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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
151
Waller Financial Planning Group
Ohio
$6.31M +$28.8K +758 +0.4%
TCFP
152
Treasure Coast Financial Planning
Florida
$6.17M +$147K +3,879 +2%
FPIS
153
Financial Planning & Information Services
Wisconsin
$6.16M +$154K +4,057 +2%
OC
154
Oarsman Capital
Wisconsin
$6.04M +$354K +9,326 +6%
EWM
155
Executive Wealth Management
Michigan
$6M -$11.1M -291,590 -98%
CA
156
CGN Advisors
Kansas
$6M +$552K +14,562 +9%
VBFP
157
Valtinson Bruner Financial Planning
Minnesota
$5.99M +$402K +10,594 +6%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$5.93M +$514K +13,559 +9%
SIG
159
Sargent Investment Group
Maryland
$5.85M +$203K +5,353 +3%
PA
160
Probity Advisors
Texas
$5.76M +$214K +5,637 +3%
JCM
161
Jacobi Capital Management
Pennsylvania
$5.61M -$13.3M -350,714 -68%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$5.51M +$2.19M +57,750 +57%
BDF
163
Balasa Dinverno & Foltz
$5.46M -$387K -10,188 -6%
BFG
164
Barber Financial Group
Kansas
$5.46M +$42.1K +1,110 +0.7%
SC
165
Savant Capital
Illinois
$5.3M -$320K -8,442 -5%
SHJ
166
Sharkey, Howes & Javer
Colorado
$5.27M +$5.53M +145,787 +2,059%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$5.27M +$803K +21,163 +16%
PFG
168
Pacific Financial Group
Washington
$5.25M -$629K -16,579 -10%
OHIS
169
Oak Harvest Investment Services
Texas
$5.24M +$1.63M +42,870 +39%
AAS
170
Avantax Advisory Services
Texas
$5.21M +$1.2M +31,684 +27%
GG
171
GenWealth Group
New Jersey
$5.19M -$46.5K -1,226 -0.8%
MWA
172
Motive Wealth Advisors
Michigan
$5.17M +$268K +7,068 +5%
IA
173
IFG Advisory
Georgia
$5.06M +$4.99M +131,397 +855%
EFL
174
ERn Financial LLC
Wisconsin
$5M +$266K +7,009 +5%
PC
175
Pecaut & Co
Iowa
$4.92M +$335K +8,831 +7%