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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
301
Topel & Distasi Wealth Management
California
$4.85M
AMG
302
Asset Management Group
Connecticut
$4.72M -$133K -2,605 -3%
HI
303
Harbour Investments
Wisconsin
$4.57M +$105K +2,058 +2%
CWA
304
Clarus Wealth Advisors
Arizona
$4.52M -$80.6K -1,583 -2%
IWP
305
IAG Wealth Partners
Wisconsin
$4.52M +$2.09K +41 +0%
CCAL
306
City Center Advisors LLC
Michigan
$4.48M +$943K +18,524 +28%
SP
307
Stonebrook Private
Michigan
$4.46M -$1.48M -29,029 -26%
PWA
308
Phoenix Wealth Advisors
North Carolina
$4.42M +$422K +8,284 +11%
AFS
309
Annapolis Financial Services
Maryland
$4.38M -$865 -17 -0%
MW
310
Marcum Wealth
Ohio
$4.36M
AAS
311
Ameritas Advisory Services
Nebraska
$4.26M -$125K -2,448 -3%
MCM
312
MidAtlantic Capital Management
Virginia
$4.23M +$75.3K +1,479 +2%
Jane Street
313
Jane Street
New York
$4.21M +$914K +17,965 +29%
PWH
314
Priebe Wealth Holdings
Minnesota
$4.17M -$87.6K -1,722 -2%
TW
315
Transform Wealth
Colorado
$4.16M +$83.8K +1,646 +2%
PWM
316
Perigon Wealth Management
California
$4.14M +$235K +4,625 +6%
AMM
317
American Money Management
California
$4.09M +$118K +2,320 +3%
TSWM
318
Tyler-Stone Wealth Management
Ohio
$4.05M +$1.99M +39,180 +105%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$3.99M +$72K +1,414 +2%
Creative Planning
320
Creative Planning
Kansas
$3.98M -$391K -7,676 -9%
TW
321
TritonPoint Wealth
Maryland
$3.94M -$413K -8,110 -10%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$3.92M +$8.75K +172 +0.2%
GB
323
Gunma Bank
Japan
$3.86M +$1.17M +23,000 +46%
RTL
324
Red Tortoise LLC
Georgia
$3.86M +$33.1K +651 +0.9%
PAS
325
Park Avenue Securities
New York
$3.85M +$2.01M +39,454 +118%