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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWS
1026
MFA Wealth Services
California
$202K +$199K +3,321 New
Members Trust
1027
Members Trust
Florida
$202K +$199K +3,317 New
RSWM
1028
Robertson Stephens Wealth Management
California
$201K +$198K +3,311 New
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K -$94.7K -1,583 -33%
BTI
1030
Blue Trust Inc
Georgia
$196K +$16.3K +272 +9%
EWM
1031
Evermay Wealth Management
Virginia
$193K
PRP
1032
Peak Retirement Planning
Ohio
$192K +$189K +3,161 New
SS
1033
SBI Securities
Japan
$191K +$3.71K +62 +2%
HFS
1034
Hantz Financial Services
Michigan
$188K -$19.5K -326 -10%
National Bank of Canada
1035
National Bank of Canada
Quebec, Canada
$187K -$47.7K -797 -21%
MFT
1036
Moisand Fitzgerald Tamayo
Florida
$186K -$13.8K -230 -7%
POIA
1037
Pin Oak Investment Advisors
Texas
$184K
CWP
1038
Concord Wealth Partners
Virginia
$180K -$34.9K -583 -16%
AA
1039
Ancora Advisors
Ohio
$180K
OSNBOA
1040
Old Second National Bank of Aurora
Illinois
$172K -$261K -4,354 -61%
CCMI
1041
Creative Capital Management Investments
California
$171K +$168K +2,812 New
CT
1042
Colonial Trust
South Carolina
$170K
FDCDDQ
1043
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K
OA
1044
Operose Advisors
Wisconsin
$164K -$30.6K -511 -16%
ITIM
1045
Indiana Trust & Investment Management
Indiana
$164K -$4.97K -83 -3%
APFP
1046
Action Point Financial Planning
Michigan
$161K +$158K +2,646 New
CA
1047
Continuum Advisory
Idaho
$159K +$157K +2,615 New
HWA
1048
Heritage Wealth Advisors
Virginia
$152K
LAS
1049
Lloyd Advisory Services
Georgia
$150K +$66.7K +1,115 +82%
BWS
1050
Buck Wealth Strategies
Colorado
$148K +$146K +2,435 New