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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$8.24M +$7.77M +202,870 +2,236%
BC
152
Burney Company
Virginia
$8.11M -$3.32M -86,765 -29%
UCFA
153
United Capital Financial Advisors
Texas
$8.01M -$269K -7,025 -3%
CI
154
CX Institutional
Indiana
$7.89M -$6.27M -163,586 -45%
KWM
155
Kingsview Wealth Management
Oregon
$7.85M +$3.49K +91 +0%
RFS
156
Retirement Financial Solutions
Tennessee
$7.83M +$7.71M +201,332 New
AWM
157
Axxcess Wealth Management
California
$7.49M +$14K +366 +0.2%
GRP
158
Global Retirement Partners
California
$7.49M +$455K +11,879 +7%
CA
159
Cetera Advisors
Colorado
$7.48M +$4.33M +112,965 +142%
HA
160
Hofer & Associates
California
$7.44M +$54K +1,410 +0.7%
VCP
161
Verus Capital Partners
Arizona
$7.37M -$851K -22,220 -10%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$7.33M +$636K +16,616 +10%
WI
163
WrapManager Inc
California
$7.31M -$258K -6,728 -3%
Truist Financial
164
Truist Financial
North Carolina
$7.17M -$794K -20,727 -10%
AAS
165
Avantax Advisory Services
Texas
$7.15M +$1.26M +32,975 +22%
DWM
166
Drive Wealth Management
Utah
$7.06M +$6.57M +171,446 +1,706%
WFPG
167
Waller Financial Planning Group
Ohio
$7.02M -$95.1K -2,482 -1%
CRI
168
Colonial River Investments
Virginia
$6.98M +$5.26M +137,312 +325%
VBFP
169
Valtinson Bruner Financial Planning
Minnesota
$6.87M -$107K -2,799 -2%
TCFP
170
Treasure Coast Financial Planning
Florida
$6.84M -$116K -3,026 -2%
FPIS
171
Financial Planning & Information Services
Wisconsin
$6.81M -$136K -3,545 -2%
OC
172
Oarsman Capital
Wisconsin
$6.72M -$93.4K -2,438 -1%
AWA
173
Alta Wealth Advisors
Massachusetts
$6.69M +$1.99M +51,923 +43%
SIG
174
Sargent Investment Group
Maryland
$6.6M +$254K +6,636 +4%
PA
175
Probity Advisors
Texas
$6.59M +$93K +2,429 +1%