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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFC
151
Fure Financial Corporation
Minnesota
$6.72M -$137K -3,463 -2%
WFPG
152
Waller Financial Planning Group
Ohio
$6.71M -$269K -6,788 -4%
CC
153
Courier Capital
New York
$6.53M +$405K +10,238 +6%
SOS
154
Silver Oak Securities
Tennessee
$6.5M +$1.46M +36,810 +27%
TCFP
155
Treasure Coast Financial Planning
Florida
$6.45M +$942K +23,784 +16%
FPIS
156
Financial Planning & Information Services
Wisconsin
$6.42M +$143K +3,607 +2%
PFG
157
Pacific Financial Group
Washington
$6.22M -$339K -8,565 -5%
BDF
158
Balasa Dinverno & Foltz
$6.2M +$6.67M +168,420 New
OC
159
Oarsman Capital
Wisconsin
$6.11M +$417K +10,531 +7%
VBFP
160
Valtinson Bruner Financial Planning
Minnesota
$6.01M +$633K +15,987 +11%
SC
161
Savant Capital
Illinois
$5.97M -$245K -6,188 -4%
PA
162
Probity Advisors
Texas
$5.95M -$80.2K -2,024 -1%
PAS
163
Park Avenue Securities
New York
$5.89M +$1.02M +25,767 +19%
CA
164
CGN Advisors
Kansas
$5.87M -$62.2K -1,571 -1%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$5.83M +$885K +22,336 +16%
SIG
166
Sargent Investment Group
Maryland
$5.8M +$6.24M +157,657 New
BFG
167
Barber Financial Group
Kansas
$5.79M +$235K +5,937 +4%
SW
168
SkyOak Wealth
Michigan
$5.62M -$98.9K -2,498 -2%
CFA
169
Camarda Financial Advisors
Florida
$5.59M +$6.02M +151,940 New
GG
170
GenWealth Group
New Jersey
$5.58M +$18.5K +467 +0.3%
SA
171
Shilanski & Associates
Alaska
$5.41M +$207K +5,223 +4%
MWA
172
Motive Wealth Advisors
Michigan
$5.25M -$117K -2,966 -2%
EFL
173
ERn Financial LLC
Wisconsin
$5.08M -$2.22M -56,159 -29%
FIM
174
Freedom Investment Management
Connecticut
$5.08M +$416K +10,503 +8%
CI
175
Cavalier Investments
Georgia
$5.02M -$663K -16,735 -11%