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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
126
BIP Wealth
Georgia
$27.7M -$700K -12,464 -2%
HC
127
Hamilton Capital
Ohio
$26.7M +$26.4M +470,213 New
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$26.5M -$412K -7,334 -2%
RA
129
Riversedge Advisors
Delaware
$26.5M -$908K -16,158 -3%
MSRI
130
Michael S. Ryan Inc
New York
$26.3M +$95.4K +1,698 +0.4%
PW
131
Potentia Wealth
California
$25.9M +$777K +13,826 +3%
MWM
132
Modern Wealth Management
Kansas
$25.7M -$20.2M -359,504 -44%
CIA
133
Concurrent Investment Advisors
Florida
$25.5M +$13.8M +245,073 +120%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$25.2M +$946K +16,831 +4%
MWM
135
MBE Wealth Management
Wisconsin
$25.2M +$966K +17,195 +4%
WWM
136
Western Wealth Management
Colorado
$25.1M +$540K +9,613 +2%
VH
137
Visionary Horizons
Tennessee
$25.1M -$41.4K -737 -0.2%
Truist Financial
138
Truist Financial
North Carolina
$24.8M +$1.19M +21,229 +5%
AF
139
Abound Financial
California
$24.8M +$8.45M +150,439 +53%
FTWA
140
Fifth Third Wealth Advisors
Ohio
$24.7M +$4.76M +84,646 +24%
PWA
141
Provenance Wealth Advisors
Florida
$24.5M +$23.9M +425,312 +8,162%
MWPCG
142
Measured Wealth Private Client Group
New Hampshire
$24.4M -$5.69M -101,220 -19%
SP
143
Stonebrook Private
Michigan
$24.3M +$18.9M +336,689 +369%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$24M -$683K -12,158 -3%
ACA
145
Ackerman Capital Advisors
Texas
$23.7M -$7.87M -140,116 -25%
FHC
146
First Heartland Consultants
Missouri
$23.3M +$2.67M +47,589 +13%
SWM
147
SilverOak Wealth Management
Minnesota
$23.2M +$488K +8,688 +2%
CWM
148
CarsonAllaria Wealth Management
Illinois
$23.1M +$672K +11,957 +3%
SF
149
Summit Financial
New Jersey
$22.9M +$2.29M +40,798 +11%
GRP
150
Global Retirement Partners
California
$22.9M +$247K +4,391 +1%