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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
226
Topel & Distasi Wealth Management
California
$3.73M – – –
MWA
227
Motive Wealth Advisors
Michigan
$3.73M -$2.06M -50,933 -36%
JFG
228
JDM Financial Group
Texas
$3.65M -$219K -5,401 -6%
AMG
229
Asset Management Group
Connecticut
$3.58M +$219K +5,394 +7%
AFS
230
Annapolis Financial Services
Maryland
$3.56M – – –
CWM
231
Cornerstone Wealth Management
Missouri
$3.54M +$3.52M +86,987 New
GFPC
232
Global Financial Private Client
Florida
$3.5M -$124K -3,049 -3%
TC
233
TAGStone Capital
North Carolina
$3.45M +$115K +2,833 +3%
GEA
234
Glen Eagle Advisors
New Jersey
$3.39M +$344K +8,484 +11%
CWA
235
Centennial Wealth Advisory
Michigan
$3.36M -$6.95M -171,481 -68%
TFA
236
Tranquilli Financial Advisor
New Jersey
$3.33M +$388K +9,571 +13%
SHJ
237
Sharkey, Howes & Javer
Colorado
$3.31M -$519K -12,821 -14%
IWP
238
IAG Wealth Partners
Wisconsin
$3.29M -$278K -6,862 -8%
FFG
239
Fullen Financial Group
Ohio
$3.29M -$11.1K -273 -0.3%
RFN
240
RDA Financial Network
Iowa
$3.29M -$139K -3,437 -4%
ZIG
241
Zurich Insurance Group
Switzerland
$3.24M – – –
TW
242
Transform Wealth
Colorado
$3.15M +$2.96K +73 +0.1%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$3.15M +$38.1K +940 +1%
FIA
244
Foundations Investment Advisors
Arizona
$2.85M +$2.84M +70,085 New
FAIM
245
Financial Advocates Investment Management
Washington
$2.85M +$1.25M +30,899 +79%
CCMG
246
Clark Capital Management Group
Pennsylvania
$2.83M -$315M -7,778,482 -99%
GWP
247
Gateway Wealth Partners
Wisconsin
$2.83M +$1.29M +31,949 +85%
SWP
248
Stratos Wealth Partners
Ohio
$2.82M -$479K -11,831 -15%
Creative Planning
249
Creative Planning
Kansas
$2.78M -$108K -2,656 -4%
RTL
250
Red Tortoise LLC
Georgia
$2.77M +$1.3K +32 +0%