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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Auour Investments
Massachusetts
$7.64M +$329K +6,189 +4%
GWM
252
Gibbs Wealth Management
Georgia
$7.62M +$713K +13,406 +10%
FGC
253
Financial Gravity Companies
Texas
$7.61M +$433K +8,136 +6%
TC
254
Trilogy Capital
California
$7.49M +$734K +13,800 +10%
LA
255
Lynch & Associates
Indiana
$7.45M +$227K +4,261 +3%
QC
256
Quadrature Capital
United Kingdom
$7.42M +$7.72M +145,061 New
GM
257
GeoWealth Management
Illinois
$7.36M +$256K +4,813 +3%
KFI
258
Key Financial Inc
Pennsylvania
$7.32M -$6.07K -114 -0.1%
AFP
259
Ausdal Financial Partners
Iowa
$7.25M +$511K +9,595 +7%
SCP
260
Stevens Capital Partners
Nebraska
$7.25M +$55.9K +1,051 +0.7%
LWP
261
Laurel Wealth Planning
Minnesota
$7.15M +$214K +4,025 +3%
SWA
262
Stratos Wealth Advisors
Ohio
$7.09M -$578K -10,856 -7%
PWM
263
Partnership Wealth Management
Maryland
$7.05M +$825K +15,502 +13%
CFG
264
Cooper Financial Group
California
$6.94M -$198K -3,722 -3%
IWN
265
Independent Wealth Network
Iowa
$6.93M +$301K +5,665 +4%
RCWM
266
Red Crane Wealth Management
California
$6.93M +$7.21M +135,464 New
AWA
267
Arete Wealth Advisors
Illinois
$6.83M +$1.63M +30,633 +30%
CWMS
268
Cannon Wealth Management Services
North Carolina
$6.83M -$234K -4,398 -3%
Charles Schwab
269
Charles Schwab
California
$6.82M -$904K -16,986 -11%
KAS
270
Kestra Advisory Services
Texas
$6.73M -$18.3M -344,352 -72%
DWM
271
Denver Wealth Management
Colorado
$6.66M +$590K +11,096 +9%
FNWM
272
Financial Network Wealth Management
Utah
$6.56M -$99.7K -1,873 -1%
CSWG
273
Cardinal Strategic Wealth Guidance
Kentucky
$6.56M +$91.3K +1,716 +1%
IP
274
Ignite Planners
California
$6.49M +$249K +4,687 +4%
UFA
275
Uptown Financial Advisors
Texas
$6.48M +$6.74M +126,633 New