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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Convergence Financial
Missouri
$13.1M -$147K -3,876 -1%
CI
102
CX Institutional
Indiana
$12.6M -$8.19M -215,994 -37%
DI
103
Diligent Investors
California
$12.5M +$282K +7,436 +2%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$12.5M – – –
HG
105
Harbor Group
New Hampshire
$12.4M +$425K +11,213 +3%
HGWM
106
Harvest Group Wealth Management
Massachusetts
$12.3M +$342K +9,008 +3%
PWPS
107
Pinnacle Wealth Planning Services
Ohio
$12M +$1.53M +40,325 +13%
RJA
108
Raymond James & Associates
Florida
$11.9M +$1.25M +32,895 +11%
NL
109
Navalign LLC
California
$11.8M +$320K +8,437 +3%
MML Investors Services
110
MML Investors Services
Massachusetts
$11.8M +$346K +9,120 +3%
FWM
111
Foresight Wealth Management
Utah
$11.6M -$563K -14,848 -4%
LFPWM
112
Leicht Financial Planning & Wealth Management
New Jersey
$11.1M +$8.09M +213,235 +195%
CWM
113
CarsonAllaria Wealth Management
Illinois
$10.7M +$366K +9,636 +3%
WFA
114
Wells Financial Advisors
Massachusetts
$10.5M +$486K +12,818 +4%
NA
115
NewEdge Advisors
Louisiana
$10.4M +$4.36M +115,010 +62%
IA
116
IFP Advisors
Florida
$10.3M +$1.46M +38,432 +13%
TFA
117
TPG Financial Advisors
Oregon
$10.3M -$1.85M -48,766 -14%
BC
118
Burney Company
Virginia
$10.2M -$554K -14,610 -5%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$9.76M -$206K -5,435 -2%
MWM
120
Meridian Wealth Management
Kentucky
$9.42M -$5.76M -151,937 -36%
GWM
121
Geneos Wealth Management
Colorado
$8.95M +$830K +21,873 +9%
GVAG
122
Great Valley Advisor Group
Delaware
$8.91M +$2.51M +66,262 +34%
AWS
123
Atria Wealth Solutions
New York
$8.78M +$1.93M +50,925 +25%
ML
124
McAdam LLC
Pennsylvania
$8.76M -$6.83K -180 -0.1%
JWS
125
Juncture Wealth Strategies
Arizona
$8.38M -$1.2M -31,499 -11%