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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
226
Goldstone Financial Group
Illinois
$11.7M -$56K -996 -0.5%
PWG
227
Private Wealth Group
Florida
$11.3M +$506K +9,005 +5%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$11.3M +$2.34M +41,670 +27%
BFG
229
Buttonwood Financial Group
Missouri
$11.1M +$4.88M +86,786 +84%
GWM
230
Gibbs Wealth Management
Georgia
$11M -$420K -7,479 -4%
CWM
231
Collaborative Wealth Management
Florida
$10.9M +$43.2K +769 +0.4%
RMS
232
Retirement Management Systems
Maryland
$10.8M +$10.7M +190,573 New
PC
233
Pecaut & Co
Iowa
$10.7M +$227K +4,036 +2%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$10.7M +$802K +14,282 +8%
OHIS
235
Oak Harvest Investment Services
Texas
$10.7M +$133K +2,368 +1%
CAM
236
Cresset Asset Management
Illinois
$10.7M +$395K +7,028 +4%
WA
237
Walsh & Associates
Florida
$10.5M +$10.3M +183,960 New
CCMG
238
Clark Capital Management Group
Pennsylvania
$10.4M +$10.3M +183,062 New
FF
239
Foronjy Financial
California
$10.2M +$1.31M +23,400 +15%
AWM
240
Axxcess Wealth Management
California
$10.2M -$670K -11,928 -6%
M&T Bank
241
M&T Bank
New York
$10.2M +$292K +5,192 +3%
FFA
242
Farther Finance Advisors
California
$10.2M +$151K +2,696 +2%
FGAM
243
Financial Gravity Asset Management
Texas
$10M +$569K +10,123 +6%
P
244
&Partners
Tennessee
$9.79M +$4.83M +86,054 +100%
PWM
245
Parkway Wealth Management
Texas
$9.77M +$9.66M +172,034 New
NWA
246
Northwest Wealth Advisors
Washington
$9.66M +$9.55M +170,052 New
SC
247
Savant Capital
Illinois
$9.63M -$705K -12,551 -7%
MFS
248
Madrid Financial Services
California
$9.62M +$19.7K +351 +0.2%
AWM
249
Aureum Wealth Management
Florida
$9.53M +$9.42M +167,759 New
AI
250
Auour Investments
Massachusetts
$9.35M -$279K -4,974 -3%