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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
176
Higgins & Schmidt Wealth Strategies
Colorado
$11.7M +$296K +6,055 +3%
SF
177
Symphony Financial
Texas
$11.5M +$854K +17,473 +8%
MFA
178
Millington Financial Advisors
Illinois
$11.4M +$180K +3,680 +2%
M&T Bank
179
M&T Bank
New York
$11.4M -$5.83M -119,314 -34%
VCP
180
Verus Capital Partners
Arizona
$11.3M +$282K +5,760 +3%
SC
181
Savant Capital
Illinois
$11M +$4.89M +100,071 +80%
MPM
182
Meritage Portfolio Management
Kansas
$10.9M -$6.63M -135,580 -38%
ORG
183
Optimist Retirement Group
Washington
$10.9M -$21.9K -449 -0.2%
WFA
184
Wells Financial Advisors
Massachusetts
$10.7M -$1.08M -22,161 -9%
PWM
185
Partnership Wealth Management
Maryland
$10.7M +$5.97M +122,219 +126%
AWM
186
Axxcess Wealth Management
California
$10.4M +$440K +8,993 +4%
FC
187
Financial Council
Maryland
$10.2M +$1.06M +21,763 +12%
HHGC
188
Hunting Hill Global Capital
New York
$10.1M +$7.48M +153,085 +286%
VBFP
189
Valtinson Bruner Financial Planning
Minnesota
$9.92M +$79.1K +1,618 +0.8%
PA
190
Probity Advisors
Texas
$9.91M +$794K +16,239 +9%
SSW
191
Stone Summit Wealth
Florida
$9.85M +$145K +2,968 +1%
SWM
192
Spire Wealth Management
Virginia
$9.83M -$146K -2,996 -1%
HA
193
Hofer & Associates
California
$9.79M +$99.3K +2,031 +1%
AFA
194
AA Financial Advisors
Ohio
$9.77M +$5.57M +114,029 +132%
WI
195
WrapManager Inc
California
$9.76M -$227K -4,654 -2%
CCFM
196
Clear Creek Financial Management
Washington
$9.66M +$46.9K +959 +0.5%
JWS
197
Juncture Wealth Strategies
Arizona
$9.65M -$334K -6,830 -3%
GIA
198
GHP Investment Advisors
Colorado
$9.63M +$212K +4,331 +2%
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$9.6M +$1.23M +25,256 +15%
DAS
200
Diversify Advisory Services
Utah
$9.47M -$8.57M -175,370 -47%