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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
126
Great Valley Advisor Group
Delaware
$11.8M +$1.72M +44,964 +17%
GWM
127
Geneos Wealth Management
Colorado
$11.3M +$1.22M +31,923 +12%
DC
128
Destiny Capital
Colorado
$11.1M +$10.3M +269,128 New
TFA
129
TPG Financial Advisors
Oregon
$10.9M -$637K -16,639 -6%
MWM
130
Meridian Wealth Management
Kentucky
$10.9M +$244K +6,370 +2%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$10.6M -$313K -8,165 -3%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$10.6M +$5.9M +154,048 +131%
NECFA
133
New England Capital Financial Advisors
Connecticut
$10.3M +$9.77M +255,085 New
WWM
134
Western Wealth Management
Colorado
$10M -$8.61M -224,679 -47%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$10M +$1.12M +29,120 +13%
CWA
136
Centennial Wealth Advisory
Michigan
$9.88M +$6.34M +165,396 +187%
1WM
137
1900 Wealth Management
Texas
$9.58M +$469K +12,235 +5%
SW
138
SkyOak Wealth
Michigan
$9.58M +$1.52M +39,805 +19%
RWM
139
Reston Wealth Management
Virginia
$9.5M -$26.2M -683,297 -74%
SFG
140
StrategIQ Financial Group
Indiana
$9.34M +$69.6K +1,816 +0.8%
State Street
141
State Street
Massachusetts
$9.11M -$160K -4,180 -2%
CA
142
CGN Advisors
Kansas
$9.1M +$2.3M +60,001 +34%
JWS
143
Juncture Wealth Strategies
Arizona
$9.08M -$365K -9,528 -4%
GWSG
144
GPS Wealth Strategies Group
Colorado
$9.04M +$1.04M +27,130 +13%
HFS
145
Horizon Financial Services
North Carolina
$8.93M -$441K -11,525 -5%
OHIS
146
Oak Harvest Investment Services
Texas
$8.85M +$2.89M +75,466 +50%
LFAS
147
Level Four Advisory Services
Texas
$8.67M +$36K +941 +0.4%
SCP
148
Stevens Capital Partners
Nebraska
$8.59M +$8.46M +220,805 New
JFA
149
JNBA Financial Advisors
Minnesota
$8.57M -$771K -20,135 -8%
MFA
150
Millington Financial Advisors
Illinois
$8.55M +$8.42M +219,936 New