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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1026
Sound Income Strategies
Florida
$114K +$67.2K +1,196 +156%
BFS
1027
Bare Financial Services
Pennsylvania
$114K
DWM
1028
Dogwood Wealth Management
Kansas
$106K -$14.2M -252,711 -99%
NB
1029
NBT Bank
New York
$104K +$112 +2 +0.2%
SFG
1030
Strive Financial Group
Indiana
$102K +$101K +1,791 New
EWM
1031
Evolution Wealth Management
Florida
$98.7K -$5.84K -104 -6%
BW
1032
Basepoint Wealth
Iowa
$94.9K +$93.8K +1,669 New
DF
1033
Dunhill Financial
United Kingdom
$94.2K -$1.41K -25 -1%
CMP
1034
Coston McIsaac & Partners
Maine
$92K
MPW
1035
MASECO Private Wealth
$91.2K +$90.2K +1,606 New
PCFFS
1036
Pacific Center for Financial Services
California
$87.4K
PMFA
1037
Plante Moran Financial Advisors
Michigan
$87.1K +$52.1K +928 +153%
PS
1038
Pinney & Scofield
Massachusetts
$86K
AIC
1039
Archer Investment Corporation
Indiana
$85.8K -$281 -5 -0.3%
NL
1040
NVWM LLC
Pennsylvania
$83K
MCM
1041
Manchester Capital Management
Vermont
$82.4K +$27.3K +486 +50%
WIM
1042
Westside Investment Management
California
$81.7K
OC
1043
Optima Capital
Oregon
$77.9K +$77K +1,371 New
KFG
1044
Kingdom Financial Group
Arizona
$77K +$76.1K +1,355 New
TIM
1045
Thompson Investment Management
Wisconsin
$73.9K +$562 +10 +0.8%
CPG
1046
Cornerstone Planning Group
New Jersey
$72.6K +$67.7K +1,205 +2,459%
CA
1047
Crewe Advisors
Utah
$72.5K +$20.9K +372 +41%
TWC
1048
TD Waterhouse Canada
Ontario, Canada
$71.5K
FFC
1049
First Financial Corp
Indiana
$65.7K
ADL
1050
Asset Dedication LLC
California
$63.7K -$5.06K -90 -7%