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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
176
Diligent Investors
California
$15.1M +$120K +2,258 +0.8%
SIG
177
Sargent Investment Group
Maryland
$14.9M -$860K -16,171 -5%
1IA
178
1834 Investment Advisors
Wisconsin
$14.8M -$2.02M -37,878 -12%
YCG
179
Yeomans Consulting Group
Georgia
$14.5M +$58.5K +1,099 +0.4%
CIM
180
Confluence Investment Management
Missouri
$14.4M +$436K +8,190 +3%
ACA
181
Ackerman Capital Advisors
Texas
$14.3M +$423K +7,956 +3%
EWM
182
Executive Wealth Management
Michigan
$14.3M -$261K -4,896 -2%
MFA
183
Millington Financial Advisors
Illinois
$14.2M +$706K +13,272 +5%
GLR
184
Great Lakes Retirement
Ohio
$14.1M -$163K -3,063 -1%
SOS
185
Silver Oak Securities
Tennessee
$13.9M +$4.45M +83,608 +44%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$13.9M +$220K +4,137 +2%
PWG
187
Private Wealth Group
Florida
$13.8M +$412K +7,751 +3%
HFS
188
Horizon Financial Services
North Carolina
$13.8M -$383K -7,194 -3%
CI
189
CX Institutional
Indiana
$13.8M +$5.52M +103,762 +62%
SF
190
Symphony Financial
Texas
$13.6M +$645K +12,119 +5%
KWM
191
Kingsview Wealth Management
Oregon
$13.1M +$414K +7,776 +3%
RWM
192
Reston Wealth Management
Virginia
$12.9M +$12.5K +234 +0.1%
MWM
193
Meridian Wealth Management
Kentucky
$12.9M -$460K -8,636 -3%
AF
194
Abound Financial
California
$12.4M +$12.9M +243,378 New
VCP
195
Verus Capital Partners
Arizona
$12.4M +$465K +8,742 +4%
HBT
196
Hills Bank & Trust
Iowa
$12.2M +$2.42M +45,469 +23%
NECFA
197
New England Capital Financial Advisors
Connecticut
$12M -$130K -2,452 -1%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$11.9M +$4.38M +82,242 +55%
ORG
199
Optimist Retirement Group
Washington
$11.8M +$375K +7,040 +3%
IA
200
IFG Advisory
Georgia
$11.7M +$3.24M +60,923 +36%