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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oarsman Capital
Wisconsin
$5.64M +$136K +3,335 +3%
ASN
152
Advisory Services Network
Georgia
$5.63M -$214K -5,237 -4%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$5.5M +$876K +21,462 +20%
MW
154
Marcum Wealth
Ohio
$5.5M -$8.78K -215 -0.2%
LWAC
155
Laurel Wealth Advisors (California)
California
$5.47M +$5.32M +130,246 New
TCFP
156
Treasure Coast Financial Planning
Florida
$5.41M +$5.26M +128,857 New
GIA
157
GHP Investment Advisors
Colorado
$5.39M +$82.4K +2,018 +2%
GG
158
GenWealth Group
New Jersey
$5.37M +$24.4K +598 +0.5%
ML
159
McAdam LLC
Pennsylvania
$5.34M +$96.7K +2,368 +2%
HHGC
160
Hunting Hill Global Capital
New York
$5.25M +$5.1M +124,913 New
WWM
161
Western Wealth Management
Colorado
$5.21M +$5.06M +124,056 New
SAM
162
Securian Asset Management
Minnesota
$5.08M +$2.05M +50,300 +71%
IWN
163
Independent Wealth Network
Iowa
$4.94M +$73.4K +1,799 +2%
SWA
164
Stratos Wealth Advisors
Ohio
$4.91M +$2.46M +60,206 +106%
PC
165
Pecaut & Co
Iowa
$4.89M +$2.64M +64,624 +125%
ICG
166
InterOcean Capital Group
Tennessee
$4.79M +$3.57M +87,433 +330%
Renaissance Technologies
167
Renaissance Technologies
New York
$4.75M +$4.62M +113,200 New
CI
168
Cavalier Investments
Georgia
$4.72M +$4.58M +112,288 New
IA
169
IFP Advisors
Florida
$4.62M +$443K +10,861 +11%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$4.55M -$68.4K -1,675 -2%
RIS
171
Retirement Income Solutions
Michigan
$4.55M -$4.37M -106,970 -50%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$4.5M +$77.6K +1,901 +2%
OAM
173
Occidental Asset Management
California
$4.47M -$18.2K -446 -0.4%
CWA
174
Centennial Wealth Advisory
Michigan
$4.44M +$162K +3,980 +4%
SWM
175
Spire Wealth Management
Virginia
$4.33M -$255K -6,236 -6%