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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
1051
Old Second National Bank of Aurora
Illinois
$172K -$261K -4,354 -61%
CCMI
1052
Creative Capital Management Investments
California
$171K +$168K +2,812 New
CT
1053
Colonial Trust
South Carolina
$170K – – –
FDCDDQ
1054
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K – – –
OA
1055
Operose Advisors
Wisconsin
$164K -$30.6K -511 -16%
ITIM
1056
Indiana Trust & Investment Management
Indiana
$164K -$4.97K -83 -3%
APFP
1057
Action Point Financial Planning
Michigan
$161K +$158K +2,646 New
CA
1058
Continuum Advisory
Idaho
$159K +$157K +2,615 New
HWA
1059
Heritage Wealth Advisors
Virginia
$152K – – –
LAS
1060
Lloyd Advisory Services
Georgia
$150K +$66.7K +1,115 +82%
BWS
1061
Buck Wealth Strategies
Colorado
$148K +$146K +2,435 New
AIC
1062
Archer Investment Corporation
Indiana
$147K -$8.2K -137 -5%
MMCM
1063
Murphy & Mullick Capital Management
New York
$146K – – –
NWMP
1064
Noble Wealth Management PBC
Colorado
$137K -$299 -5 -0.2%
PWAM
1065
Private Wealth Asset Management
Iowa
$136K – – –
WIM
1066
Westside Investment Management
California
$135K +$63.1K +1,054 +91%
TPCW
1067
TD Private Client Wealth
New York
$132K – – –
IBOK
1068
Independence Bank of Kentucky
Kentucky
$131K – – –
TCOV
1069
Trust Company of Vermont
Vermont
$124K +$122K +2,042 New
RFG
1070
REAP Financial Group
Texas
$124K +$115K +1,919 +1,654%
AIM
1071
Acropolis Investment Management
Missouri
$118K – – –
EWM
1072
Evolution Wealth Management
Florida
$118K +$11.8K +197 +11%
MPW
1073
MASECO Private Wealth
$115K +$17.2K +287 +18%
DAM
1074
Delta Asset Management
Tennessee
$114K +$113K +1,881 New
BFS
1075
Bare Financial Services
Pennsylvania
$111K – – –