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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1051
Westside Investment Management
California
$65.6K -$16.1K -278 -19%
FFC
1052
First Financial Corp
Indiana
$65.5K
ADL
1053
Asset Dedication LLC
California
$63.5K
GWSA
1054
Global Wealth Strategies & Associates
Colorado
$62.9K +$7.37K +127 +13%
PA
1055
Parallel Advisors
California
$60.4K +$986 +17 +2%
AIM
1056
Access Investment Management
Georgia
$59.4K
BA
1057
Ballast Advisors
Minnesota
$59.1K +$2.15K +37 +4%
LAMC
1058
Longview Asset Management (California)
California
$57.9K
IRAG
1059
Investment Research & Advisory Group
Georgia
$57.8K
SIS
1060
Sound Income Strategies
Florida
$56.6K -$55.9K -964 -49%
QCG
1061
Quadrant Capital Group
Ohio
$56.6K
SC
1062
SouthState Corp
Florida
$56.6K +$58K +1,000 New
NFSG
1063
Newbridge Financial Services Group
Florida
$51.5K
SIC
1064
Salem Investment Counselors
North Carolina
$50.8K +$52.1K +898 New
BAM
1065
Byrne Asset Management
New Jersey
$50.4K -$290 -5 -3%
EP
1066
Essential Partners
California
$49.2K
GWM
1067
Grand Wealth Management
Michigan
$47.6K
MAFA
1068
MJT & Associates Financial Advisory
Minnesota
$47.5K
TWM
1069
TopTier Wealth Management
Wisconsin
$45.8K +$47K +810 New
EPAM
1070
Evelyn Partners Asset Management
$45.6K +$46.8K +806 New
TFM
1071
TFC Financial Management
Massachusetts
$45.2K
SGK
1072
Steigerwald Gordon & Koch
Virginia
$45K
DF
1073
DecisionPoint Financial
Arizona
$42.4K +$23.6K +406 +118%
CA
1074
Crewe Advisors
Utah
$41.8K -$31.2K -537 -42%
FIM
1075
FWL Investment Management
Texas
$41.6K