%
SPFA
986
Summit Place Financial Advisors
New Jersey
$208K – – –
BWP
987
Bernardo Wealth Planning
Pennsylvania
$208K +$58 +1 +0%
SFPG
988
Stonebridge Financial Planning Group
Florida
$207K – – –
WMWM
989
Wilkins Miller Wealth Management
Alabama
$205K -$2.26K -39 -1%
SWASL
990
Spartan Wealth Advisory Services LLC
Michigan
$205K +$210K +3,627 New
AWA
991
AGH Wealth Advisors
Kansas
$204K +$209K +3,601 New
FSG
992
Financial Strategies Group
Michigan
$204K -$2.2K -38 -1%
SDJVC
993
St. Denis J. Villere & Co
Louisiana
$204K – – –
RWM
994
Rockwood Wealth Management
Pennsylvania
$203K – – –
CGPCS
995
Capital Group Private Client Services
California
$202K – – –
NL
996
NWAM LLC
Washington
$202K -$10.3K -177 -5%
FWP
997
Falcon Wealth Planning
California
$201K – – –
EA
998
Emerald Advisors
Washington
$201K -$4K -69 -2%
CWP
999
Concord Wealth Partners
Virginia
$201K -$3.77K -65 -2%
AAS
1000
AdviceOne Advisory Services
Connecticut
$200K – – –