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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$6.74M +$3.83M +124,387 +137%
WFPG
52
Waller Financial Planning Group
Ohio
$6.58M +$352K +11,433 +6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$6.44M +$3.81M +123,720 +161%
FFG
54
Frisch Financial Group
New York
$6.25M -$117K -3,811 -2%
LFG
55
Larson Financial Group
Missouri
$6.14M +$476K +15,466 +9%
CI
56
CX Institutional
Indiana
$5.87M +$5.77M +187,611 New
CWA
57
Clarus Wealth Advisors
Arizona
$5.12M -$855K -27,784 -15%
WP
58
WealthPLAN Partners
Nebraska
$5.04M -$7.45K -242 -0.1%
WAS
59
Winch Advisory Services
Wisconsin
$5.01M -$4.71M -152,963 -49%
CA
60
Centerpoint Advisors
Massachusetts
$4.73M -$13.9K -453 -0.3%
DI
61
Diligent Investors
California
$4.21M +$4.14M +134,514 New
OC
62
Oarsman Capital
Wisconsin
$4.17M +$130K +4,236 +3%
PA
63
Probity Advisors
Texas
$4.16M +$62.8K +2,040 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$4.16M +$3.65M +118,489 +829%
JWS
65
Juncture Wealth Strategies
Arizona
$4.14M +$4.07M +132,321 New
AI
66
Atria Investments
North Carolina
$4.04M +$2.86M +93,061 +237%
Invesco
67
Invesco
Georgia
$3.68M +$546K +17,728 +18%
Mariner
68
Mariner
Kansas
$3.66M -$57.5K -1,870 -2%
FIM
69
Freedom Investment Management
Connecticut
$3.64M -$215K -6,980 -6%
MIAS
70
Mason Investment Advisory Services
Virginia
$3.64M -$358K -11,643 -9%
RFM
71
Royal Fund Management
Florida
$3.6M -$407K -13,240 -10%
W
72
Wealthquest
Ohio
$3.51M -$476K -15,454 -12%
RMAM
73
Raab & Moskowitz Asset Management
New Jersey
$3.3M +$411K +13,357 +14%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.24M +$744K +24,177 +30%
BI
75
Ballast Inc
Kentucky
$3.1M +$149K +4,847 +5%