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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
151
PAX Financial Group
Texas
$4.84M -$147K -3,723 -3%
SA
152
Shilanski & Associates
Alaska
$4.75M +$745K +18,850 +19%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$4.74M +$1.69M +42,803 +56%
CAN
154
Cetera Advisor Networks
California
$4.73M +$4.46M +112,875 +1,653%
GG
155
GenWealth Group
New Jersey
$4.71M -$32.6K -825 -0.7%
OCM
156
One Capital Management
California
$4.6M +$4.6M +116,413 New
KAS
157
Kestra Advisory Services
Texas
$4.52M -$1.25M -31,524 -22%
FIM
158
Freedom Investment Management
Connecticut
$4.44M +$96.1K +2,430 +2%
MWA
159
Motive Wealth Advisors
Michigan
$4.28M +$4.28M +108,229 New
SWM
160
Spire Wealth Management
Virginia
$4.27M +$215K +5,430 +5%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$4.22M -$449K -11,355 -10%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$4.18M +$120K +3,035 +3%
OAM
163
Occidental Asset Management
California
$4.08M +$139K +3,511 +4%
TFA
164
Tranquilli Financial Advisor
New Jersey
$3.99M +$1.55M +39,176 +63%
GB
165
Gunma Bank
Japan
$3.95M -$593K -15,000 -13%
IA
166
IFP Advisors
Florida
$3.92M +$2.09M +52,949 +115%
CWA
167
Centennial Wealth Advisory
Michigan
$3.89M +$654K +16,546 +20%
WWM
168
Western Wealth Management
Colorado
$3.75M +$1.24M +31,325 +49%
CWA
169
Clarus Wealth Advisors
Arizona
$3.73M -$43.1K -1,090 -1%
CA
170
CGN Advisors
Kansas
$3.58M +$82.4K +2,084 +2%
AMM
171
American Money Management
California
$3.58M -$163K -4,130 -4%
TW
172
Transform Wealth
Colorado
$3.53M +$247K +6,246 +8%
ASN
173
Advisory Services Network
Georgia
$3.47M +$1.64M +41,485 +90%
CF
174
Centaurus Financial
California
$3.45M +$154K +3,903 +5%
AFS
175
Annapolis Financial Services
Maryland
$3.38M