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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
301
SteelPeak Wealth
California
$5.95M +$4.45M +76,796 +271%
JWCA
302
J.W. Cole Advisors
Florida
$5.92M +$262K +4,516 +5%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$5.86M +$5.63M +97,099 +1,485%
SWP
304
SIMA Wealth Partners
Virginia
$5.81M +$89.2K +1,537 +2%
RFS
305
Retirement Financial Solutions
Tennessee
$5.8M +$118K +2,033 +2%
BFG
306
Broussard Financial Group
Louisiana
$5.78M +$357K +6,149 +6%
IWP
307
IAG Wealth Partners
Wisconsin
$5.77M -$156K -2,681 -3%
TF
308
TME Financial
California
$5.74M +$166K +2,870 +3%
HI
309
Harbour Investments
Wisconsin
$5.67M -$362K -6,234 -6%
IPW
310
Intergy Private Wealth
Colorado
$5.62M -$631K -10,880 -10%
RBWA
311
RFG - Bristol Wealth Advisors
Massachusetts
$5.61M +$465K +8,016 +9%
S
312
SharpePoint
Arizona
$5.59M +$64.4K +1,111 +1%
Nomura Asset Management
313
Nomura Asset Management
Japan
$5.53M -$393K -6,770 -6%
SGWM
314
Sterling Group Wealth Management
California
$5.51M -$149K -2,569 -3%
Bank of New York Mellon
315
Bank of New York Mellon
New York
$5.46M -$764K -13,178 -12%
IJWM
316
Inman Jager Wealth Management
Mississippi
$5.44M +$581K +10,017 +12%
PWA
317
Phoenix Wealth Advisors
North Carolina
$5.43M +$68.5K +1,181 +1%
SL
318
Salomon & Ludwin
Virginia
$5.42M +$119K +2,047 +2%
MAM
319
Milestone Asset Management
Pennsylvania
$5.41M +$5.55M +95,633 New
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
$5.38M -$192K -3,307 -3%
FMTCOCP
321
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.3M +$34.3K +592 +0.6%
HFW
322
Horizon Family Wealth
Illinois
$5.25M -$171K -2,953 -3%
AMG
323
Asset Management Group
Connecticut
$5.22M -$139K -2,389 -3%
UAG
324
United Advisor Group
Ohio
$5.22M +$804K +13,866 +18%
PFG
325
Pacific Financial Group
Washington
$5.18M -$360K -6,205 -6%