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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
176
Private Wealth Group
Florida
$3.27M +$1.03M +26,060 +46%
FFG
177
Fullen Financial Group
Ohio
$3.22M -$40.8K -1,032 -1%
RFN
178
RDA Financial Network
Iowa
$3.13M -$1.66K -42 -0.1%
CIM
179
Corda Investment Management
Texas
$3.05M +$38.5K +974 +1%
CI
180
Cavalier Investments
Georgia
$2.98M +$2.98M +75,277 New
KFI
181
Key Financial Inc
Pennsylvania
$2.96M +$846K +21,388 +40%
CFG
182
Cooper Financial Group
California
$2.86M +$400K +10,112 +16%
NC
183
NewSquare Capital
Pennsylvania
$2.85M +$96.5K +2,440 +4%
CRI
184
Colonial River Investments
Virginia
$2.83M +$247K +6,236 +10%
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$2.82M -$42K -1,062 -1%
Invesco
186
Invesco
Georgia
$2.78M -$52.1K -1,317 -2%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$2.73M +$1.18M +29,758 +75%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$605K +15,293 +29%
AIS
189
American Investment Services
Massachusetts
$2.62M +$130K +3,285 +5%
PWA
190
Peterson Wealth Advisors
Utah
$2.58M +$2.58M +65,262 New
First Trust Advisors
191
First Trust Advisors
Illinois
$2.56M +$2.56M +64,744 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$2.55M +$1.99M +50,305 +355%
RMAM
193
Raab & Moskowitz Asset Management
New Jersey
$2.54M -$143K -3,619 -5%
CAM
194
Cozad Asset Management
Illinois
$2.53M +$95.5K +2,415 +4%
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
$2.42M +$51.9K +1,313 +2%
TF
196
TRH Financial
Iowa
$2.33M +$40.6K +1,028 +2%
FI
197
Financial Insights
Washington
$2.33M +$7.91K +200 +4%
PIFP
198
Partners in Financial Planning
Virginia
$2.31M +$2.31M +58,531 New
Creative Planning
199
Creative Planning
Kansas
$2.29M +$463K +11,698 +25%
NFP
200
Novak Financial Planning
Maryland
$2.28M +$2.28M +57,597 New