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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$5.01M -$1.03M -26,055 -16%
CWA
177
Clarus Wealth Advisors
Arizona
$5M -$102K -2,585 -2%
RIS
178
Retirement Income Solutions
Michigan
$4.98M +$116K +2,932 +2%
PFG
179
PAX Financial Group
Texas
$4.97M -$257K -6,480 -5%
PC
180
Pecaut & Co
Iowa
$4.93M +$45.3K +1,144 +0.9%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$4.84M +$1.52M +38,317 +41%
ICG
182
InterOcean Capital Group
Tennessee
$4.83M +$253K +6,381 +5%
GIA
183
GHP Investment Advisors
Colorado
$4.82M +$51.4K +1,299 +1%
First Trust Advisors
184
First Trust Advisors
Illinois
$4.79M +$2.75M +69,445 +114%
CCMG
185
Clark Capital Management Group
Pennsylvania
$4.72M +$4.74M +119,696 +1,402%
FC
186
Financial Council
Maryland
$4.64M +$522K +13,183 +12%
EFS
187
Econ Financial Services
Pennsylvania
$4.56M -$54.7K -1,381 -1%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$4.45M +$1.5M +37,826 +46%
AAS
189
Avantax Advisory Services
Texas
$4.39M +$1.49M +37,581 +46%
IWN
190
Independent Wealth Network
Iowa
$4.38M -$93.9K -2,372 -2%
MW
191
Marcum Wealth
Ohio
$4.37M +$4.71K +119 +0.1%
CFG
192
Cooper Financial Group
California
$4.25M +$659K +16,634 +17%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$4.21M +$37.7K +953 +0.8%
GRP
194
Global Retirement Partners
California
$4.17M +$1.8M +45,455 +67%
QC
195
Quent Capital
New York
$4.14M +$839K +21,191 +23%
GFPC
196
Global Financial Private Client
Florida
$4.08M -$1.27M -32,101 -23%
LFPWM
197
Leicht Financial Planning & Wealth Management
New Jersey
$4.03M +$4.34M +109,511 New
OAM
198
Occidental Asset Management
California
$4.03M +$96.7K +2,443 +2%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$4.02M -$659K -16,629 -13%
OHIS
200
Oak Harvest Investment Services
Texas
$4.02M +$4.32M +109,116 New