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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
276
Centennial Wealth Advisory
Michigan
$6.82M +$960K +19,210 +17%
AWA
277
Arete Wealth Advisors
Illinois
$6.77M +$318K +6,373 +5%
PWM
278
Penobscot Wealth Management
Maine
$6.65M +$467K +9,349 +8%
GCA
279
Greenwood Capital Associates
South Carolina
$6.64M -$79.6K -1,592 -1%
SFG
280
Snider Financial Group
Washington
$6.63M +$282K +5,647 +5%
MWM
281
Modera Wealth Management
New Jersey
$6.62M +$83.6K +1,673 +1%
SIM
282
Synergy Investment Management
Florida
$6.53M +$819K +16,398 +15%
FPAS
283
Focus Partners Advisor Solutions
Missouri
$6.46M -$52.8K -1,056 -0.8%
MA
284
Mutual Advisors
Nebraska
$6.42M +$335K +6,706 +6%
IPW
285
Intergy Private Wealth
Colorado
$6.4M +$300 +6 +0%
HPC
286
HM Payson & Co
Maine
$6.38M
SWM
287
Spire Wealth Management
Virginia
$6.25M -$796K -15,938 -12%
GWSG
288
GPS Wealth Strategies Group
Colorado
$6.14M +$202K +4,033 +4%
Natixis Advisors
289
Natixis Advisors
Massachusetts
$6.09M -$997K -19,956 -15%
FIM
290
Freedom Investment Management
Connecticut
$6.07M -$173K -3,457 -3%
SCP
291
Stevens Capital Partners
Nebraska
$6.07M +$144K +2,881 +3%
AAS
292
Asset Allocation Strategies
Michigan
$5.96M -$2.7M -53,942 -32%
Ensign Peak Advisors
293
Ensign Peak Advisors
Utah
$5.87M +$5.6M +112,094 New
CFG
294
Cooper Financial Group
California
$5.76M -$837K -16,756 -13%
TC
295
TAGStone Capital
North Carolina
$5.75M +$361K +7,225 +7%
IWP
296
IAG Wealth Partners
Wisconsin
$5.72M +$1.48M +29,665 +37%
SGWM
297
Sterling Group Wealth Management
California
$5.68M -$3.96M -79,278 -42%
Koshinski Asset Management
298
Koshinski Asset Management
Illinois
$5.65M +$17.7K +355 +0.3%
ATWA
299
Arbor Trust Wealth Advisors
Michigan
$5.61M -$752K -15,057 -12%
OAM
300
Occidental Asset Management
California
$5.58M +$142K +2,844 +3%