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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
101
Rodgers & Associates
Pennsylvania
$25.1M +$102K +2,136 +0.4%
AWM
102
Avior Wealth Management
Nebraska
$25M +$1.1M +23,081 +5%
FCAS
103
First Command Advisory Services
Texas
$24.1M -$1.8M -37,724 -7%
AA
104
Alesco Advisors
New York
$24M -$20.2M -424,314 -47%
MFG
105
Merit Financial Group
Georgia
$24M +$673K +14,110 +3%
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$23.5M +$1.32M +27,638 +6%
GWM
107
Geneos Wealth Management
Colorado
$23.2M +$564K +11,837 +3%
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$22.6M -$113K -2,364 -0.5%
WWM
109
Western Wealth Management
Colorado
$22.4M -$1.84M -38,526 -8%
CF
110
Convergence Financial
Missouri
$22.4M -$2.39M -50,080 -10%
TFGT
111
TS Financial Group (TSFG)
Illinois
$22M +$6.9M +144,741 +49%
CA
112
CGN Advisors
Kansas
$21.9M +$3.31M +69,412 +19%
HWM
113
Horizon Wealth Management
Illinois
$21.3M +$3.32M +69,723 +20%
WCM
114
Windsor Capital Management
Arizona
$21.2M -$112K -2,341 -0.6%
EWM
115
Executive Wealth Management
Michigan
$20.9M +$602K +12,621 +3%
YCG
116
Yeomans Consulting Group
Georgia
$20.8M -$2.8M -58,751 -12%
MD
117
Money Design
Japan
$20.8M -$3.04M -63,814 -13%
MWM
118
MBE Wealth Management
Wisconsin
$20.8M +$18.4M +385,623 +1,314%
HG
119
Harbor Group
New Hampshire
$20.7M +$742K +15,561 +4%
MSRI
120
Michael S. Ryan Inc
New York
$20.6M +$1.67M +35,074 +9%
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$20.3M +$1.24M +26,000 +7%
VH
122
Visionary Horizons
Tennessee
$20.1M +$767K +16,098 +4%
SWP
123
Stratos Wealth Partners
Ohio
$19.9M +$4.79M +100,541 +34%
AWA
124
Alta Wealth Advisors
Massachusetts
$19.9M +$820K +17,199 +5%
GRP
125
Global Retirement Partners
California
$19.9M +$1.45M +30,487 +8%