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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
CX Institutional
Indiana
$18.7M +$50.6K +845 +0.3%
SW
177
Simplicity Wealth
New Jersey
$18.4M +$15.2M +254,375 +535%
NG
178
Novem Group
New York
$18.3M -$2.31M -38,651 -11%
GLR
179
Great Lakes Retirement
Ohio
$18.2M +$64.5K +1,078 +0.4%
SF
180
Symphony Financial
Texas
$18M +$1.1M +18,351 +7%
SA
181
Sanctuary Advisors
Indiana
$17.8M -$1.57M -26,201 -8%
RPGK
182
Retirement Planning Group (Kansas)
Kansas
$17.8M -$1.62M -27,010 -8%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$17.7M +$147K +2,453 +0.8%
TW
184
Tempo Wealth
Ohio
$17.5M -$270K -4,504 -2%
PWM
185
Power Wealth Management
Georgia
$17.1M +$518K +8,652 +3%
AQR Capital Management
186
AQR Capital Management
Connecticut
$16.8M +$2.71M +45,292 +20%
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$16.7M +$79.6K +1,330 +0.5%
PA
188
Probity Advisors
Texas
$16.7M -$310K -5,177 -2%
ML
189
McAdam LLC
Pennsylvania
$16.5M -$2.44M -40,813 -13%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$16.2M +$873K +14,593 +6%
SCP
191
Stevens Capital Partners
Nebraska
$15.9M +$5.35M +89,407 +52%
BCM
192
Brookstone Capital Management
Illinois
$15.9M -$1.07M -17,830 -6%
SI
193
Stephens Inc
Arkansas
$15.8M +$375K +6,274 +2%
PWG
194
Portside Wealth Group
Utah
$15.6M +$789K +13,184 +5%
MWM
195
Meridian Wealth Management
Kentucky
$15.5M +$22.3K +372 +0.1%
SIG
196
Sargent Investment Group
Maryland
$15.2M -$259K -4,324 -2%
HPC
197
Hobart Private Capital
North Carolina
$15.1M -$3.69M -61,730 -20%
IA
198
IFG Advisory
Georgia
$14.8M +$14.5M +242,628 +1,010,950%
MFA
199
Millington Financial Advisors
Illinois
$14.6M +$686K +11,459 +5%
Legacy Financial Group (Iowa)
200
Legacy Financial Group (Iowa)
Iowa
$14.6M -$478K -7,981 -3%