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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$7.78M +$101K +2,500 +1%
KWM
152
Kingsview Wealth Management
Oregon
$7.7M -$509K -12,565 -6%
AAS
153
Avantax Advisory Services
Texas
$7.61M +$120K +2,967 +2%
WI
154
WrapManager Inc
California
$7.56M -$92.7K -2,288 -1%
HPC
155
HM Payson & Co
Maine
$7.44M +$7.4M +182,723 New
HA
156
Hofer & Associates
California
$7.4M -$38.4K -948 -0.5%
AWA
157
Alta Wealth Advisors
Massachusetts
$7.37M +$366K +9,034 +5%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$7.29M +$1.05M +25,823 +17%
SSW
159
Stone Summit Wealth
Florida
$7.27M +$787K +19,424 +12%
UCFA
160
United Capital Financial Advisors
Texas
$7.21M -$1.17M -28,846 -14%
Truist Financial
161
Truist Financial
North Carolina
$7.2M -$307K -7,589 -4%
DWM
162
Drive Wealth Management
Utah
$7.19M -$202K -4,987 -3%
FPIS
163
Financial Planning & Information Services
Wisconsin
$7.11M -$15.1K -372 -0.2%
JCM
164
Jacobi Capital Management
Pennsylvania
$6.92M +$186K +4,597 +3%
VBFP
165
Valtinson Bruner Financial Planning
Minnesota
$6.87M -$89.4K -2,206 -1%
SF
166
Symphony Financial
Texas
$6.85M +$594K +14,663 +9%
IA
167
IFP Advisors
Florida
$6.78M -$8.81M -217,491 -49%
GIA
168
GHP Investment Advisors
Colorado
$6.71M +$458K +11,308 +7%
SIG
169
Sargent Investment Group
Maryland
$6.65M -$265K -6,538 -4%
TCFP
170
Treasure Coast Financial Planning
Florida
$6.49M -$667K -16,451 -9%
SA
171
Shilanski & Associates
Alaska
$6.44M +$115K +2,832 +2%
CA
172
Cetera Advisors
Colorado
$6.41M -$1.42M -35,141 -18%
SOS
173
Silver Oak Securities
Tennessee
$6.32M -$455K -11,218 -7%
FC
174
Financial Council
Maryland
$6.19M +$145K +3,582 +2%
1IA
175
1834 Investment Advisors
Wisconsin
$6.18M +$588K +14,514 +11%