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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$9.21M +$380K +7,462 +4%
DWM
227
Dogwood Wealth Management
Kansas
$9.11M +$397K +7,792 +5%
PWG
228
Portside Wealth Group
Utah
$9.08M +$781K +15,338 +10%
SI
229
Stephens Inc
Arkansas
$9.06M +$2.06M +40,441 +31%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$9M -$563K -11,064 -6%
IA
231
IFG Advisory
Georgia
$8.83M +$2.9M +57,024 +52%
CI
232
CX Institutional
Indiana
$8.79M +$651K +12,794 +8%
GFG
233
Goldstone Financial Group
Illinois
$8.67M +$1.06M +20,756 +14%
HPC
234
Hobart Private Capital
North Carolina
$8.56M +$241K +4,744 +3%
HPC
235
HM Payson & Co
Maine
$8.42M
PC
236
Pecaut & Co
Iowa
$8.42M +$290K +5,701 +4%
1WM
237
1900 Wealth Management
Texas
$8.41M -$106K -2,079 -1%
CM
238
Churchill Management
California
$8.31M -$77.9K -1,531 -1%
OCBCO
239
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.28M +$1.23M +24,164 +18%
QC
240
Quent Capital
New York
$8.28M -$71.4K -1,403 -0.9%
JFA
241
JNBA Financial Advisors
Minnesota
$8.18M -$521K -10,229 -6%
CIA
242
Concurrent Investment Advisors
Florida
$8.14M +$4.07M +79,890 +108%
SWA
243
SOA Wealth Advisors
New York
$8.09M +$2.23M +43,857 +40%
AI
244
Atria Investments
North Carolina
$8.04M +$5.87M +115,415 +315%
Charles Schwab
245
Charles Schwab
California
$7.94M -$6.49M -127,455 -46%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$7.91M +$3.78M +74,303 +99%
SWA
247
Stratos Wealth Advisors
Ohio
$7.91M +$1.11M +21,820 +17%
BWM
248
BCS Wealth Management
Tennessee
$7.81M +$612K +12,028 +9%
AAS
249
Asset Allocation Strategies
Michigan
$7.58M +$7.3M +143,365 New
KFI
250
Key Financial Inc
Pennsylvania
$7.57M +$85.1K +1,672 +1%