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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
TPG Financial Advisors
Oregon
$13.4M +$597K +14,448 +5%
ML
127
McAdam LLC
Pennsylvania
$13.3M -$80.3K -1,945 -0.6%
DC
128
Destiny Capital
Colorado
$12.4M +$463K +11,222 +4%
CA
129
CGN Advisors
Kansas
$12.4M +$1.25M +30,212 +12%
CIM
130
Confluence Investment Management
Missouri
$12.3M -$259K -6,269 -2%
AWS
131
Atria Wealth Solutions
New York
$12.3M -$239K -5,779 -2%
MWM
132
Meridian Wealth Management
Kentucky
$12.1M +$80.7K +1,955 +0.7%
NA
133
NewEdge Advisors
Louisiana
$12M -$324K -7,842 -3%
EWM
134
Executive Wealth Management
Michigan
$12M -$3.62M -87,693 -24%
CC
135
Courier Capital
New York
$12M +$1.19M +28,864 +12%
SCP
136
Stevens Capital Partners
Nebraska
$11.6M +$701K +16,984 +7%
JFA
137
JNBA Financial Advisors
Minnesota
$11.5M +$2.02M +48,958 +23%
1WM
138
1900 Wealth Management
Texas
$11.3M +$662K +16,022 +7%
IWC
139
Integrated Wealth Concepts
Massachusetts
$11.1M +$6.57M +159,115 +164%
SFG
140
StrategIQ Financial Group
Indiana
$11M +$298K +7,207 +3%
WFA
141
Wells Financial Advisors
Massachusetts
$10.6M -$3.8M -92,132 -27%
RFS
142
Retirement Financial Solutions
Tennessee
$10.4M +$1.26M +30,625 +15%
GRP
143
Global Retirement Partners
California
$10.4M +$513K +12,416 +5%
NECFA
144
New England Capital Financial Advisors
Connecticut
$10.4M -$944K -22,849 -9%
RWM
145
Reston Wealth Management
Virginia
$10.3M -$65.9K -1,596 -0.7%
State Street
146
State Street
Massachusetts
$10.3M -$108K -2,612 -1%
HFS
147
Horizon Financial Services
North Carolina
$10.1M +$520K +12,588 +6%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$9.59M -$609K -14,739 -6%
IA
149
IFG Advisory
Georgia
$9.42M +$2.87M +69,524 +47%
AWM
150
Axxcess Wealth Management
California
$9.3M -$68.4K -1,656 -0.8%