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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSRI
126
Michael S. Ryan Inc
New York
$25.5M -$145K -2,691 -0.6%
DAS
127
Diversify Advisory Services
Utah
$25.3M +$3.56M +66,016 +17%
SW
128
SkyOak Wealth
Michigan
$25.1M +$297K +5,521 +1%
JSW
129
Journey Strategic Wealth
New Jersey
$24.6M +$2.48M +46,048 +12%
VH
130
Visionary Horizons
Tennessee
$24.5M +$201K +3,728 +0.8%
PW
131
Potentia Wealth
California
$24.4M +$1.25M +23,189 +6%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$24M -$1.01M -18,695 -4%
WWM
133
Western Wealth Management
Colorado
$24M +$562K +10,435 +2%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$23.7M +$5.12M +95,109 +29%
MWM
135
MBE Wealth Management
Wisconsin
$23.6M +$157K +2,914 +0.7%
LGW
136
Leslie Global Wealth
Illinois
$23.1M +$2.25M +41,721 +11%
Truist Financial
137
Truist Financial
North Carolina
$23M +$1.36M +25,185 +6%
SWM
138
SilverOak Wealth Management
Minnesota
$22.1M +$690K +12,812 +3%
GRP
139
Global Retirement Partners
California
$22M -$781K -14,507 -4%
CWM
140
CarsonAllaria Wealth Management
Illinois
$21.9M +$948K +17,613 +5%
AA
141
Alesco Advisors
New York
$21.6M -$650K -12,074 -3%
WAOI
142
Wealth Advisors of Iowa
Iowa
$21.1M +$1.13M +21,027 +6%
Two Sigma Investments
143
Two Sigma Investments
New York
$20.9M +$20.3M +377,400 New
CG
144
Cynosure Group
Utah
$20.8M +$271K +5,032 +1%
FHC
145
First Heartland Consultants
Missouri
$20.1M +$664K +12,334 +4%
SF
146
Summit Financial
New Jersey
$20.1M +$1.95M +36,183 +11%
DC
147
Destiny Capital
Colorado
$19.8M +$1.32M +24,508 +7%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$19.7M -$115M -2,143,841 -86%
WF
149
Williams Financial
Vermont
$19.6M -$45.7K -848 -0.2%
FTWA
150
Fifth Third Wealth Advisors
Ohio
$19.4M +$3.77M +70,016 +25%