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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CastleKeep Investment Advisors
1101
CastleKeep Investment Advisors
Connecticut
$68.8K +$67.7K +1,132 New
ADL
1102
Asset Dedication LLC
California
$68.2K – – –
PA
1103
Parallel Advisors
California
$66.7K +$1.74K +29 +3%
BAM
1104
Byrne Asset Management
New Jersey
$66.5K – – –
BA
1105
Ballast Advisors
Minnesota
$64.4K +$898 +15 +1%
AIM
1106
Access Investment Management
Georgia
$63.8K – – –
LAMC
1107
Longview Asset Management (California)
California
$62.2K – – –
IRAG
1108
Investment Research & Advisory Group
Georgia
$62.1K – – –
SC
1109
SouthState Corp
Florida
$60.8K – – –
NFSG
1110
Newbridge Financial Services Group
Florida
$55.4K – – –
SIC
1111
Salem Investment Counselors
North Carolina
$54.6K – – –
DF
1112
Downshift Financial
Colorado
$54.6K +$53.7K +898 New
SC
1113
Steph & Co
Wisconsin
$53.8K -$23.6K -394 -31%
EP
1114
Essential Partners
California
$52.8K – – –
CTC
1115
Central Trust Company
Missouri
$52.5K +$39.6K +661 +326%
MAFA
1116
MJT & Associates Financial Advisory
Minnesota
$51.1K – – –
MCA
1117
McGuire Capital Advisors
Oklahoma
$50.9K +$34.2K +571 +215%
BF
1118
Brooklyn FI
New York
$50.4K +$48.8K +816 New
CA
1119
Clearstead Advisors
Ohio
$50K -$331K -5,536 -87%
TFM
1120
TFC Financial Management
Massachusetts
$48.6K – – –
SGK
1121
Steigerwald Gordon & Koch
Virginia
$48.4K – – –
FCAS
1122
First Command Advisory Services
Texas
$47.5K +$5.09K +85 +12%
VL
1123
Vima LLC
Michigan
$46.7K +$46K +769 New
DF
1124
DecisionPoint Financial
Arizona
$45.8K – – –
SWP
1125
Strategic Wealth Partners
Ohio
$45.5K +$31.7K +529 +240%