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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
251
Independent Wealth Network
Iowa
$8.16M +$359K +6,672 +5%
CAGAS
252
Capital Advisory Group Advisory Services
Minnesota
$8.12M +$729K +13,540 +10%
UFA
253
Uptown Financial Advisors
Texas
$8.1M +$232K +4,314 +3%
SIM
254
Synergy Investment Management
Florida
$8.04M +$1.1M +20,379 +16%
DWM
255
Denver Wealth Management
Colorado
$7.87M +$364K +6,763 +5%
WI
256
WrapManager Inc
California
$7.86M -$3.23M -60,010 -30%
PWM
257
Partnership Wealth Management
Maryland
$7.72M +$34.2K +635 +0.5%
B
258
Bensler
Washington
$7.7M +$278K +5,162 +4%
MWA
259
Motive Wealth Advisors
Michigan
$7.63M -$30.4K -564 -0.4%
SSW
260
Stone Summit Wealth
Florida
$7.57M -$2.02M -37,543 -22%
SWA
261
Stratos Wealth Advisors
Ohio
$7.54M +$30K +558 +0.4%
CWA
262
Centennial Wealth Advisory
Michigan
$7.5M +$279K +5,179 +4%
CWMS
263
Cannon Wealth Management Services
North Carolina
$7.43M -$54.8K -1,017 -0.8%
AFA
264
AA Financial Advisors
Ohio
$7.39M -$75.4K -1,401 -1%
IP
265
Ignite Planners
California
$7.32M -$74.5K -1,383 -1%
AQR Capital Management
266
AQR Capital Management
Connecticut
$7.27M +$2.14M +39,760 +43%
GCA
267
Greenwood Capital Associates
South Carolina
$7.25M +$229K +4,248 +3%
AWA
268
Arete Wealth Advisors
Illinois
$7.25M +$88.3K +1,639 +1%
SFG
269
Snider Financial Group
Washington
$7.15M +$139K +2,578 +2%
RCWM
270
Red Crane Wealth Management
California
$7.13M -$526K -9,769 -7%
Nomura Asset Management
271
Nomura Asset Management
Japan
$6.99M -$4.23M -78,510 -38%
MA
272
Mutual Advisors
Nebraska
$6.87M +$182K +3,380 +3%
MWM
273
Modera Wealth Management
New Jersey
$6.86M -$131K -2,432 -2%
SCP
274
Stevens Capital Partners
Nebraska
$6.84M +$457K +8,492 +7%
HPC
275
HM Payson & Co
Maine
$6.75M