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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$27.9M +$1.7M +33,432 +7%
TFGT
102
TS Financial Group (TSFG)
Illinois
$27.8M +$373K +7,320 +1%
CWA
103
Choice Wealth Advisors
Maine
$27.8M -$269K -5,285 -1%
MWPCG
104
Measured Wealth Private Client Group
New Hampshire
$27.7M -$7.25M -142,464 -21%
EFL
105
ERn Financial LLC
Wisconsin
$27.6M +$1.84M +36,252 +7%
KOC
106
Koss-Olinger Consulting
Florida
$27.6M +$25.8M +507,929 +3,702%
GVAG
107
Great Valley Advisor Group
Delaware
$27.2M +$4.97M +97,751 +23%
BOPW
108
Brandywine Oak Private Wealth
Pennsylvania
$27M +$745K +14,642 +3%
CF
109
Convergence Financial
Missouri
$26.7M +$2.62M +51,443 +11%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$26.1M -$2.71M -53,196 -10%
WWM
111
Western Wealth Management
Colorado
$25.8M +$364K +7,151 +1%
RA
112
Rodgers & Associates
Pennsylvania
$25.6M -$582K -11,432 -2%
KAS
113
Kestra Advisory Services
Texas
$25.2M -$1.08M -21,247 -4%
APP
114
Avantax Planning Partners
Iowa
$24.6M -$6.02M -118,196 -20%
GIA
115
Gladstone Institutional Advisory
Florida
$24.5M +$20.8M +408,398 +735%
MFG
116
Merit Financial Group
Georgia
$24.2M -$1.46M -28,671 -6%
DWM
117
Diversify Wealth Management
Utah
$24.2M +$3.47M +68,236 +18%
DWM
118
Dakota Wealth Management
Florida
$24M +$2.61M +51,221 +13%
MWM
119
MBE Wealth Management
Wisconsin
$23.8M +$669K +13,142 +3%
MSRI
120
Michael S. Ryan Inc
New York
$23.7M +$905K +17,782 +4%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$23.7M -$95.2K -1,871 -0.4%
NA
122
NewEdge Advisors
Louisiana
$23.7M -$35.6K -700 -0.2%
WA
123
Waverly Advisors
Alabama
$23.3M +$745K +14,643 +3%
MD
124
Money Design
Japan
$23.1M +$1.81M +35,543 +9%
AWA
125
Alta Wealth Advisors
Massachusetts
$23M +$1.44M +28,305 +7%