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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
151
Wealth Advisors of Iowa
Iowa
$15.8M -$92.7K -1,945 -0.6%
ML
152
McAdam LLC
Pennsylvania
$15.6M -$184K -3,854 -1%
MOS
153
MGO One Seven
Ohio
$15.4M +$9.44M +197,918 +182%
DI
154
Diligent Investors
California
$15.2M -$71.5K -1,499 -0.5%
Truist Financial
155
Truist Financial
North Carolina
$15.1M +$2.32M +48,753 +19%
Charles Schwab
156
Charles Schwab
California
$15M -$1.06M -22,260 -7%
MWM
157
Modern Wealth Management
Kansas
$15M +$2.85M +59,863 +25%
DFG
158
Demars Financial Group
Washington
$14.5M +$374K +7,835 +3%
SWM
159
SilverOak Wealth Management
Minnesota
$14.5M +$325K +6,819 +2%
GLR
160
Great Lakes Retirement
Ohio
$14.3M -$227K -4,759 -2%
DC
161
Destiny Capital
Colorado
$14.3M -$390K -8,186 -3%
AAS
162
Avantax Advisory Services
Texas
$14.2M +$798K +16,738 +6%
KWM
163
Kingsview Wealth Management
Oregon
$13.5M +$556K +11,664 +5%
PWG
164
Private Wealth Group
Florida
$13.4M +$264K +5,544 +2%
HFS
165
Horizon Financial Services
North Carolina
$13.2M +$920K +19,289 +8%
SL
166
Systelligence LLC
Minnesota
$13M -$299K -6,271 -2%
CG
167
Cynosure Group
Utah
$12.9M +$953K +19,983 +8%
KFP
168
Keener Financial Planning
Texas
$12.8M +$651K +13,658 +6%
FFM
169
Forum Financial Management
Illinois
$12.7M +$12.1M +254,160 New
GWSG
170
GPS Wealth Strategies Group
Colorado
$12.7M +$249K +5,219 +2%
CA
171
Cetera Advisors
Colorado
$12.7M +$3.41M +71,488 +39%
1IA
172
1834 Investment Advisors
Wisconsin
$12.7M +$204K +4,275 +2%
RWM
173
Reston Wealth Management
Virginia
$12.7M -$466K -9,782 -4%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$12.6M +$1.74M +36,428 +17%
NECFA
175
New England Capital Financial Advisors
Connecticut
$12.6M +$294K +6,169 +3%