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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
251
RDA Financial Network
Iowa
$3.54M +$229K +5,295 +7%
TC
252
TAGStone Capital
North Carolina
$3.53M +$108K +2,497 +3%
BCG
253
Breakwater Capital Group
New Jersey
$3.52M -$451K -10,403 -11%
WEG
254
World Equity Group
Illinois
$3.51M +$3.11M +71,889 +542%
FAIM
255
Financial Advocates Investment Management
Washington
$3.5M +$337K +7,775 +10%
GFPC
256
Global Financial Private Client
Florida
$3.44M
TFA
257
Tranquilli Financial Advisor
New Jersey
$3.35M -$139K -3,211 -4%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$3.28M -$544K -12,563 -14%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$3.28M +$432K +9,968 +15%
TW
260
Transform Wealth
Colorado
$3.17M -$29.1K -672 -0.9%
IWP
261
IAG Wealth Partners
Wisconsin
$3.17M -$169K -3,913 -5%
IP
262
Ignite Planners
California
$3.16M +$3.37M +77,696 New
CWM
263
Cornerstone Wealth Management
Missouri
$3.13M -$316K -7,288 -9%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$3.13M +$52.9K +1,221 +2%
Creative Planning
265
Creative Planning
Kansas
$3.08M -$536K -12,370 -14%
HHGC
266
Hunting Hill Global Capital
New York
$3.05M +$1.43M +33,000 +81%
IGWM
267
ICA Group Wealth Management
Colorado
$3.04M +$405K +9,353 +15%
SWA
268
Stratos Wealth Advisors
Ohio
$2.97M +$1.09M +25,209 +54%
PTC
269
Private Trust Company
Ohio
$2.96M +$541K +12,492 +21%
GWP
270
Gateway Wealth Partners
Wisconsin
$2.94M -$587K -13,555 -16%
SPIA
271
Steward Partners Investment Advisory
New York
$2.9M +$187K +4,308 +7%
SF
272
Summit Financial
New Jersey
$2.83M +$700K +16,151 +31%
RTL
273
Red Tortoise LLC
Georgia
$2.82M +$10.5K +243 +0.4%
TCWM
274
Total Clarity Wealth Management
Illinois
$2.82M +$1.01M +23,399 +52%
RIM
275
Redwood Investment Management
Arizona
$2.81M +$2.95M +68,123 New