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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Executive Wealth Management
Michigan
$15M -$228K -4,478 -2%
YCG
177
Yeomans Consulting Group
Georgia
$15M +$10.6M +207,737 +275%
GLR
178
Great Lakes Retirement
Ohio
$14.8M +$39.8K +783 +0.3%
HFS
179
Horizon Financial Services
North Carolina
$14.7M +$278K +5,456 +2%
CIM
180
Confluence Investment Management
Missouri
$14.4M -$4.98M -97,830 -26%
ACA
181
Ackerman Capital Advisors
Texas
$14.4M +$189K +3,718 +1%
CG
182
Cynosure Group
Utah
$14.4M +$855K +16,794 +7%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$14.1M -$224K -4,411 -2%
PWG
184
Private Wealth Group
Florida
$13.9M -$246K -4,836 -2%
MWM
185
Meridian Wealth Management
Kentucky
$13.8M -$4.73K -93 -0%
MFA
186
Millington Financial Advisors
Illinois
$13.6M +$1.2M +23,499 +10%
RWM
187
Reston Wealth Management
Virginia
$13.3M +$139K +2,735 +1%
HSWS
188
Higgins & Schmidt Wealth Strategies
Colorado
$13.2M +$572K +11,240 +5%
AWS
189
Atria Wealth Solutions
New York
$13.2M +$8.45K +166 +0.1%
AWM
190
Axxcess Wealth Management
California
$13.2M +$1.9M +37,292 +18%
KWM
191
Kingsview Wealth Management
Oregon
$13.1M -$1.07M -21,112 -8%
SF
192
Symphony Financial
Texas
$13M +$530K +10,419 +4%
NECFA
193
New England Capital Financial Advisors
Connecticut
$12.6M -$204K -4,018 -2%
VCP
194
Verus Capital Partners
Arizona
$12.4M +$75K +1,473 +0.6%
NC
195
NewSquare Capital
Pennsylvania
$12.3M +$6.64M +130,497 +127%
MPM
196
Meritage Portfolio Management
Kansas
$12M +$210K +4,129 +2%
ORG
197
Optimist Retirement Group
Washington
$11.9M +$82.4K +1,619 +0.7%
DAS
198
Diversify Advisory Services
Utah
$11.7M +$1.27M +25,003 +13%
SFP
199
Strategic Financial Partners
Oregon
$11.6M +$2.78M +54,567 +33%
PA
200
Probity Advisors
Texas
$11.6M +$829K +16,282 +8%