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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
226
Oak Harvest Investment Services
Texas
$9.8M -$254K -5,087 -3%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$9.61M +$405K +8,107 +5%
HHGC
228
Hunting Hill Global Capital
New York
$9.6M +$9.16M +183,379 New
GWAM
229
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.58M +$1.64M +32,810 +22%
AssetMark Inc
230
AssetMark Inc
California
$9.55M +$1.42M +28,493 +19%
PC
231
Pecaut & Co
Iowa
$9.5M +$432K +8,649 +5%
CIA
232
Concurrent Investment Advisors
Florida
$9.48M -$854K -17,082 -9%
PWG
233
Private Wealth Group
Florida
$9.33M +$780K +15,611 +10%
BWM
234
BCS Wealth Management
Tennessee
$9.26M +$244K +4,886 +3%
FF
235
Foronjy Financial
California
$9.25M +$8.83M +176,652 New
SAM
236
Smithbridge Asset Management
Pennsylvania
$9.13M +$1.33M +26,572 +18%
SSW
237
Stone Summit Wealth
Florida
$9.13M -$891K -17,838 -9%
MFS
238
Madrid Financial Services
California
$9.06M +$393K +7,864 +5%
PWG
239
Portside Wealth Group
Utah
$9.06M +$500K +10,003 +6%
FAIM
240
Financial Advocates Investment Management
Washington
$9.03M +$1.13M +22,615 +15%
FGC
241
Financial Gravity Companies
Texas
$8.95M +$8.54M +170,978 New
VA
242
VestGen Advisors
Illinois
$8.93M -$963K -19,279 -10%
WFPG
243
Waller Financial Planning Group
Ohio
$8.71M +$1.66M +33,252 +25%
JWS
244
Juncture Wealth Strategies
Arizona
$8.64M -$520K -10,408 -6%
PIS
245
POM Investment Strategies
North Carolina
$8.62M +$8.15M +163,042 +10,064%
GB
246
Gunma Bank
Japan
$8.54M -$650K -13,000 -7%
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
$8.52M +$6.5M +130,155 +398%
CAM
248
Cobblestone Asset Management
Virginia
$8.5M +$388K +7,771 +5%
AI
249
Auour Investments
Massachusetts
$8.44M +$242K +4,833 +3%
CSWG
250
Cardinal Strategic Wealth Guidance
Kentucky
$8.28M +$790K +15,800 +11%