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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
$18M +$1.23M +23,765 +7%
RPGK
152
Retirement Planning Group (Kansas)
Kansas
$18M -$690K -13,301 -4%
TFA
153
TPG Financial Advisors
Oregon
$18M -$959K -18,495 -5%
JSW
154
Journey Strategic Wealth
New Jersey
$17.9M +$2.8M +53,896 +18%
GAG
155
Goodman Advisory Group
Massachusetts
$17.8M +$455K +8,777 +3%
NL
156
Navalign LLC
California
$17.7M +$155K +2,983 +0.9%
WCM
157
Windsor Capital Management
Arizona
$17.4M -$3.72M -71,817 -17%
FHC
158
First Heartland Consultants
Missouri
$17.1M +$272K +5,252 +2%
SWP
159
Stratos Wealth Partners
Ohio
$17.1M +$388K +7,487 +2%
FA
160
Freestate Advisors
Kansas
$17M -$931K -17,948 -5%
HBT
161
Hills Bank & Trust
Iowa
$16.6M +$4.45M +85,819 +36%
SWA
162
SOA Wealth Advisors
New York
$16.6M +$5.01M +96,583 +42%
BCM
163
Brookstone Capital Management
Illinois
$16.5M -$908K -17,516 -5%
GK
164
Graney & King
New York
$16.4M -$1.55M -29,914 -9%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$16.3M +$16.6M +320,000 New
HFS
166
Horizon Financial Services
North Carolina
$16.2M +$2.42M +46,706 +17%
ARC
167
Advisor Resource Council
Texas
$16M +$15.7M +302,705 +2,661%
KPWS
168
Kestra Private Wealth Services
Texas
$15.9M -$1.79M -34,468 -10%
DC
169
Destiny Capital
Colorado
$15.8M +$319K +6,141 +2%
MPM
170
Meritage Portfolio Management
Kansas
$15.8M -$788K -15,203 -5%
1IA
171
1834 Investment Advisors
Wisconsin
$15.7M +$880K +16,958 +6%
Jones Financial Companies
172
Jones Financial Companies
Missouri
$15.2M +$12.4M +239,844 +400%
CSP
173
Cary Street Partners
Virginia
$15.2M -$4.44M -85,645 -22%
ACA
174
Ackerman Capital Advisors
Texas
$15M +$709K +13,668 +5%
LFG
175
Larson Financial Group
Missouri
$14.8M -$843K -16,255 -5%