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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
176
Clarus Wealth Advisors
Arizona
$4.85M +$133K +3,495 +3%
GIA
177
GHP Investment Advisors
Colorado
$4.75M +$267K +7,032 +5%
PFG
178
PAX Financial Group
Texas
$4.69M +$38.1K +1,003 +0.7%
VLC
179
Van Leeuwen & Company
New Jersey
$4.68M -$4.09M -107,712 -44%
LTL
180
Lowery Thomas LLC
California
$4.67M -$2.04M -53,810 -28%
FIM
181
Freedom Investment Management
Connecticut
$4.63M -$140K -3,687 -3%
SF
182
Symphony Financial
Texas
$4.55M +$4.94M +130,278 New
ICG
183
InterOcean Capital Group
Tennessee
$4.49M -$34.1K -900 -0.7%
First Trust Advisors
184
First Trust Advisors
Illinois
$4.46M -$25K -659 -0.5%
LA
185
Lynch & Associates
Indiana
$4.31M +$4.75M +125,087 New
IWN
186
Independent Wealth Network
Iowa
$4.23M +$141K +3,710 +3%
FFC
187
Fure Financial Corporation
Minnesota
$4.22M -$2.28M -60,226 -33%
RIS
188
Retirement Income Solutions
Michigan
$4.19M -$579K -15,264 -11%
QC
189
Quent Capital
New York
$4.16M +$303K +7,974 +7%
AWA
190
Alta Wealth Advisors
Massachusetts
$4.14M +$503K +13,253 +12%
CFG
191
Cooper Financial Group
California
$4.14M +$167K +4,412 +4%
SAM
192
Securian Asset Management
Minnesota
$4.12M -$2.85M -75,000 -39%
MW
193
Marcum Wealth
Ohio
$4.11M +$18.1K +476 +0.4%
LWAC
194
Laurel Wealth Advisors (California)
California
$4.08M +$678K +17,879 +18%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$4.07M -$108K -2,848 -2%
SSW
196
Stone Summit Wealth
Florida
$4.06M +$418K +11,025 +10%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$4.04M +$306K +8,074 +7%
PWM
198
Penobscot Wealth Management
Maine
$4.03M +$351K +9,258 +9%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$4.01M +$77.4K +2,040 +2%
PWG
200
Private Wealth Group
Florida
$3.96M +$326K +8,596 +8%