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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
126
Horizon Financial Services
North Carolina
$8.31M -$973K -25,655 -10%
JFA
127
JNBA Financial Advisors
Minnesota
$8.29M -$193K -5,080 -2%
WAOI
128
Wealth Advisors of Iowa
Iowa
$8.23M +$569K +14,994 +7%
SFG
129
StrategIQ Financial Group
Indiana
$8.22M +$292K +7,684 +3%
State Street
130
State Street
Massachusetts
$8.22M -$233K -6,151 -3%
BOPW
131
Brandywine Oak Private Wealth
Pennsylvania
$8.22M +$7.48M +197,270 +481%
1WM
132
1900 Wealth Management
Texas
$8.07M +$26.5K +698 +0.3%
FLPIM
133
F.L. Putnam Investment Management
Massachusetts
$7.89M -$372K -9,818 -4%
LFAS
134
Level Four Advisory Services
Texas
$7.66M -$297K -7,817 -3%
UCFA
135
United Capital Financial Advisors
Texas
$7.35M -$758K -19,972 -9%
VCP
136
Verus Capital Partners
Arizona
$7.3M +$3.82M +100,648 +91%
SW
137
SkyOak Wealth
Michigan
$7.12M +$2.04M +53,830 +35%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$7.1M -$62.4K -1,646 -0.8%
GWSG
139
GPS Wealth Strategies Group
Colorado
$7.08M +$6.9M +181,968 +779%
Truist Financial
140
Truist Financial
North Carolina
$7.08M -$135K -3,547 -2%
5L
141
55I LLC
Massachusetts
$7.05M -$15.2M -400,338 -66%
KWM
142
Kingsview Wealth Management
Oregon
$6.96M -$470K -12,378 -6%
GRP
143
Global Retirement Partners
California
$6.94M +$2.56M +67,365 +59%
AIA
144
Angeles Investment Advisors
California
$6.91M -$1.4M -36,930 -16%
WI
145
WrapManager Inc
California
$6.71M -$361K -9,518 -5%
CCMG
146
Clark Capital Management Group
Pennsylvania
$6.69M +$2.49M +65,700 +51%
AWM
147
Axxcess Wealth Management
California
$6.63M +$6.09M +160,543 +505%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$6.61M +$4.3M +113,252 +144%
HA
149
Hofer & Associates
California
$6.54M +$63.6K +1,677 +0.9%
CC
150
Courier Capital
New York
$6.53M +$456K +12,007 +7%