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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
126
Leicht Financial Planning & Wealth Management
New Jersey
$22.1M -$61.2K -1,150 -0.3%
NA
127
NewEdge Advisors
Louisiana
$21.4M -$1.55M -29,207 -7%
WCM
128
Windsor Capital Management
Arizona
$21.1M -$651K -12,238 -3%
AA
129
Alesco Advisors
New York
$21M -$924K -17,369 -4%
SW
130
SkyOak Wealth
Michigan
$20.5M +$528K +9,928 +3%
AWM
131
Atticus Wealth Management
Florida
$20.2M -$56.9K -1,070 -0.3%
ICMM
132
Integrated Capital Management (Michigan)
Michigan
$20.1M +$534K +10,036 +3%
HC
133
Hamilton Capital
Ohio
$20M +$894K +16,804 +4%
GRP
134
Global Retirement Partners
California
$19.9M +$1.97M +37,031 +11%
CSP
135
Cary Street Partners
Virginia
$19.6M +$20.4M +382,808 New
MOS
136
MGO One Seven
Ohio
$19.6M +$1.05M +19,764 +5%
PW
137
Potentia Wealth
California
$19.4M +$20.2M +379,955 New
PA
138
Prism Advisors
California
$19.4M +$143K +2,696 +0.7%
VWA
139
Visionary Wealth Advisors
Illinois
$19.3M +$17.4M +327,757 +659%
TFA
140
TPG Financial Advisors
Oregon
$19M +$1.02M +19,197 +5%
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$18.7M -$683K -12,838 -3%
MD
142
Money Design
Japan
$18.6M -$3.89M -73,088 -17%
Truist Financial
143
Truist Financial
North Carolina
$18.6M +$1.59M +29,850 +9%
PFA
144
Pure Financial Advisors
California
$18.6M -$627K -11,780 -3%
CWM
145
CarsonAllaria Wealth Management
Illinois
$18.5M +$460K +8,642 +2%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$18.2M +$470K +8,838 +3%
FTS
147
Fifth Third Securities
Ohio
$18.1M +$1.36M +25,575 +8%
LGW
148
Leslie Global Wealth
Illinois
$18M -$289K -5,428 -2%
GK
149
Graney & King
New York
$17.9M +$18.7M +350,823 New
AAS
150
Avantax Advisory Services
Texas
$17.9M +$687K +12,909 +4%