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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
301
Red Tortoise LLC
Georgia
$3.39M +$180K +4,174 +6%
DWM
302
Dogwood Wealth Management
Kansas
$3.38M +$3.13M +72,583 New
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$3.37M -$165K -3,819 -5%
GWP
304
Gateway Wealth Partners
Wisconsin
$3.3M -$20.9K -485 -0.7%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$3.3M +$183K +4,235 +6%
EWM
306
Empirical Wealth Management
Washington
$3.28M -$1.42M -32,984 -32%
PCIA
307
Prime Capital Investment Advisors
Kansas
$3.26M +$866K +20,079 +40%
PAS
308
Park Avenue Securities
New York
$3.25M +$1.53M +35,510 +104%
PWM
309
Power Wealth Management
Georgia
$3.24M +$2.99M +69,392 New
WFP
310
Wrenne Financial Planning
Kentucky
$3.22M +$2.98M +69,123 New
US Bancorp
311
US Bancorp
Minnesota
$3.12M +$805K +18,659 +39%
Creative Planning
312
Creative Planning
Kansas
$3.1M -$361K -8,363 -11%
CRI
313
Colonial River Investments
Virginia
$3.08M +$1.72M +39,852 +153%
AIS
314
American Investment Services
Massachusetts
$2.96M -$22.9K -530 -0.8%
FA
315
FF Advisors
California
$2.91M +$2.69M +62,475 New
HHGC
316
Hunting Hill Global Capital
New York
$2.87M -$532K -12,330 -17%
F4L
317
Fortune 45 LLC
Louisiana
$2.85M -$8.41M -194,986 -76%
SFA
318
Sequoia Financial Advisors
Ohio
$2.84M +$1.67M +38,784 +176%
PIFP
319
Partners in Financial Planning
Virginia
$2.81M -$29.3K -680 -1%
PWA
320
Phoenix Wealth Advisors
North Carolina
$2.77M +$947K +21,967 +59%
CAC
321
Certified Advisory Corp
Florida
$2.74M -$910K -21,111 -26%
AFP
322
Ausdal Financial Partners
Iowa
$2.72M +$29.5K +685 +1%
GFPC
323
Global Financial Private Client
Florida
$2.71M -$1.11M -25,776 -31%
FTS
324
Fifth Third Securities
Ohio
$2.69M +$157K +3,641 +7%
PFS
325
Prospera Financial Services
Texas
$2.69M +$918K +21,279 +58%