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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$7.86M +$1.88M +36,235 +31%
FAIM
252
Financial Advocates Investment Management
Washington
$7.83M +$2.69M +51,893 +53%
TC
253
Trilogy Capital
California
$7.74M +$260K +5,011 +3%
LWP
254
Laurel Wealth Planning
Minnesota
$7.72M +$590K +11,377 +8%
AI
255
Auour Investments
Massachusetts
$7.7M +$586K +11,301 +8%
GWAM
256
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.67M +$2.74M +52,906 +54%
AFTS
257
American Financial & Tax Strategies
New York
$7.57M -$537K -10,345 -7%
SAM
258
Smithbridge Asset Management
Pennsylvania
$7.55M +$7.67M +147,878 New
LA
259
Lynch & Associates
Indiana
$7.54M +$107K +2,062 +1%
CSWG
260
Cardinal Strategic Wealth Guidance
Kentucky
$7.27M +$737K +14,214 +11%
IA
261
Integrity Alliance
Iowa
$7.27M +$7.38M +142,281 New
KFI
262
Key Financial Inc
Pennsylvania
$7.26M -$49.9K -963 -0.7%
AFA
263
AA Financial Advisors
Ohio
$7.25M -$9.92M -191,197 -57%
FNWM
264
Financial Network Wealth Management
Utah
$7.18M +$637K +12,273 +10%
TF
265
TME Financial
California
$7.14M +$3.91M +75,463 +117%
DWM
266
Denver Wealth Management
Colorado
$7.08M +$427K +8,234 +6%
KAS
267
Kestra Advisory Services
Texas
$7.06M +$346K +6,673 +5%
PWM
268
Partnership Wealth Management
Maryland
$7.03M -$7.73K -149 -0.1%
Natixis Advisors
269
Natixis Advisors
Massachusetts
$6.96M +$6.55M +126,226 +1,258%
IWN
270
Independent Wealth Network
Iowa
$6.96M +$35.9K +692 +0.5%
SWM
271
Spire Wealth Management
Virginia
$6.91M -$3.32M -63,957 -32%
SWA
272
Stratos Wealth Advisors
Ohio
$6.89M -$203K -3,910 -3%
RCWM
273
Red Crane Wealth Management
California
$6.88M -$39.9K -769 -0.6%
WFPG
274
Waller Financial Planning Group
Ohio
$6.8M -$934K -18,010 -12%
CWMS
275
Cannon Wealth Management Services
North Carolina
$6.68M +$238K +4,580 +4%