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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$13.9M +$3.27M +75,823 +34%
TFGT
152
TS Financial Group (TSFG)
Illinois
$13.7M +$9.8M +227,277 +341%
DC
153
Destiny Capital
Colorado
$13.7M +$12.6M +292,994 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$13.6M +$2.48M +57,530 +25%
GLR
155
Great Lakes Retirement
Ohio
$13.5M -$830K -19,245 -6%
CIM
156
Confluence Investment Management
Missouri
$13.5M +$31.7K +735 +0.3%
Mirae Asset Global Investments
157
Mirae Asset Global Investments
South Korea
$13.2M +$12.2M +281,800 New
SWM
158
SilverOak Wealth Management
Minnesota
$13.2M +$12.2M +282,020 New
MWM
159
Meridian Wealth Management
Kentucky
$13.1M +$12K +279 +0.1%
DFG
160
Demars Financial Group
Washington
$13.1M +$12.1M +281,431 New
JFA
161
JNBA Financial Advisors
Minnesota
$13.1M +$157K +3,640 +1%
ARC
162
Advisor Resource Council
Texas
$12.7M +$11.7M +272,230 New
SFG
163
StrategIQ Financial Group
Indiana
$12.6M +$424K +9,837 +4%
NA
164
NewEdge Advisors
Louisiana
$12.6M +$224K +5,190 +2%
AAS
165
Avantax Advisory Services
Texas
$12.4M +$1.01M +23,316 +10%
SL
166
Systelligence LLC
Minnesota
$12.4M +$1.92M +44,474 +20%
RWM
167
Reston Wealth Management
Virginia
$12.3M +$907K +21,029 +9%
PWG
168
Private Wealth Group
Florida
$12.2M +$579K +13,429 +5%
KFGK
169
Keystone Financial Group (Kentucky)
Kentucky
$12.1M +$750K +17,384 +7%
KWM
170
Kingsview Wealth Management
Oregon
$12M +$115K +2,669 +1%
Truist Financial
171
Truist Financial
North Carolina
$11.8M +$1.49M +34,440 +16%
1IA
172
1834 Investment Advisors
Wisconsin
$11.6M +$1.61M +37,432 +18%
GWSG
173
GPS Wealth Strategies Group
Colorado
$11.6M -$3.29M -76,335 -24%
NECFA
174
New England Capital Financial Advisors
Connecticut
$11.4M +$118K +2,731 +1%
HFS
175
Horizon Financial Services
North Carolina
$11.4M -$24K -556 -0.2%