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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Probity Advisors
Texas
$4.57M -$93.7K -2,805 -2%
BCM
102
Brookstone Capital Management
Illinois
$4.54M +$3.79M +113,306 +671%
PFG
103
PAX Financial Group
Texas
$4.54M +$4.32M +129,261 New
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$4.49M +$4.2M +125,728 +4,510%
RFM
105
Royal Fund Management
Florida
$4.42M +$4.14M +123,960 +4,589%
IWP
106
IAG Wealth Partners
Wisconsin
$4.41M +$4.22M +126,356 New
VFA
107
Voya Financial Advisors
Connecticut
$4.33M +$1.77M +53,063 +74%
Mariner
108
Mariner
Kansas
$4.32M +$97.9K +2,931 +2%
LFA
109
Lighthouse Financial Advisors
Maryland
$4.27M +$4.09M +122,352 New
AWM
110
Aprio Wealth Management
Georgia
$4.23M +$4.04M +121,046 New
MIAS
111
Mason Investment Advisory Services
Virginia
$4.06M
FIM
112
Freedom Investment Management
Connecticut
$4.03M -$81.8K -2,447 -2%
KWM
113
Kingsview Wealth Management
Oregon
$3.99M +$3.82M +114,396 New
IB
114
Intrust Bank
Kansas
$3.74M +$364K +10,881 +11%
Goldman Sachs
115
Goldman Sachs
New York
$3.67M +$1.16M +34,802 +50%
BI
116
Ballast Inc
Kentucky
$3.61M +$63.2K +1,892 +2%
SRSA
117
S.R. Schill & Associates
Washington
$3.58M -$21.9K -655 -0.6%
BWFA
118
Baltimore-Washington Financial Advisors
Maryland
$3.52M +$45.9K +1,374 +1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$3.51M +$137K +4,105 +4%
MA
120
Mutual Advisors
Nebraska
$3.48M +$375K +11,228 +13%
PSUF
121
People's United Financial
Connecticut
$3.41M +$64.5K +1,929 +2%
SPIA
122
Steward Partners Investment Advisory
New York
$3.39M +$210K +6,277 +7%
VCP
123
Verus Capital Partners
Arizona
$3.36M +$3.22M +96,364 New
W
124
Wealthquest
Ohio
$3.33M -$385K -11,513 -11%
RIA
125
Regal Investment Advisors
Michigan
$3.32M +$215K +6,440 +7%