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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
251
Lynch & Associates
Indiana
$7.47M +$77.1K +1,514 +1%
SCP
252
Stevens Capital Partners
Nebraska
$7.44M +$178K +3,490 +3%
FGC
253
Financial Gravity Companies
Texas
$7.43M +$7.16M +140,611 New
CFG
254
Cooper Financial Group
California
$7.37M -$109K -2,138 -2%
GM
255
GeoWealth Management
Illinois
$7.35M +$1.06M +20,844 +18%
WFPG
256
Waller Financial Planning Group
Ohio
$7.34M +$235K +4,622 +3%
AI
257
Auour Investments
Massachusetts
$7.31M +$99K +1,945 +1%
SWM
258
SigFig Wealth Management
California
$7.23M +$6.99M +137,282 New
LWP
259
Laurel Wealth Planning
Minnesota
$7.18M -$424K -8,337 -6%
GWM
260
Gibbs Wealth Management
Georgia
$7.17M +$2.04M +40,044 +42%
CWMS
261
Cannon Wealth Management Services
North Carolina
$7.13M +$6.87M +134,905 New
TC
262
Trilogy Capital
California
$7.02M +$455K +8,945 +7%
AFP
263
Ausdal Financial Partners
Iowa
$6.99M +$2.08M +40,830 +45%
AFTS
264
American Financial & Tax Strategies
New York
$6.93M +$33.7K +662 +0.5%
FNWM
265
Financial Network Wealth Management
Utah
$6.88M -$318K -6,252 -5%
IWN
266
Independent Wealth Network
Iowa
$6.86M +$152K +2,981 +2%
CSWG
267
Cardinal Strategic Wealth Guidance
Kentucky
$6.69M +$732K +14,385 +13%
BRWA
268
B. Riley Wealth Advisors
Florida
$6.58M +$5.57M +109,409 +691%
MWM
269
Merriman Wealth Management
Washington
$6.57M -$281K -5,514 -4%
PWM
270
Partnership Wealth Management
Maryland
$6.47M -$4.92M -96,715 -44%
IPW
271
Intergy Private Wealth
Colorado
$6.46M -$21.8K -429 -0.3%
IP
272
Ignite Planners
California
$6.44M +$125K +2,448 +2%
FIM
273
Freedom Investment Management
Connecticut
$6.31M -$356K -6,991 -6%
DWM
274
Denver Wealth Management
Colorado
$6.3M +$392K +7,695 +7%
SA
275
Scarborough Advisors
Maryland
$6.23M -$19.7K -388 -0.3%