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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CoreCap Advisors
Michigan
$35.4M -$7.87M -161,058 -18%
WF
77
Williams Financial
Vermont
$33.6M +$184K +3,756 +0.5%
RJA
78
Raymond James & Associates
Florida
$33.3M +$807K +16,513 +2%
FFS
79
Founders Financial Securities
Maryland
$32.5M -$1.53M -31,312 -4%
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$32.5M -$999K -20,437 -3%
SFM
81
Signet Financial Management
New Jersey
$31.1M +$1.03M +21,039 +3%
MML Investors Services
82
MML Investors Services
Massachusetts
$31M +$1.05M +21,454 +3%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$30.4M +$2.66M +54,357 +10%
Corient Private Wealth
84
Corient Private Wealth
Florida
$30.3M -$1.49M -30,522 -5%
AWM
85
Avior Wealth Management
Nebraska
$28.6M +$4.33M +88,549 +18%
BW
86
BIP Wealth
Georgia
$28.6M -$3.88M -79,348 -12%
TCM
87
Tradewinds Capital Management
Washington
$28.5M +$26.7M +545,590 +1,420%
APP
88
Avantax Planning Partners
Iowa
$28.4M -$1.25M -25,672 -4%
IWA
89
Inspirion Wealth Advisors
Illinois
$28.2M -$311K -6,364 -1%
CA
90
CGN Advisors
Kansas
$28M +$6.75M +138,118 +32%
VC
91
Vicus Capital
Pennsylvania
$27.7M +$590K +12,069 +2%
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$27.4M -$1.4M -28,598 -5%
Northern Trust
93
Northern Trust
Illinois
$27.2M +$69.9K +1,430 +0.3%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$26.8M -$11.5M -235,559 -30%
TVAMP
95
Tennessee Valley Asset Management Partners
Tennessee
$26.6M +$482K +9,858 +2%
RA
96
Riversedge Advisors
Delaware
$26.1M -$153K -3,128 -0.6%
CWA
97
Choice Wealth Advisors
Maine
$25.9M +$144K +2,954 +0.6%
TFGT
98
TS Financial Group (TSFG)
Illinois
$25.3M +$3.94M +80,647 +18%
KAS
99
Kestra Advisory Services
Texas
$24.2M +$16.4M +335,598 +208%
BOPW
100
Brandywine Oak Private Wealth
Pennsylvania
$24.2M +$1.32M +27,005 +6%