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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Penobscot Wealth Management
Maine
$5.22M +$215K +4,033 +4%
S
302
SharpePoint
Arizona
$5.19M +$5.4M +101,464 New
FAIM
303
Financial Advocates Investment Management
Washington
$5.18M +$221K +4,150 +4%
CAM
304
Cobblestone Asset Management
Virginia
$5.13M +$86K +1,616 +2%
TC
305
TAGStone Capital
North Carolina
$5.06M +$49.5K +930 +0.9%
Two Sigma Investments
306
Two Sigma Investments
New York
$5.04M +$5.25M +98,600 New
GWAM
307
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.97M +$3.17M +59,487 +158%
WC
308
Wexford Capital
Florida
$4.92M +$5.12M +96,283 New
PWA
309
Phoenix Wealth Advisors
North Carolina
$4.88M +$637K +11,963 +14%
PTC
310
Private Trust Company
Ohio
$4.8M +$65.1K +1,224 +1%
HI
311
Harbour Investments
Wisconsin
$4.77M +$363K +6,822 +8%
AMG
312
Asset Management Group
Connecticut
$4.76M +$204K +3,839 +4%
Jane Street
313
Jane Street
New York
$4.72M +$674K +12,668 +16%
Lido Advisors
314
Lido Advisors
California
$4.69M +$2.03M +38,161 +71%
HFW
315
Horizon Family Wealth
Illinois
$4.69M -$94K -1,767 -2%
TDWM
316
Topel & Distasi Wealth Management
California
$4.69M
OC
317
Oppenheimer & Co
New York
$4.62M +$4.81M +90,407 New
PFG
318
Pacific Financial Group
Washington
$4.6M -$224K -4,205 -4%
GWP
319
Gateway Wealth Partners
Wisconsin
$4.57M -$678K -12,743 -12%
CCAL
320
City Center Advisors LLC
Michigan
$4.27M -$59.9K -1,125 -1%
TW
321
Transform Wealth
Colorado
$4.25M +$227K +4,262 +5%
CFG
322
Citizens Financial Group
Rhode Island
$4.25M +$2.03M +38,186 +85%
MW
323
Marcum Wealth
Ohio
$4.21M -$7.98K -150 -0.2%
IWP
324
IAG Wealth Partners
Wisconsin
$4.18M -$200K -3,756 -4%
GSWM
325
Golden State Wealth Management
California
$4.17M +$4.34M +81,622 New