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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1151
CNB Bank
Pennsylvania
$4.09K -$1.01K -18 -20%
MWA
1152
Medallion Wealth Advisors
Connecticut
$3.61K +$56 +1 +2%
SHIM
1153
Stone House Investment Management
Pennsylvania
$3.42K – – –
HBW
1154
Hazlett, Burt & Watson
West Virginia
$3K -$1.07K -19 -22%
MS
1155
Monetary Solutions
Ohio
$2.84K +$2.81K +50 New
EWM
1156
EPG Wealth Management
Georgia
$2.46K +$1.12K +20 +87%
SAS
1157
Spurstone Advisory Services
Connecticut
$2.27K – – –
HB
1158
Horizon Bancorp
Indiana
$2K – – –
CSC
1159
Caldwell Sutter Capital
California
$1.7K +$1.69K +30 New
BIM
1160
Breakwater Investment Management
Washington
$1.48K – – –
SN
1161
Sittner & Nelson
Oregon
$1.01K +$955 +17 New
RWM
1162
Rialto Wealth Management
New York
$909 – – –
FCMT
1163
Founders Capital Management (Texas)
Texas
$243 – – –
DFA
1164
DHJJ Financial Advisors
Illinois
$178 – – –
Wellington Management Group
1165
Wellington Management Group
Massachusetts
– -$68.9M -1,244,355 Closed
Two Sigma Investments
1166
Two Sigma Investments
New York
– -$20.9M -377,400 Closed
WF
1167
Williams Financial
Vermont
– -$19.6M -353,680 Closed
SWA
1168
Stratos Wealth Advisors
Ohio
– -$7.54M -136,245 Closed
HPC
1169
HM Payson & Co
Maine
– -$6.75M -121,945 Closed
TW
1170
TritonPoint Wealth
Maryland
– -$5.05M -91,201 Closed
FA
1171
Fountainhead AM
New Jersey
– -$2.81M -50,765 Closed
TWP
1172
Tower Wealth Partners
Pennsylvania
– -$2.81M -50,711 Closed
FA
1173
Faithward Advisors
Pennsylvania
– -$2.8M -50,572 Closed
MPCL
1174
My Personal CFO LLC
Washington
– -$2.37M -42,850 Closed
MNA
1175
Manning & Napier Advisors
New York
– -$2.18M -39,406 Closed