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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$5.68M +$204K +4,936 +4%
VA
177
Verdad Advisers
Massachusetts
$5.64M +$5.57M +135,000 New
PAS
178
Park Avenue Securities
New York
$5.61M +$4.11M +99,558 +287%
PC
179
Pecaut & Co
Iowa
$5.54M +$672K +16,293 +14%
RIS
180
Retirement Income Solutions
Michigan
$5.53M +$992K +24,050 +22%
ML
181
McAdam LLC
Pennsylvania
$5.47M +$151K +3,651 +3%
GIA
182
GHP Investment Advisors
Colorado
$5.41M +$44.2K +1,071 +0.8%
SW
183
Signify Wealth
Missouri
$5.34M +$5.28M +128,035 New
FIM
184
Freedom Investment Management
Connecticut
$5.32M -$426K -10,334 -8%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$5.25M +$773K +18,739 +17%
EFS
186
Econ Financial Services
Pennsylvania
$5.23M +$929K +22,534 +22%
ICG
187
InterOcean Capital Group
Tennessee
$5.21M +$442K +10,726 +9%
LWAC
188
Laurel Wealth Advisors (California)
California
$5.11M -$329K -7,972 -6%
IWN
189
Independent Wealth Network
Iowa
$5.07M +$158K +3,826 +3%
MW
190
Marcum Wealth
Ohio
$4.95M -$513K -12,432 -9%
SAM
191
Securian Asset Management
Minnesota
$4.9M -$148K -3,600 -3%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$4.73M +$208K +5,040 +5%
SWM
193
Spire Wealth Management
Virginia
$4.73M +$416K +10,078 +10%
AWS
194
Atria Wealth Solutions
New York
$4.72M +$4.67M +113,131 New
FC
195
Financial Council
Maryland
$4.72M +$599K +14,516 +15%
OAM
196
Occidental Asset Management
California
$4.46M +$20.7K +502 +0.5%
PWG
197
Private Wealth Group
Florida
$4.46M +$614K +14,889 +16%
CF
198
Centaurus Financial
California
$4.43M +$175K +4,250 +4%
WFA
199
Wells Financial Advisors
Massachusetts
$4.41M +$346K +8,386 +9%
KFI
200
Key Financial Inc
Pennsylvania
$4.36M +$837K +20,289 +24%