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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
$24.2M -$237K -4,859 -1%
GWM
102
Geneos Wealth Management
Colorado
$24.1M +$1.56M +31,918 +7%
MFG
103
Merit Financial Group
Georgia
$23.7M -$450K -9,205 -2%
EFL
104
ERn Financial LLC
Wisconsin
$23.7M -$1.55M -31,686 -6%
WWM
105
Western Wealth Management
Colorado
$23.4M +$1.65M +33,712 +8%
SWP
106
Stratos Wealth Partners
Ohio
$22.6M +$3.24M +66,327 +17%
FCAS
107
First Command Advisory Services
Texas
$22.5M -$941K -19,250 -4%
CF
108
Convergence Financial
Missouri
$22.1M +$361K +7,376 +2%
PWPS
109
Pinnacle Wealth Planning Services
Ohio
$22M -$5.23K -107 -0%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$21.9M -$3.54M -72,497 -14%
NA
111
NewEdge Advisors
Louisiana
$21.9M +$5.14M +105,259 +31%
AA
112
Alesco Advisors
New York
$21.9M -$1.48M -30,231 -6%
MWM
113
MBE Wealth Management
Wisconsin
$21.3M +$1.04M +21,241 +5%
MSRI
114
Michael S. Ryan Inc
New York
$21M +$940K +19,235 +5%
WA
115
Waverly Advisors
Alabama
$20.8M +$2.11M +43,208 +11%
WCM
116
Windsor Capital Management
Arizona
$20.7M +$90.2K +1,845 +0.4%
HG
117
Harbor Group
New Hampshire
$20.4M +$278K +5,687 +1%
GVAG
118
Great Valley Advisor Group
Delaware
$20.3M +$2.11M +43,185 +12%
LFPWM
119
Leicht Financial Planning & Wealth Management
New Jersey
$20.3M +$3.27M +66,813 +19%
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
$20.2M +$380K +7,783 +2%
AWA
121
Alta Wealth Advisors
Massachusetts
$19.8M +$488K +9,975 +3%
DWM
122
Dakota Wealth Management
Florida
$19.7M +$8.37M +171,242 +74%
MD
123
Money Design
Japan
$19.6M -$643K -13,150 -3%
BCM
124
Brookstone Capital Management
Illinois
$19.1M -$18.9M -386,846 -51%
GRP
125
Global Retirement Partners
California
$18.9M -$433K -8,865 -2%