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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
151
Wells Financial Advisors
Massachusetts
$10.2M +$102K +2,354 +1%
HFS
152
Horizon Financial Services
North Carolina
$10.1M +$466K +10,763 +5%
AAS
153
Avantax Advisory Services
Texas
$10M +$1.28M +29,590 +14%
NECFA
154
New England Capital Financial Advisors
Connecticut
$10M +$125K +2,882 +1%
RWM
155
Reston Wealth Management
Virginia
$9.97M +$135K +3,116 +1%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$9.97M +$8.56M +197,574 +449%
MPM
157
Meritage Portfolio Management
Kansas
$9.71M -$3.71M -85,717 -27%
IWC
158
Integrated Wealth Concepts
Massachusetts
$9.66M -$964K -22,259 -9%
NL
159
NWAM LLC
Washington
$9.52M +$9.59M +221,476 +2,365%
AWS
160
Atria Wealth Solutions
New York
$9.22M -$2.66M -61,440 -22%
MFA
161
Millington Financial Advisors
Illinois
$9.2M +$344K +7,949 +4%
SWP
162
Stratos Wealth Partners
Ohio
$9.15M +$4.73M +109,140 +97%
SL
163
Systelligence LLC
Minnesota
$9.11M +$9.56M +220,740 New
Truist Financial
164
Truist Financial
North Carolina
$9.01M +$310K +7,149 +3%
VCP
165
Verus Capital Partners
Arizona
$9.01M +$844K +19,494 +10%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$8.98M -$187K -4,325 -2%
AWM
167
Axxcess Wealth Management
California
$8.81M -$80.1K -1,849 -0.9%
1IA
168
1834 Investment Advisors
Wisconsin
$8.73M +$1.31M +30,234 +17%
AWA
169
Alta Wealth Advisors
Massachusetts
$8.67M +$592K +13,658 +7%
SWM
170
Spire Wealth Management
Virginia
$8.64M +$557K +12,866 +7%
SF
171
Symphony Financial
Texas
$8.56M +$934K +21,573 +12%
JWS
172
Juncture Wealth Strategies
Arizona
$8.51M -$238K -5,488 -3%
CI
173
CX Institutional
Indiana
$8.2M -$685K -15,827 -7%
CG
174
Cynosure Group
Utah
$8.15M +$538K +12,419 +7%
HA
175
Hofer & Associates
California
$7.98M +$63.7K +1,470 +0.8%