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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Scarborough Advisors
Maryland
$26M -$11M -190,247 -29%
RA
127
Riversedge Advisors
Delaware
$25.9M -$425K -7,325 -2%
Truist Financial
128
Truist Financial
North Carolina
$25.8M +$1.12M +19,226 +4%
KWM
129
Kingsview Wealth Management
Oregon
$25.7M +$5.55M +95,645 +27%
MWM
130
MBE Wealth Management
Wisconsin
$25.5M +$376K +6,485 +1%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$25.2M +$27.8K +479 +0.1%
MWM
132
Modern Wealth Management
Kansas
$24.9M -$810K -13,965 -3%
GWM
133
Gibbs Wealth Management
Georgia
$24.6M +$14.3M +245,756 +130%
BW
134
BIP Wealth
Georgia
$24.4M -$3.2M -55,227 -11%
PWA
135
Provenance Wealth Advisors
Florida
$24.2M -$186K -3,214 -0.7%
CWM
136
CarsonAllaria Wealth Management
Illinois
$23.9M +$884K +15,234 +4%
CIA
137
Concurrent Investment Advisors
Florida
$23.9M -$1.59M -27,439 -6%
FHC
138
First Heartland Consultants
Missouri
$23.7M +$494K +8,508 +2%
SWM
139
SilverOak Wealth Management
Minnesota
$23.6M +$493K +8,505 +2%
WAOI
140
Wealth Advisors of Iowa
Iowa
$23.5M +$1.83M +31,483 +8%
SP
141
Stonebrook Private
Michigan
$23.5M -$747K -12,878 -3%
MWPCG
142
Measured Wealth Private Client Group
New Hampshire
$23.4M -$860K -14,821 -3%
ACA
143
Ackerman Capital Advisors
Texas
$23.3M -$330K -5,689 -1%
AF
144
Abound Financial
California
$22.7M -$2.03M -34,956 -8%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$22.3M +$5.62M +96,838 +33%
VH
146
Visionary Horizons
Tennessee
$22M -$3.09M -53,211 -12%
GC
147
Granville Capital
North Carolina
$22M +$1.67M +28,731 +8%
KPWS
148
Kestra Private Wealth Services
Texas
$21.7M +$4.47M +77,122 +25%
CBU
149
CIBC Bancorp USA
Illinois
$21.5M +$22.2M +381,896 New
TFA
150
TPG Financial Advisors
Oregon
$21.4M -$6.15K -106 -0%