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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Axxcess Wealth Management
California
$9.82M -$3.07M -57,724 -23%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$9.73M +$848K +15,943 +9%
PFG
228
PAX Financial Group
Texas
$9.62M -$296K -5,558 -3%
CWM
229
Collaborative Wealth Management
Florida
$9.55M +$164K +3,078 +2%
SI
230
Stephens Inc
Arkansas
$9.51M +$779K +14,635 +9%
SGWM
231
Sterling Group Wealth Management
California
$9.48M +$238K +4,480 +2%
GG
232
GenWealth Group
New Jersey
$9.46M +$257K +4,838 +3%
JWS
233
Juncture Wealth Strategies
Arizona
$9.15M -$83.1K -1,562 -0.9%
AWS
234
Atria Wealth Solutions
New York
$9.08M -$3.88M -72,880 -29%
BWM
235
BCS Wealth Management
Tennessee
$8.78M +$1.28M +23,977 +16%
PC
236
Pecaut & Co
Iowa
$8.77M +$650K +12,220 +8%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$8.67M -$53.5K -1,006 -0.6%
NG
238
Novem Group
New York
$8.42M +$8.76M +164,705 New
HPC
239
Hobart Private Capital
North Carolina
$8.38M +$100K +1,881 +1%
MIM
240
Marshall Investment Management
Colorado
$8.3M +$8.35M +156,990 New
QC
241
Quent Capital
New York
$8.17M +$173K +3,253 +2%
MFS
242
Madrid Financial Services
California
$8.12M +$8.44M +158,706 New
AFTS
243
American Financial & Tax Strategies
New York
$8.11M +$1.46M +27,486 +21%
1WM
244
1900 Wealth Management
Texas
$8.08M -$57K -1,071 -0.7%
OCBCO
245
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.01M
CM
246
Churchill Management
California
$7.96M -$81.7K -1,535 -1%
PC
247
Promus Capital
Illinois
$7.87M +$8.18M +153,821 New
PWG
248
Portside Wealth Group
Utah
$7.78M -$1.04M -19,502 -11%
AI
249
Atria Investments
North Carolina
$7.74M -$33.4K -627 -0.4%
WFPG
250
Waller Financial Planning Group
Ohio
$7.73M +$656K +12,330 +9%