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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$18.4M -$83.9K -1,936 -0.4%
MML Investors Services
102
MML Investors Services
Massachusetts
$18.2M -$709K -16,380 -4%
AWM
103
Atticus Wealth Management
Florida
$18.2M +$713K +16,462 +4%
Charles Schwab
104
Charles Schwab
California
$18M +$18.9M +435,547 New
ACA
105
Ackerman Capital Advisors
Texas
$17.9M -$4.62M -106,777 -20%
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$17.8M -$489K -11,290 -3%
LFG
107
Larson Financial Group
Missouri
$17.6M -$656K -15,135 -3%
WCM
108
Windsor Capital Management
Arizona
$17.6M -$850K -19,614 -4%
EWM
109
Executive Wealth Management
Michigan
$17.4M +$6.22M +143,717 +52%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$17.2M +$10.2M +235,200 +130%
PFA
111
Pure Financial Advisors
California
$17.2M -$395K -9,114 -2%
MFG
112
Merit Financial Group
Georgia
$17.1M +$740K +17,079 +4%
GWM
113
Geneos Wealth Management
Colorado
$16.9M +$777K +17,933 +5%
PA
114
Prism Advisors
California
$16.4M +$17.3M +398,633 New
HG
115
Harbor Group
New Hampshire
$16.3M +$531K +12,249 +3%
WWM
116
Western Wealth Management
Colorado
$16M +$1.35M +31,259 +9%
M&T Bank
117
M&T Bank
New York
$15.9M +$783K +18,068 +5%
OCM
118
One Capital Management
California
$15.8M -$1.69M -39,037 -9%
NEWAS
119
N.E.W. Advisory Services
Wisconsin
$15.8M -$47.6M -1,099,015 -74%
CA
120
CGN Advisors
Kansas
$15.4M +$3.67M +84,773 +29%
MSRI
121
Michael S. Ryan Inc
New York
$14.6M +$431K +9,947 +3%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$14M +$112K +2,580 +0.8%
NL
123
Navalign LLC
California
$13.8M -$94.5K -2,182 -0.6%
SW
124
SkyOak Wealth
Michigan
$13.7M +$821K +18,951 +6%
WAOI
125
Wealth Advisors of Iowa
Iowa
$13.5M +$257K +5,927 +2%