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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
301
J.W. Cole Advisors
Florida
$6.55M +$191K +3,193 +3%
SWP
302
SIMA Wealth Partners
Virginia
$6.5M +$255K +4,262 +4%
AFA
303
AA Financial Advisors
Ohio
$6.49M -$117K -1,962 -2%
HI
304
Harbour Investments
Wisconsin
$6.47M +$372K +6,208 +6%
VT
305
Vise Technologies
New York
$6.45M +$2.65M +44,241 +72%
JWS
306
Juncture Wealth Strategies
Arizona
$6.34M -$1.58M -26,420 -20%
S
307
SharpePoint
Arizona
$6.2M +$183K +3,062 +3%
FMTCOCP
308
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.19M +$485K +8,109 +9%
IWP
309
IAG Wealth Partners
Wisconsin
$6.13M -$62.4K -1,043 -1%
RBWA
310
RFG - Bristol Wealth Advisors
Massachusetts
$6.13M +$99.4K +1,661 +2%
UAG
311
United Advisor Group
Ohio
$6.05M +$443K +7,396 +8%
IJWM
312
Inman Jager Wealth Management
Mississippi
$6.03M +$184K +3,081 +3%
CNBT
313
Cornerstone National Bank & Trust
Illinois
$5.98M +$3.57M +59,633 +155%
Nomura Asset Management
314
Nomura Asset Management
Japan
$5.97M +$30.5K +510 +0.5%
BFG
315
Broussard Financial Group
Louisiana
$5.96M -$253K -4,230 -4%
MWM
316
Modern Wealth Management
Kansas
$5.92M -$20.5M -341,774 -78%
BAM
317
Belpointe Asset Management
Nevada
$5.86M +$530K +8,863 +10%
FCA
318
Fortis Capital Advisors
Kansas
$5.86M +$530K +8,863 +10%
PWA
319
Phoenix Wealth Advisors
North Carolina
$5.86M +$23K +385 +0.4%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$5.85M -$1.94M -32,401 -25%
SL
321
Salomon & Ludwin
Virginia
$5.72M -$107K -1,784 -2%
PAG
322
Private Advisory Group
Washington
$5.71M +$1.18M +19,640 +26%
HFW
323
Horizon Family Wealth
Illinois
$5.7M +$62.7K +1,047 +1%
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$5.66M -$118K -1,974 -2%
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$5.53M +$1.39M +23,264 +34%