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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
226
Motive Wealth Advisors
Michigan
$3.73M -$2.06M -50,933 -36%
JFG
227
JDM Financial Group
Texas
$3.65M -$219K -5,401 -6%
AMG
228
Asset Management Group
Connecticut
$3.58M +$219K +5,394 +7%
AFS
229
Annapolis Financial Services
Maryland
$3.56M
CWM
230
Cornerstone Wealth Management
Missouri
$3.54M +$3.52M +86,987 New
GFPC
231
Global Financial Private Client
Florida
$3.5M -$124K -3,049 -3%
TC
232
TAGStone Capital
North Carolina
$3.45M +$115K +2,833 +3%
GEA
233
Glen Eagle Advisors
New Jersey
$3.39M +$344K +8,484 +11%
CWA
234
Centennial Wealth Advisory
Michigan
$3.36M -$6.95M -171,481 -68%
TFA
235
Tranquilli Financial Advisor
New Jersey
$3.33M +$388K +9,571 +13%
SHJ
236
Sharkey, Howes & Javer
Colorado
$3.31M -$519K -12,821 -14%
IWP
237
IAG Wealth Partners
Wisconsin
$3.29M -$278K -6,862 -8%
FFG
238
Fullen Financial Group
Ohio
$3.29M -$11.1K -273 -0.3%
RFN
239
RDA Financial Network
Iowa
$3.29M -$139K -3,437 -4%
ZIG
240
Zurich Insurance Group
Switzerland
$3.24M
TW
241
Transform Wealth
Colorado
$3.15M +$2.96K +73 +0.1%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$3.15M +$38.1K +940 +1%
FIA
243
Foundations Investment Advisors
Arizona
$2.85M +$2.84M +70,085 New
FAIM
244
Financial Advocates Investment Management
Washington
$2.85M +$1.25M +30,899 +79%
CCMG
245
Clark Capital Management Group
Pennsylvania
$2.83M -$315M -7,778,482 -99%
GWP
246
Gateway Wealth Partners
Wisconsin
$2.83M +$1.29M +31,949 +85%
SWP
247
Stratos Wealth Partners
Ohio
$2.82M -$479K -11,831 -15%
Creative Planning
248
Creative Planning
Kansas
$2.78M -$108K -2,656 -4%
RTL
249
Red Tortoise LLC
Georgia
$2.77M +$1.3K +32 +0%
KAS
250
Kestra Advisory Services
Texas
$2.67M -$12.3M -303,883 -82%