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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
126
Global Financial Private Client
Florida
$3.9M -$201K -6,187 -5%
FIM
127
Freedom Investment Management
Connecticut
$3.89M +$211K +6,503 +6%
RWMH
128
Riverpoint Wealth Management Holdings
Illinois
$3.75M +$22.5K +691 +0.6%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$3.43M -$74.2K -2,285 -2%
OAM
130
Occidental Asset Management
California
$3.4M +$718K +22,092 +29%
AMM
131
American Money Management
California
$3.38M +$159K +4,885 +5%
SA
132
Shilanski & Associates
Alaska
$3.35M +$3.17M +97,463 New
SW
133
SkyOak Wealth
Michigan
$3.29M +$352K +10,848 +13%
FHA
134
Flagship Harbor Advisors
Massachusetts
$3.27M +$2.68M +82,565 +656%
RJA
135
Raymond James & Associates
Florida
$3.09M +$493K +15,173 +20%
AFS
136
Annapolis Financial Services
Maryland
$3.02M +$2.85M +87,818 New
CA
137
CGN Advisors
Kansas
$2.96M +$2.8M +86,127 New
GVAG
138
Great Valley Advisor Group
Delaware
$2.93M +$578K +17,777 +26%
MWM
139
Meridian Wealth Management
Kentucky
$2.9M +$77.5K +2,386 +3%
FFG
140
Fullen Financial Group
Ohio
$2.89M +$99.6K +3,064 +4%
RIS
141
Retirement Income Solutions
Michigan
$2.86M +$70.9K +2,183 +3%
ACA
142
Ackerman Capital Advisors
Texas
$2.86M +$559K +17,201 +26%
TW
143
Transform Wealth
Colorado
$2.85M -$7.12K -219 -0.3%
RFN
144
RDA Financial Network
Iowa
$2.71M -$85.3K -2,625 -3%
TFA
145
Tranquilli Financial Advisor
New Jersey
$2.61M +$2.46M +75,856 New
BWFA
146
Baltimore-Washington Financial Advisors
Maryland
$2.55M -$840K -25,852 -26%
CIM
147
Corda Investment Management
Texas
$2.52M +$73.4K +2,258 +3%
Invesco
148
Invesco
Georgia
$2.48M -$143K -4,413 -6%
CF
149
Centaurus Financial
California
$2.44M -$292K -8,985 -11%
GG
150
GenWealth Group
New Jersey
$2.44M +$61.3K +1,886 +3%