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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
251
Financial Advocates Investment Management
Washington
$3.54M +$297K +7,199 +10%
IWP
252
IAG Wealth Partners
Wisconsin
$3.49M -$248 -6 -0%
CWA
253
Centennial Wealth Advisory
Michigan
$3.49M -$75.8K -1,836 -2%
RFN
254
RDA Financial Network
Iowa
$3.47M -$14K -338 -0.4%
TW
255
Transform Wealth
Colorado
$3.35M +$11K +266 +0.3%
SFS
256
Sowell Financial Services
Arkansas
$3.33M +$2.46M +59,660 +343%
DWM
257
Drive Wealth Management
Utah
$3.29M -$4.14M -100,344 -57%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$3.22M -$115K -2,776 -4%
PSCM
259
Per Stirling Capital Management
Texas
$3.04M +$2.91M +70,485 New
VW
260
Vance Wealth
California
$3.04M +$1.25M +30,321 +76%
RTL
261
Red Tortoise LLC
Georgia
$2.95M +$10.2K +246 +0.4%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$2.86M +$2.72M +65,953 +131,906%
SPIA
263
Steward Partners Investment Advisory
New York
$2.85M +$100K +2,425 +4%
AIS
264
American Investment Services
Massachusetts
$2.8M -$123K -2,990 -4%
IGWM
265
ICA Group Wealth Management
Colorado
$2.78M +$629K +15,239 +31%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$2.71M -$52.7K -1,275 -2%
CAC
267
Certified Advisory Corp
Florida
$2.7M +$193K +4,664 +8%
KAS
268
Kestra Advisory Services
Texas
$2.7M -$128K -3,100 -5%
PIFP
269
Partners in Financial Planning
Virginia
$2.67M -$2.64K -64 -0.1%
AWM
270
Apollon Wealth Management
South Carolina
$2.62M +$562K +13,614 +29%
PTC
271
Private Trust Company
Ohio
$2.55M +$104K +2,524 +4%
CIM
272
Corda Investment Management
Texas
$2.51M -$128K -3,100 -5%
AFP
273
Ausdal Financial Partners
Iowa
$2.48M +$339K +8,201 +17%
RMAM
274
Raab & Moskowitz Asset Management
New Jersey
$2.48M +$66.1K +1,600 +3%
EI
275
Ellevest Inc
New York
$2.46M +$28.2K +684 +1%