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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
101
Hills Bank & Trust
Iowa
$34.1M +$899K +16,001 +3%
AWA
102
Alta Wealth Advisors
Massachusetts
$33.8M +$1.97M +35,144 +6%
GWM
103
Geneos Wealth Management
Colorado
$33.4M +$1.11M +19,835 +3%
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$33.4M +$2.96M +52,703 +10%
Northern Trust
105
Northern Trust
Illinois
$32.5M +$410K +7,302 +1%
WFPG
106
Waller Financial Planning Group
Ohio
$32.4M +$22.4M +399,501 +235%
GVAG
107
Great Valley Advisor Group
Delaware
$32.3M +$731K +13,011 +2%
MFS
108
McNamara Financial Services
Massachusetts
$32.3M +$31.9M +568,701 New
NA
109
NewEdge Advisors
Louisiana
$32.2M +$171K +3,041 +0.5%
FTS
110
Fifth Third Securities
Ohio
$31.7M -$253K -4,511 -0.8%
BOPW
111
Brandywine Oak Private Wealth
Pennsylvania
$30.8M +$1.11M +19,751 +4%
APP
112
Avantax Planning Partners
Iowa
$30.7M -$1.29M -22,982 -4%
CWA
113
Choice Wealth Advisors
Maine
$30.4M -$110K -1,966 -0.4%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$29.9M -$5.59M -99,571 -16%
JSW
115
Journey Strategic Wealth
New Jersey
$29.6M +$4.25M +75,653 +17%
MOS
116
MGO One Seven
Ohio
$29.6M +$2.19M +39,018 +8%
DAS
117
Diversify Advisory Services
Utah
$29.2M +$2.76M +49,195 +11%
SFM
118
Signet Financial Management
New Jersey
$29M +$248K +4,421 +0.9%
RA
119
Rodgers & Associates
Pennsylvania
$28.4M +$404K +7,186 +1%
SW
120
SkyOak Wealth
Michigan
$28.2M +$2.44M +43,394 +10%
EWA
121
ERTS Wealth Advisors
Michigan
$28.2M +$528K +9,396 +2%
IWA
122
Inspirion Wealth Advisors
Illinois
$27.9M -$4.36M -77,672 -14%
HG
123
Harbor Group
New Hampshire
$27.9M +$752K +13,386 +3%
LGW
124
Leslie Global Wealth
Illinois
$27.8M +$4.01M +71,341 +17%
BW
125
BIP Wealth
Georgia
$27.7M -$700K -12,464 -2%