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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$8.37M +$39.6K +970 +0.5%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$8.2M -$23K -564 -0.3%
PFG
128
Pacific Financial Group
Washington
$8.19M +$32.9K +807 +0.4%
WFPG
129
Waller Financial Planning Group
Ohio
$8.02M -$60.5K -1,481 -0.8%
CI
130
CX Institutional
Indiana
$7.97M +$1.01M +24,860 +15%
MWM
131
Meridian Wealth Management
Kentucky
$7.91M +$807K +19,765 +12%
GWM
132
Geneos Wealth Management
Colorado
$7.8M +$937K +22,954 +14%
HA
133
Hofer & Associates
California
$7.7M +$7.48M +183,293 New
FPIS
134
Financial Planning & Information Services
Wisconsin
$7.3M +$152K +3,721 +2%
SC
135
Savant Capital
Illinois
$7.18M -$267K -6,531 -4%
PA
136
Probity Advisors
Texas
$6.98M +$184K +4,505 +3%
CC
137
Courier Capital
New York
$6.73M +$445K +10,902 +7%
1WM
138
1900 Wealth Management
Texas
$6.69M +$327K +8,006 +5%
MWA
139
Motive Wealth Advisors
Michigan
$6.52M +$362K +8,877 +6%
FHA
140
Flagship Harbor Advisors
Massachusetts
$6.51M -$737K -18,062 -10%
JSL
141
JT Stratford LLC
Georgia
$6.46M +$171K +4,185 +3%
SW
142
SkyOak Wealth
Michigan
$6.43M +$972K +23,815 +18%
WSWA
143
Warren Street Wealth Advisors
California
$6.39M +$6.21M +152,048 New
CA
144
CGN Advisors
Kansas
$6.06M +$2.21M +54,251 +60%
KAS
145
Kestra Advisory Services
Texas
$6M +$197K +4,823 +3%
GFPC
146
Global Financial Private Client
Florida
$5.92M -$68.8K -1,685 -1%
PFG
147
PAX Financial Group
Texas
$5.84M +$227K +5,570 +4%
FIM
148
Freedom Investment Management
Connecticut
$5.78M +$941K +23,052 +20%
CWA
149
Clarus Wealth Advisors
Arizona
$5.75M +$1.63M +40,048 +42%
SA
150
Shilanski & Associates
Alaska
$5.66M +$395K +9,682 +8%