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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$8.29M -$193K -5,080 -2%
WAOI
127
Wealth Advisors of Iowa
Iowa
$8.23M -$16.3M -430,453 -64%
SFG
128
StrategIQ Financial Group
Indiana
$8.22M +$292K +7,684 +3%
State Street
129
State Street
Massachusetts
$8.22M -$233K -6,151 -3%
BOPW
130
Brandywine Oak Private Wealth
Pennsylvania
$8.22M +$7.48M +197,270 +481%
1WM
131
1900 Wealth Management
Texas
$8.07M +$26.5K +698 +0.3%
FLPIM
132
F.L. Putnam Investment Management
Massachusetts
$7.89M -$372K -9,818 -4%
LFAS
133
Level Four Advisory Services
Texas
$7.66M -$297K -7,817 -3%
UCFA
134
United Capital Financial Advisors
Texas
$7.35M -$758K -19,972 -9%
VCP
135
Verus Capital Partners
Arizona
$7.3M +$3.82M +100,648 +91%
SW
136
SkyOak Wealth
Michigan
$7.12M +$2.04M +53,830 +35%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$7.1M -$62.4K -1,646 -0.8%
GWSG
138
GPS Wealth Strategies Group
Colorado
$7.08M +$6.9M +181,968 +779%
Truist Financial
139
Truist Financial
North Carolina
$7.08M -$135K -3,547 -2%
5L
140
55I LLC
Massachusetts
$7.05M -$15.2M -400,338 -66%
KWM
141
Kingsview Wealth Management
Oregon
$6.96M -$470K -12,378 -6%
GRP
142
Global Retirement Partners
California
$6.94M +$2.56M +67,365 +59%
AIA
143
Angeles Investment Advisors
California
$6.91M -$1.4M -36,930 -16%
WI
144
WrapManager Inc
California
$6.71M -$361K -9,518 -5%
CCMG
145
Clark Capital Management Group
Pennsylvania
$6.69M +$2.49M +65,700 +51%
AWM
146
Axxcess Wealth Management
California
$6.63M +$6.09M +160,543 +505%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$6.61M +$4.3M +113,252 +144%
HA
148
Hofer & Associates
California
$6.54M +$63.6K +1,677 +0.9%
CC
149
Courier Capital
New York
$6.53M +$456K +12,007 +7%
WFPG
150
Waller Financial Planning Group
Ohio
$6.31M +$28.8K +758 +0.4%