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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
76
Balanced Wealth Group
Ohio
$39M +$757K +14,236 +2%
CA
77
CGN Advisors
Kansas
$38.6M +$2.38M +44,699 +6%
CFD
78
Creative Financial Designs
Indiana
$38.3M +$1.61M +30,292 +4%
FWI
79
Facet Wealth Inc
Maryland
$38M +$1.02M +19,140 +3%
SA
80
Scarborough Advisors
Maryland
$36.6M +$31.8M +596,807 +506%
WF
81
Williams Financial
Vermont
$36.3M +$354K +6,656 +0.9%
Creative Planning
82
Creative Planning
Kansas
$35.9M +$33.4M +627,403 +834%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$34.9M +$781K +14,670 +2%
MML Investors Services
84
MML Investors Services
Massachusetts
$34.8M -$4.61M -86,582 -11%
PIA
85
Perennial Investment Advisors
California
$34.4M -$4.63M -86,998 -11%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$34.2M +$112K +2,108 +0.3%
DWM
87
Diversify Wealth Management
Utah
$32.5M +$10.1M +189,865 +42%
BEI
88
Benjamin Edwards Inc
Missouri
$32.3M +$444K +8,336 +1%
SFM
89
Signet Financial Management
New Jersey
$32.3M -$485K -9,112 -1%
CCMG
90
Clark Capital Management Group
Pennsylvania
$31.8M -$138M -2,589,665 -81%
GIA
91
Gladstone Institutional Advisory
Florida
$31.8M +$8.37M +157,220 +34%
CF
92
Convergence Financial
Missouri
$31.1M +$5.51M +103,573 +21%
AWM
93
Avior Wealth Management
Nebraska
$30.9M +$253K +4,755 +0.8%
Corient Private Wealth
94
Corient Private Wealth
Florida
$30.8M -$2.44M -45,920 -7%
VC
95
Vicus Capital
Pennsylvania
$30.5M +$892K +16,758 +3%
GVAG
96
Great Valley Advisor Group
Delaware
$29.7M +$3.49M +65,544 +13%
IWC
97
Integrated Wealth Concepts
Massachusetts
$29.3M +$11.8M +222,092 +63%
BW
98
BIP Wealth
Georgia
$29.2M -$2.18M -40,988 -7%
IWA
99
Inspirion Wealth Advisors
Illinois
$28.9M -$197K -3,700 -0.6%
KOC
100
Koss-Olinger Consulting
Florida
$28.6M +$1.98M +37,268 +7%