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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
126
Pinnacle Wealth Planning Services
Ohio
$22.9M +$7.82K +147 +0%
HG
127
Harbor Group
New Hampshire
$22.7M +$531K +9,980 +2%
LFPWM
128
Leicht Financial Planning & Wealth Management
New Jersey
$22.1M -$61.2K -1,150 -0.3%
NA
129
NewEdge Advisors
Louisiana
$21.4M -$1.55M -29,207 -7%
WCM
130
Windsor Capital Management
Arizona
$21.1M -$651K -12,238 -3%
AA
131
Alesco Advisors
New York
$21M -$924K -17,369 -4%
SW
132
SkyOak Wealth
Michigan
$20.5M +$528K +9,928 +3%
AWM
133
Atticus Wealth Management
Florida
$20.2M -$56.9K -1,070 -0.3%
ICMM
134
Integrated Capital Management (Michigan)
Michigan
$20.1M +$534K +10,036 +3%
HC
135
Hamilton Capital
Ohio
$20M +$894K +16,804 +4%
GRP
136
Global Retirement Partners
California
$19.9M +$1.97M +37,031 +11%
CSP
137
Cary Street Partners
Virginia
$19.6M +$20.4M +382,808 New
MOS
138
MGO One Seven
Ohio
$19.6M +$1.05M +19,764 +5%
PW
139
Potentia Wealth
California
$19.4M +$20.2M +379,955 New
PA
140
Prism Advisors
California
$19.4M +$143K +2,696 +0.7%
VWA
141
Visionary Wealth Advisors
Illinois
$19.3M +$17.4M +327,757 +659%
TFA
142
TPG Financial Advisors
Oregon
$19M +$1.02M +19,197 +5%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$18.7M -$683K -12,838 -3%
MD
144
Money Design
Japan
$18.6M -$3.89M -73,088 -17%
Truist Financial
145
Truist Financial
North Carolina
$18.6M +$1.59M +29,850 +9%
PFA
146
Pure Financial Advisors
California
$18.6M -$627K -11,780 -3%
CWM
147
CarsonAllaria Wealth Management
Illinois
$18.5M +$460K +8,642 +2%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$18.2M +$470K +8,838 +3%
FTS
149
Fifth Third Securities
Ohio
$18.1M +$1.36M +25,575 +8%
LGW
150
Leslie Global Wealth
Illinois
$18M -$289K -5,428 -2%