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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
76
ERn Financial LLC
Wisconsin
$8.22M -$771K -27,045 -9%
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$8.05M -$1.27M -44,462 -13%
BC
78
Burney Company
Virginia
$8.05M -$389K -13,640 -5%
FWM
79
Foresight Wealth Management
Utah
$7.92M -$1.87M -65,682 -19%
Mariner
80
Mariner
Kansas
$7.42M -$25.3K -887 -0.3%
AF
81
Advisornet Financial
Minnesota
$7.4M +$533K +18,708 +8%
TFA
82
TPG Financial Advisors
Oregon
$7.18M +$277K +9,704 +4%
CI
83
CX Institutional
Indiana
$6.48M -$1.18M -41,507 -16%
SAM
84
Shone Asset Management
California
$6.18M +$734K +25,769 +15%
SC
85
Savant Capital
Illinois
$6.18M -$378K -13,268 -6%
WI
86
WrapManager Inc
California
$6.16M -$602K -21,110 -9%
KWM
87
Kingsview Wealth Management
Oregon
$5.97M +$416K +14,580 +8%
DI
88
Diligent Investors
California
$5.88M +$70.1K +2,461 +1%
OC
89
Oarsman Capital
Wisconsin
$5.64M +$1.61M +56,558 +41%
WFPG
90
Waller Financial Planning Group
Ohio
$5.37M -$2.1M -73,678 -28%
MML Investors Services
91
MML Investors Services
Massachusetts
$5.09M +$954K +33,472 +24%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$4.89M -$4.71M -165,133 -49%
LBC
93
Lowe Brockenbrough & Co
Virginia
$4.89M +$428K +15,009 +10%
CNC
94
Citizens & Northern Corp
Pennsylvania
$4.76M +$4.68M +164,203 New
ECM
95
ExodusPoint Capital Management
New York
$4.75M +$4.67M +163,800 New
CIM
96
Corda Investment Management
Texas
$4.7M +$327K +11,469 +17%
IB
97
Intrust Bank
Kansas
$4.54M +$39.4K +1,381 +0.9%
PWP
98
Personal Wealth Partners
Minnesota
$4.36M +$4.29M +150,557 New
MW
99
Marcum Wealth
Ohio
$4.35M -$11M -386,399 -72%
SCM
100
Southport Capital Management
Tennessee
$4.27M +$980K +34,401 +30%