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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
$13.3M +$528K +12,202 +4%
CWM
127
CarsonAllaria Wealth Management
Illinois
$13.2M +$435K +10,044 +3%
DI
128
Diligent Investors
California
$13.1M -$1.21M -27,957 -8%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$12.8M +$4.37M +100,828 +48%
CC
130
Courier Capital
New York
$12.8M +$1.41M +32,488 +12%
GLR
131
Great Lakes Retirement
Ohio
$12.7M -$322K -7,440 -2%
DI
132
DFPG Investments
Utah
$12.6M +$5.71M +131,814 +78%
ML
133
McAdam LLC
Pennsylvania
$12.6M -$86K -1,985 -0.6%
GVAG
134
Great Valley Advisor Group
Delaware
$12M -$1.4M -32,353 -10%
DCS
135
Destiny Capital Securities
Colorado
$12M +$12.6M +290,290 New
CIM
136
Confluence Investment Management
Missouri
$11.9M +$112K +2,585 +0.9%
GRP
137
Global Retirement Partners
California
$11.7M +$2.03M +46,964 +20%
MWM
138
Meridian Wealth Management
Kentucky
$11.6M +$92.4K +2,133 +0.8%
JFA
139
JNBA Financial Advisors
Minnesota
$11.4M +$455K +10,505 +4%
RFS
140
Retirement Financial Solutions
Tennessee
$11.4M +$1.59M +36,629 +15%
SCP
141
Stevens Capital Partners
Nebraska
$11.2M +$146K +3,366 +1%
SFP
142
Strategic Financial Partners
Oregon
$10.9M -$6.24M -144,065 -35%
NA
143
NewEdge Advisors
Louisiana
$10.9M -$607K -14,026 -5%
1WM
144
1900 Wealth Management
Texas
$10.8M -$1.99K -46 -0%
SFG
145
StrategIQ Financial Group
Indiana
$10.7M +$264K +6,093 +2%
F4L
146
Fortune 45 LLC
Louisiana
$10.6M -$4.18M -96,564 -27%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$3.21M +74,044 +41%
KWM
148
Kingsview Wealth Management
Oregon
$10.5M +$2.05M +47,239 +23%
PWG
149
Private Wealth Group
Florida
$10.2M +$4.3M +99,269 +67%
WFA
150
Wells Financial Advisors
Massachusetts
$10.2M +$102K +2,354 +1%