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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
176
Econ Financial Services
Pennsylvania
$4.32M +$4.19M +102,735 New
CF
177
Centaurus Financial
California
$4.28M +$235K +5,765 +6%
RTL
178
Red Tortoise LLC
Georgia
$4.25M +$1.23M +30,035 +42%
LTL
179
Lowery Thomas LLC
California
$4.17M +$4.05M +99,223 New
FC
180
Financial Council
Maryland
$4.13M +$883K +21,633 +28%
HFW
181
Horizon Family Wealth
Illinois
$4.09M +$3.97M +97,364 New
WFA
182
Wells Financial Advisors
Massachusetts
$4.09M -$3.6M -88,296 -48%
CFG
183
Cooper Financial Group
California
$4.07M +$617K +15,112 +18%
CWM
184
Cornerstone Wealth Management
Missouri
$4.01M +$515K +12,614 +15%
Goldman Sachs
185
Goldman Sachs
New York
$3.93M +$604K +14,785 +19%
TW
186
Transform Wealth
Colorado
$3.87M +$38.8K +950 +1%
PWG
187
Private Wealth Group
Florida
$3.86M +$198K +4,842 +6%
TDWM
188
Topel & Distasi Wealth Management
California
$3.85M +$3.74M +91,696 New
AMM
189
American Money Management
California
$3.74M +$48.1K +1,179 +1%
QC
190
Quent Capital
New York
$3.63M +$3.52M +86,338 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$3.59M +$239K +5,858 +7%
AFS
192
Annapolis Financial Services
Maryland
$3.58M -$15K -368 -0.4%
KFI
193
Key Financial Inc
Pennsylvania
$3.53M +$82.3K +2,016 +2%
RFN
194
RDA Financial Network
Iowa
$3.45M +$135K +3,301 +4%
SSW
195
Stone Summit Wealth
Florida
$3.35M +$3.26M +79,858 New
NC
196
NewSquare Capital
Pennsylvania
$3.3M +$281K +6,880 +10%
CIM
197
Corda Investment Management
Texas
$3.27M +$8.69K +213 +0.3%
TFA
198
Tobias Financial Advisors
Florida
$3.27M +$2.25M +55,149 +242%
NA
199
NewEdge Advisors
Louisiana
$3.27M +$2.14M +52,357 +206%
FFG
200
Fullen Financial Group
Ohio
$3.24M +$1.55K +38 +0%