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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1026
Hantz Financial Services
Michigan
$120K +$12K +213 +11%
DWM
1027
Darwin Wealth Management
Florida
$120K -$19K -339 -14%
TCOV
1028
Trust Company of Vermont
Vermont
$116K +$7.3K +130 +7%
SIS
1029
Sound Income Strategies
Florida
$114K +$67.2K +1,196 +156%
BFS
1030
Bare Financial Services
Pennsylvania
$114K – – –
DWM
1031
Dogwood Wealth Management
Kansas
$106K -$14.2M -252,711 -99%
NB
1032
NBT Bank
New York
$104K +$112 +2 +0.2%
SFG
1033
Strive Financial Group
Indiana
$102K +$101K +1,791 New
EWM
1034
Evolution Wealth Management
Florida
$98.7K -$5.84K -104 -6%
BW
1035
Basepoint Wealth
Iowa
$94.9K +$93.8K +1,669 New
DF
1036
Dunhill Financial
United Kingdom
$94.2K -$1.41K -25 -1%
CMP
1037
Coston McIsaac & Partners
Maine
$92K – – –
MPW
1038
MASECO Private Wealth
$91.2K +$90.2K +1,606 New
PCFFS
1039
Pacific Center for Financial Services
California
$87.4K – – –
PMFA
1040
Plante Moran Financial Advisors
Michigan
$87.1K +$52.1K +928 +153%
PS
1041
Pinney & Scofield
Massachusetts
$86K – – –
AIC
1042
Archer Investment Corporation
Indiana
$85.8K -$281 -5 -0.3%
NL
1043
NVWM LLC
Pennsylvania
$83K – – –
MCM
1044
Manchester Capital Management
Vermont
$82.4K +$27.3K +486 +50%
WIM
1045
Westside Investment Management
California
$81.7K – – –
OC
1046
Optima Capital
Oregon
$77.9K +$77K +1,371 New
KFG
1047
Kingdom Financial Group
Arizona
$77K +$76.1K +1,355 New
TIM
1048
Thompson Investment Management
Wisconsin
$73.9K +$562 +10 +0.8%
CPG
1049
Cornerstone Planning Group
New Jersey
$72.6K +$67.7K +1,205 +2,459%
CA
1050
Crewe Advisors
Utah
$72.5K +$20.9K +372 +41%