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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
176
Wells Financial Advisors
Massachusetts
$11.4M -$183K -4,235 -2%
KFP
177
Keener Financial Planning
Texas
$11.3M +$10.5M +242,490 New
CG
178
Cynosure Group
Utah
$11.2M +$1.71M +39,707 +20%
MWM
179
Modern Wealth Management
Kansas
$11.2M +$10.3M +239,348 New
1WM
180
1900 Wealth Management
Texas
$10.7M -$1.45M -33,592 -13%
ORG
181
Optimist Retirement Group
Washington
$10.6M +$9.83M +227,835 New
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$10.5M +$6.87M +159,201 +242%
HSWS
183
Higgins & Schmidt Wealth Strategies
Colorado
$10.5M +$9.67M +224,241 New
VCP
184
Verus Capital Partners
Arizona
$10.3M +$156K +3,607 +2%
MFA
185
Millington Financial Advisors
Illinois
$10.3M -$79.4K -1,840 -0.8%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$10.1M +$1.65M +38,231 +22%
SCP
187
Stevens Capital Partners
Nebraska
$10M -$2.49M -57,748 -21%
AWM
188
Axxcess Wealth Management
California
$9.94M -$14.7K -341 -0.2%
SWM
189
Spire Wealth Management
Virginia
$9.73M +$18.9K +439 +0.2%
JWS
190
Juncture Wealth Strategies
Arizona
$9.62M -$647 -15 -0%
AssetMark Inc
191
AssetMark Inc
California
$9.56M +$1.12M +25,913 +14%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$9.45M -$649K -15,040 -7%
HA
193
Hofer & Associates
California
$9.04M +$19.2K +445 +0.2%
GIA
194
GHP Investment Advisors
Colorado
$8.94M +$211K +4,889 +3%
SF
195
Symphony Financial
Texas
$8.94M -$650K -15,063 -7%
SSW
196
Stone Summit Wealth
Florida
$8.89M +$234K +5,427 +3%
KPWS
197
Kestra Private Wealth Services
Texas
$8.86M +$3.63M +84,261 +80%
DWM
198
Dakota Wealth Management
Florida
$8.62M +$1.53M +35,444 +24%
WI
199
WrapManager Inc
California
$8.59M +$251K +5,825 +3%
CWA
200
Centennial Wealth Advisory
Michigan
$8.53M +$4.19M +97,066 +113%