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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Dakota Wealth Management
Florida
$23.3M -$1.71M -33,027 -7%
VH
127
Visionary Horizons
Tennessee
$22.7M -$1.24M -23,924 -5%
SFP
128
Shepherd Financial Partners
Massachusetts
$22.7M +$23.1M +444,575 New
LFPWM
129
Leicht Financial Planning & Wealth Management
New Jersey
$22.5M +$399K +7,699 +2%
AAS
130
Avantax Advisory Services
Texas
$22.3M +$4.5M +86,760 +25%
MSRI
131
Michael S. Ryan Inc
New York
$22.1M -$1.66M -32,064 -7%
SW
132
SkyOak Wealth
Michigan
$21.5M +$997K +19,217 +5%
WF
133
Williams Financial
Vermont
$21.3M -$15.1M -291,311 -41%
MWM
134
MBE Wealth Management
Wisconsin
$21M -$2.39M -45,987 -10%
AA
135
Alesco Advisors
New York
$20.7M -$310K -5,984 -1%
ICMM
136
Integrated Capital Management (Michigan)
Michigan
$20.5M +$401K +7,730 +2%
VWA
137
Visionary Wealth Advisors
Illinois
$20.4M +$1.12M +21,533 +6%
HC
138
Hamilton Capital
Ohio
$20.3M +$360K +6,943 +2%
AG
139
Ascent Group
Virginia
$20.2M +$19.9M +383,440 +3,269%
PW
140
Potentia Wealth
California
$19.9M +$482K +9,291 +2%
Truist Financial
141
Truist Financial
North Carolina
$19.6M +$1M +19,294 +5%
FTS
142
Fifth Third Securities
Ohio
$19M +$951K +18,339 +5%
SWM
143
SilverOak Wealth Management
Minnesota
$18.9M +$1.11M +21,356 +6%
CG
144
Cynosure Group
Utah
$18.8M +$2.16M +41,640 +13%
CWM
145
CarsonAllaria Wealth Management
Illinois
$18.7M +$246K +4,741 +1%
LGW
146
Leslie Global Wealth
Illinois
$18.6M +$654K +12,608 +4%
MOS
147
MGO One Seven
Ohio
$18.4M -$1.17M -22,495 -6%
MD
148
Money Design
Japan
$18.4M -$239K -4,615 -1%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$18.3M +$73.8K +1,423 +0.4%
PFA
150
Pure Financial Advisors
California
$18.1M -$419K -8,081 -2%