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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
MBE Wealth Management
Wisconsin
$27.9M +$562K +9,387 +2%
WAOI
127
Wealth Advisors of Iowa
Iowa
$27.7M +$2.46M +41,115 +10%
RA
128
Riversedge Advisors
Delaware
$27.7M -$170K -2,844 -0.6%
MA
129
MCF Advisors
Kentucky
$27.6M +$26.6M +445,193 +5,429%
SC
130
Savant Capital
Illinois
$27.5M +$14.3M +238,463 +104%
Truist Financial
131
Truist Financial
North Carolina
$27.2M -$527K -8,813 -2%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$27.1M +$81K +1,354 +0.3%
CWM
133
CarsonAllaria Wealth Management
Illinois
$27M +$1.25M +20,843 +5%
SWM
134
SilverOak Wealth Management
Minnesota
$26.2M +$812K +13,564 +3%
GRP
135
Global Retirement Partners
California
$25.9M +$25.5M +425,501 New
PWA
136
Provenance Wealth Advisors
Florida
$25.9M -$120K -2,001 -0.5%
SFP
137
Strategic Financial Partners
Oregon
$25.1M +$2.74M +45,715 +12%
CIA
138
Concurrent Investment Advisors
Florida
$25.1M -$528K -8,814 -2%
AAG
139
Armstrong Advisory Group
Massachusetts
$24.6M +$4.78M +79,878 +25%
GC
140
Granville Capital
North Carolina
$24.4M +$822K +13,738 +4%
AF
141
Abound Financial
California
$24.3M -$72.9K -1,218 -0.3%
SP
142
Stonebrook Private
Michigan
$24.1M -$1.07M -17,926 -4%
SA
143
Scarborough Advisors
Maryland
$23.9M -$4.19M -70,031 -15%
VH
144
Visionary Horizons
Tennessee
$23.7M +$61.6K +1,030 +0.3%
WWM
145
Western Wealth Management
Colorado
$23.6M -$5.49M -91,680 -19%
TFA
146
TPG Financial Advisors
Oregon
$23.6M +$596K +9,954 +3%
SWP
147
Stratos Wealth Partners
Ohio
$23.6M +$901K +15,054 +4%
CBU
148
CIBC Bancorp USA
Illinois
$23.4M +$203K +3,392 +0.9%
KAS
149
Kestra Advisory Services
Texas
$23.3M +$6.5M +108,674 +40%
CSWG
150
Cardinal Strategic Wealth Guidance
Kentucky
$23.2M +$2.63M +43,981 +13%