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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
151
Williams Financial
Vermont
$18.6M -$3.17M -63,511 -15%
FHC
152
First Heartland Consultants
Missouri
$18.3M +$760K +15,212 +5%
SFP
153
Strategic Financial Partners
Oregon
$18.3M +$4.53M +90,578 +35%
PFA
154
Pure Financial Advisors
California
$18.2M -$378K -7,567 -2%
RPGK
155
Retirement Planning Group (Kansas)
Kansas
$18.1M -$360K -7,199 -2%
WCM
156
Windsor Capital Management
Arizona
$18M +$172K +3,444 +1%
CCFM
157
Clear Creek Financial Management
Washington
$17.7M +$6.11M +122,224 +57%
NL
158
Navalign LLC
California
$17.7M -$412K -8,238 -2%
SOS
159
Silver Oak Securities
Tennessee
$17.6M +$3.05M +61,109 +22%
DC
160
Destiny Capital
Colorado
$17.4M +$1.15M +23,071 +7%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$17.4M -$1.27M -25,513 -7%
ML
162
McAdam LLC
Pennsylvania
$17.3M +$3.1M +62,037 +23%
FA
163
Freestate Advisors
Kansas
$17.1M -$260K -5,193 -2%
SF
164
Summit Financial
New Jersey
$17.1M +$4.37M +87,414 +37%
HFS
165
Horizon Financial Services
North Carolina
$17M +$430K +8,610 +3%
TFA
166
TPG Financial Advisors
Oregon
$17M -$1.38M -27,560 -8%
SW
167
SteelPeak Wealth
California
$16.8M -$19.8M -397,108 -55%
BCM
168
Brookstone Capital Management
Illinois
$16.5M -$415K -8,303 -3%
SWP
169
Stratos Wealth Partners
Ohio
$16.2M -$1.31M -26,120 -8%
CI
170
CX Institutional
Indiana
$15.9M +$2.3M +46,074 +18%
KPWS
171
Kestra Private Wealth Services
Texas
$15.8M -$401K -8,025 -3%
1IA
172
1834 Investment Advisors
Wisconsin
$15.8M -$212K -4,236 -1%
DI
173
Diligent Investors
California
$15M +$21.8K +437 +0.2%
GLR
174
Great Lakes Retirement
Ohio
$14.9M +$217K +4,351 +2%
AF
175
Abound Financial
California
$14.8M +$1.39M +27,731 +11%