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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
126
Wells Financial Advisors
Massachusetts
$7.24M +$64.7K +1,619 +0.9%
SC
127
Savant Capital
Illinois
$6.92M -$721K -18,045 -9%
GVAG
128
Great Valley Advisor Group
Delaware
$6.86M +$982K +24,589 +16%
FHA
129
Flagship Harbor Advisors
Massachusetts
$6.85M
FPIS
130
Financial Planning & Information Services
Wisconsin
$6.63M +$349K +8,735 +5%
MWM
131
Meridian Wealth Management
Kentucky
$6.58M +$115K +2,882 +2%
GWM
132
Geneos Wealth Management
Colorado
$6.44M +$637K +15,944 +11%
CI
133
CX Institutional
Indiana
$6.43M -$202K -5,050 -3%
PA
134
Probity Advisors
Texas
$6.31M +$141K +3,530 +2%
1WM
135
1900 Wealth Management
Texas
$5.9M +$196K +4,918 +3%
JSL
136
JT Stratford LLC
Georgia
$5.84M +$4.7M +117,617 +366%
CC
137
Courier Capital
New York
$5.83M +$672K +16,829 +13%
MWA
138
Motive Wealth Advisors
Michigan
$5.71M +$1.52M +38,109 +35%
GFPC
139
Global Financial Private Client
Florida
$5.64M +$174K +4,349 +3%
ASN
140
Advisory Services Network
Georgia
$5.43M +$2.06M +51,594 +59%
KAS
141
Kestra Advisory Services
Texas
$5.38M +$949K +23,758 +21%
PFG
142
PAX Financial Group
Texas
$5.2M +$439K +10,997 +9%
MW
143
Marcum Wealth
Ohio
$5.12M -$43.6K -1,093 -0.8%
OC
144
Oarsman Capital
Wisconsin
$5.11M -$32.9K -824 -0.6%
SW
145
SkyOak Wealth
Michigan
$5.04M +$113K +2,835 +2%
GG
146
GenWealth Group
New Jersey
$4.97M +$326K +8,174 +7%
GIA
147
GHP Investment Advisors
Colorado
$4.93M +$123K +3,074 +2%
SA
148
Shilanski & Associates
Alaska
$4.88M +$202K +5,069 +4%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$4.88M +$4.99M +125,001 New
ML
150
McAdam LLC
Pennsylvania
$4.87M -$61.9K -1,550 -1%