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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Ameritas Advisory Services
Nebraska
$4.05M +$1.16M +23,793 +40%
TW
302
TritonPoint Wealth
Maryland
$4.04M +$4.05M +82,958 New
Creative Planning
303
Creative Planning
Kansas
$4.04M +$760K +15,541 +23%
AFS
304
Annapolis Financial Services
Maryland
$4.04M -$8.36K -171 -0.2%
MW
305
Marcum Wealth
Ohio
$4.02M -$190K -3,895 -5%
PWH
306
Priebe Wealth Holdings
Minnesota
$3.93M +$144K +2,956 +4%
MCM
307
MidAtlantic Capital Management
Virginia
$3.83M – – –
SFG
308
Snider Financial Group
Washington
$3.82M +$3.84M +78,465 New
EI
309
Ellevest Inc
New York
$3.81M +$41.1K +840 +1%
TW
310
Transform Wealth
Colorado
$3.76M +$5.77K +118 +0.2%
SWP
311
SIMA Wealth Partners
Virginia
$3.7M +$3.71M +76,007 New
YCG
312
Yeomans Consulting Group
Georgia
$3.68M -$16.6M -340,150 -82%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$3.67M -$11.4K -234 -0.3%
OCM
314
One Capital Management
California
$3.67M +$1.62M +33,205 +79%
PWA
315
Phoenix Wealth Advisors
North Carolina
$3.67M +$491K +10,054 +15%
AMM
316
American Money Management
California
$3.66M +$978 +20 +0%
PCIA
317
Prime Capital Investment Advisors
Kansas
$3.63M -$7.67M -156,852 -68%
CIA
318
Concurrent Investment Advisors
Florida
$3.61M -$1.54M -31,450 -30%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$3.61M +$245K +5,013 +7%
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
$3.61M -$78.4K -1,605 -2%
PWM
321
Perigon Wealth Management
California
$3.59M +$237K +4,848 +7%
GEA
322
Glen Eagle Advisors
New Jersey
$3.56M -$557K -11,394 -13%
RTL
323
Red Tortoise LLC
Georgia
$3.52M +$7.14K +146 +0.2%
CGFA
324
Colton Groome Financial Advisors
North Carolina
$3.52M -$650K -13,308 -16%
VW
325
Vance Wealth
California
$3.46M -$272K -5,571 -7%