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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
301
TritonPoint Wealth
Maryland
$4.04M +$4.05M +82,958 New
Creative Planning
302
Creative Planning
Kansas
$4.04M +$760K +15,541 +23%
AFS
303
Annapolis Financial Services
Maryland
$4.04M -$8.36K -171 -0.2%
MW
304
Marcum Wealth
Ohio
$4.02M -$190K -3,895 -5%
PWH
305
Priebe Wealth Holdings
Minnesota
$3.93M +$144K +2,956 +4%
MCM
306
MidAtlantic Capital Management
Virginia
$3.83M
SFG
307
Snider Financial Group
Washington
$3.82M +$3.84M +78,465 New
EI
308
Ellevest Inc
New York
$3.81M +$41.1K +840 +1%
TW
309
Transform Wealth
Colorado
$3.76M +$5.77K +118 +0.2%
SWP
310
SIMA Wealth Partners
Virginia
$3.7M +$3.71M +76,007 New
YCG
311
Yeomans Consulting Group
Georgia
$3.68M -$16.6M -340,150 -82%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$3.67M -$11.4K -234 -0.3%
OCM
313
One Capital Management
California
$3.67M +$1.62M +33,205 +79%
PWA
314
Phoenix Wealth Advisors
North Carolina
$3.67M +$491K +10,054 +15%
AMM
315
American Money Management
California
$3.66M +$978 +20 +0%
PCIA
316
Prime Capital Investment Advisors
Kansas
$3.63M -$7.67M -156,852 -68%
CIA
317
Concurrent Investment Advisors
Florida
$3.61M -$1.54M -31,450 -30%
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$3.61M +$245K +5,013 +7%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$3.61M -$78.4K -1,605 -2%
PWM
320
Perigon Wealth Management
California
$3.59M +$237K +4,848 +7%
GEA
321
Glen Eagle Advisors
New Jersey
$3.56M -$557K -11,394 -13%
RTL
322
Red Tortoise LLC
Georgia
$3.52M +$7.14K +146 +0.2%
CGFA
323
Colton Groome Financial Advisors
North Carolina
$3.52M -$650K -13,308 -16%
VW
324
Vance Wealth
California
$3.46M -$272K -5,571 -7%
Citigroup
325
Citigroup
New York
$3.39M +$2.93M +59,890 +618%