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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$7.08M -$360K -11,074 -5%
DI
102
Diligent Investors
California
$7.01M -$321K -9,870 -5%
SC
103
Savant Capital
Illinois
$6.88M -$180K -5,544 -3%
MML Investors Services
104
MML Investors Services
Massachusetts
$6.58M +$583K +17,928 +10%
WFPG
105
Waller Financial Planning Group
Ohio
$6.48M +$201K +6,176 +3%
DWM
106
Doyle Wealth Management
Florida
$6.47M +$1.71M +52,488 +39%
KWM
107
Kingsview Wealth Management
Oregon
$6.14M +$39K +1,201 +0.7%
LBC
108
Lowe Brockenbrough & Co
Virginia
$6.1M +$196K +6,032 +4%
SCM
109
Southport Capital Management
Tennessee
$6.03M +$759K +23,352 +15%
SFG
110
StrategIQ Financial Group
Indiana
$5.75M +$360K +11,080 +7%
FPIS
111
Financial Planning & Information Services
Wisconsin
$5.72M +$1.37M +42,062 +34%
MCC
112
Money Concepts Capital
Florida
$5.51M +$5.21M +160,293 New
GWM
113
Geneos Wealth Management
Colorado
$5.17M +$44.1M +1,355,832 +2,067%
AWM
114
Avior Wealth Management
Nebraska
$5.16M +$763K +23,470 +19%
1WM
115
1900 Wealth Management
Texas
$4.85M +$4.58M +140,970 New
Truist Financial
116
Truist Financial
North Carolina
$4.72M +$444K +13,650 +11%
PFG
117
PAX Financial Group
Texas
$4.56M -$215K -6,625 -5%
LFA
118
Lighthouse Financial Advisors
Maryland
$4.54M -$2.54K -78 -0.1%
ML
119
McAdam LLC
Pennsylvania
$4.46M -$28.8K -887 -0.7%
Goldman Sachs
120
Goldman Sachs
New York
$4.38M +$32.5K +1,000 +0.8%
PFG
121
Pacific Financial Group
Washington
$4.24M +$4.01M +123,380 New
CCMG
122
Clark Capital Management Group
Pennsylvania
$4.11M +$3.89M +119,636 New
MW
123
Marcum Wealth
Ohio
$4.04M -$616K -18,969 -14%
GIA
124
GHP Investment Advisors
Colorado
$3.92M +$551K +16,954 +17%
CC
125
Courier Capital
New York
$3.91M +$1.06M +32,499 +40%