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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
226
New England Capital Financial Advisors
Connecticut
$11.5M -$394K -6,791 -3%
LFG
227
Larson Financial Group
Missouri
$11.4M -$855K -14,738 -7%
LOWM
228
Laurel Oak Wealth Management
New Jersey
$11.3M -$3.56M -61,375 -23%
Mirae Asset Global Investments
229
Mirae Asset Global Investments
South Korea
$11.3M +$11.6M +200,000 New
MFG
230
Merit Financial Group
Georgia
$11.3M -$579K -9,984 -5%
BWM
231
BCS Wealth Management
Tennessee
$11.2M -$9.59M -165,249 -46%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$11M +$328K +5,651 +3%
FF
233
Foronjy Financial
California
$10.7M +$472K +8,135 +5%
NWA
234
Northwest Wealth Advisors
Washington
$10.5M +$932K +16,065 +9%
FGAM
235
Financial Gravity Asset Management
Texas
$10.5M +$534K +9,205 +5%
BFG
236
Buttonwood Financial Group
Missouri
$10.5M -$300K -5,173 -3%
WA
237
Walsh & Associates
Florida
$10.4M -$23K -397 -0.2%
FFA
238
Farther Finance Advisors
California
$10.4M +$246K +4,236 +2%
Franklin Resources
239
Franklin Resources
California
$10.2M +$10.1M +173,743 +2,499%
CAM
240
Cresset Asset Management
Illinois
$10.2M -$445K -7,677 -4%
MFS
241
Madrid Financial Services
California
$10.1M +$579K +9,979 +6%
OHIS
242
Oak Harvest Investment Services
Texas
$10.1M -$556K -9,582 -5%
PC
243
Pecaut & Co
Iowa
$10M -$651K -11,227 -6%
P
244
&Partners
Tennessee
$9.94M +$195K +3,353 +2%
SCP
245
Stevens Capital Partners
Nebraska
$9.77M +$544K +9,385 +6%
TC
246
Town Capital
Maryland
$9.58M +$5.01M +86,373 +104%
AI
247
Auour Investments
Massachusetts
$9.43M +$125K +2,149 +1%
FNWM
248
Financial Network Wealth Management
Utah
$9.41M +$306K +5,268 +3%
FMP
249
Financial Management Professionals
Texas
$9.27M +$9.51M +163,900 New
BLWM
250
Bucket List Wealth Management
Florida
$9.25M -$10.9M -187,949 -53%