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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$29.6M +$2.53M +50,680 +10%
HSWS
102
Higgins & Schmidt Wealth Strategies
Colorado
$29.5M +$3.04M +60,835 +12%
GWM
103
Geneos Wealth Management
Colorado
$29.4M -$28.2M -564,954 -50%
Northern Trust
104
Northern Trust
Illinois
$29.1M -$2.75K -55 -0%
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$29.1M +$5.75M +115,142 +26%
CF
106
Convergence Financial
Missouri
$29M +$1.83M +36,626 +7%
GVAG
107
Great Valley Advisor Group
Delaware
$28.5M +$1.52M +30,320 +6%
FTS
108
Fifth Third Securities
Ohio
$28.3M +$8.4M +167,998 +45%
CWA
109
Choice Wealth Advisors
Maine
$28.2M +$160K +3,204 +0.6%
IWA
110
Inspirion Wealth Advisors
Illinois
$28.1M -$479K -9,592 -2%
WA
111
Waverly Advisors
Alabama
$27.7M +$706K +14,129 +3%
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$27.7M -$25.9K -519 -0.1%
TFGT
113
TS Financial Group (TSFG)
Illinois
$27.6M -$5.18M -103,708 -16%
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$27.2M -$1.34M -26,772 -5%
SFP
115
Shepherd Financial Partners
Massachusetts
$27.1M +$3.66M +73,251 +16%
BW
116
BIP Wealth
Georgia
$26.9M -$530K -10,613 -2%
SFM
117
Signet Financial Management
New Jersey
$26.7M -$1.8M -36,014 -7%
RA
118
Riversedge Advisors
Delaware
$26.4M -$1.93M -38,572 -7%
PWPS
119
Pinnacle Wealth Planning Services
Ohio
$26.2M +$1.96M +39,146 +8%
AWA
120
Alta Wealth Advisors
Massachusetts
$25.9M +$1.33M +26,529 +6%
RA
121
Rodgers & Associates
Pennsylvania
$25.5M +$187K +3,738 +0.8%
HBT
122
Hills Bank & Trust
Iowa
$24.9M +$7.5M +150,057 +46%
HG
123
Harbor Group
New Hampshire
$24.7M +$746K +14,935 +3%
ACA
124
Ackerman Capital Advisors
Texas
$24.7M +$8.84M +176,967 +60%
EWA
125
ERTS Wealth Advisors
Michigan
$24.6M -$27.3M -545,608 -54%