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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$31.4M +$2.06M +38,169 +7%
GWM
102
Geneos Wealth Management
Colorado
$31.4M +$284K +5,271 +0.9%
Northern Trust
103
Northern Trust
Illinois
$31.3M +$477K +8,858 +2%
NA
104
NewEdge Advisors
Louisiana
$31.2M -$39.7K -738 -0.1%
APP
105
Avantax Planning Partners
Iowa
$31.2M -$931K -17,284 -3%
FTS
106
Fifth Third Securities
Ohio
$31.1M +$1.17M +21,653 +4%
AWA
107
Alta Wealth Advisors
Massachusetts
$31M +$3.52M +65,318 +13%
ACA
108
Ackerman Capital Advisors
Texas
$30.8M +$4.64M +86,115 +18%
GVAG
109
Great Valley Advisor Group
Delaware
$30.7M +$569K +10,574 +2%
LFPWM
110
Leicht Financial Planning & Wealth Management
New Jersey
$30.6M -$132K -2,450 -0.4%
SA
111
Scarborough Advisors
Maryland
$30.2M -$30.2M -560,801 -51%
IWA
112
Inspirion Wealth Advisors
Illinois
$30.1M +$1.78M +32,994 +6%
SFP
113
Shepherd Financial Partners
Massachusetts
$29.8M +$1.08M +20,074 +4%
CWA
114
Choice Wealth Advisors
Maine
$29.7M -$123K -2,290 -0.4%
PWPS
115
Pinnacle Wealth Planning Services
Ohio
$29.6M +$1.83M +33,918 +7%
MWPCG
116
Measured Wealth Private Client Group
New Hampshire
$29.3M +$98.8K +1,835 +0.3%
BOPW
117
Brandywine Oak Private Wealth
Pennsylvania
$28.9M +$111K +2,069 +0.4%
SFM
118
Signet Financial Management
New Jersey
$28M -$237K -4,393 -0.9%
BW
119
BIP Wealth
Georgia
$27.6M -$796K -14,789 -3%
RA
120
Rodgers & Associates
Pennsylvania
$27.3M +$285K +5,295 +1%
EWA
121
ERTS Wealth Advisors
Michigan
$26.9M +$938K +17,415 +4%
RA
122
Riversedge Advisors
Delaware
$26.7M -$1.18M -21,833 -4%
MOS
123
MGO One Seven
Ohio
$26.6M +$1.33M +24,687 +5%
HG
124
Harbor Group
New Hampshire
$26.4M +$243K +4,509 +1%
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$26.2M -$7.07M -131,235 -22%