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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
101
TS Financial Group (TSFG)
Illinois
$28.2M +$1.29M +24,180 +5%
RA
102
Riversedge Advisors
Delaware
$27.8M +$195K +3,671 +0.7%
EFL
103
ERn Financial LLC
Wisconsin
$27.7M +$1.03M +19,312 +4%
CWA
104
Choice Wealth Advisors
Maine
$27.3M +$386K +7,255 +1%
BOPW
105
Brandywine Oak Private Wealth
Pennsylvania
$26.9M +$814K +15,307 +3%
GWM
106
Geneos Wealth Management
Colorado
$26.7M -$338K -6,347 -1%
MWPCG
107
Measured Wealth Private Client Group
New Hampshire
$26.6M -$187K -3,508 -0.7%
CC
108
Courier Capital
New York
$26.5M +$6.91M +129,949 +34%
WWM
109
Western Wealth Management
Colorado
$26.4M +$1.52M +28,490 +6%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$26.2M +$915K +17,189 +3%
RIM
111
Redwood Investment Management
Arizona
$26.1M +$21.6M +405,447 +383%
WA
112
Waverly Advisors
Alabama
$25.2M +$2.77M +52,098 +12%
DWM
113
Dakota Wealth Management
Florida
$25M +$1.85M +34,855 +8%
HSWS
114
Higgins & Schmidt Wealth Strategies
Colorado
$24.7M +$12.4M +233,120 +93%
RA
115
Rodgers & Associates
Pennsylvania
$24.3M -$513K -9,637 -2%
VH
116
Visionary Horizons
Tennessee
$24M +$2.21M +41,442 +10%
MSRI
117
Michael S. Ryan Inc
New York
$23.8M +$854K +16,049 +4%
SA
118
Sanctuary Advisors
Indiana
$23.5M +$1.95M +36,734 +9%
MFG
119
Merit Financial Group
Georgia
$23.5M +$61.6K +1,158 +0.3%
MWM
120
MBE Wealth Management
Wisconsin
$23.4M +$424K +7,967 +2%
MA
121
MONECO Advisors
Connecticut
$23.3M +$5.7M +107,106 +31%
APP
122
Avantax Planning Partners
Iowa
$23.1M -$684K -12,861 -3%
AWA
123
Alta Wealth Advisors
Massachusetts
$23.1M +$897K +16,862 +4%
PWPS
124
Pinnacle Wealth Planning Services
Ohio
$22.9M +$7.82K +147 +0%
HG
125
Harbor Group
New Hampshire
$22.7M +$531K +9,980 +2%