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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
101
One Capital Management
California
$15.2M +$1.13M +28,442 +7%
SA
102
Sunesis Advisors
Kansas
$15M -$48.4K -1,223 -0.3%
GLA
103
Good Life Advisors
Pennsylvania
$14.3M +$12.8M +324,369 +510%
CF
104
Convergence Financial
Missouri
$14.1M +$2.96M +74,629 +24%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$14.1M +$14.1M +357,028 +1,132%
AWM
106
Avior Wealth Management
Nebraska
$13.8M +$361K +9,112 +2%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$13.3M
DI
108
Diligent Investors
California
$13.1M +$19.2K +485 +0.1%
FWM
109
Foresight Wealth Management
Utah
$13M -$101K -2,560 -0.7%
HG
110
Harbor Group
New Hampshire
$12.9M +$238K +6,004 +2%
TFA
111
TPG Financial Advisors
Oregon
$12.8M +$366K +9,247 +3%
HGWM
112
Harvest Group Wealth Management
Massachusetts
$12.7M -$672K -16,972 -5%
NL
113
Navalign LLC
California
$12.3M -$594 -15 -0%
MML Investors Services
114
MML Investors Services
Massachusetts
$12.2M +$2.69M +67,947 +26%
RJA
115
Raymond James & Associates
Florida
$11.5M +$1.18M +29,743 +11%
BC
116
Burney Company
Virginia
$11.4M -$643K -16,233 -5%
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$11.3M +$1.74M +43,884 +17%
CWM
118
CarsonAllaria Wealth Management
Illinois
$11.1M +$378K +9,539 +3%
EWM
119
Executive Wealth Management
Michigan
$11M -$4.04M -101,981 -26%
WFA
120
Wells Financial Advisors
Massachusetts
$10.8M +$7.39M +186,698 +177%
MPM
121
Meritage Portfolio Management
Kansas
$10.7M -$780K -19,702 -6%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$10.5M +$1.05M +26,465 +10%
JWS
123
Juncture Wealth Strategies
Arizona
$10.1M -$155K -3,902 -1%
HFS
124
Horizon Financial Services
North Carolina
$9.82M -$1.12M -28,160 -10%
ML
125
McAdam LLC
Pennsylvania
$9.36M +$4.88M +123,329 +94%