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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
176
Sargent Investment Group
Maryland
$14.5M +$405K +7,515 +3%
AWM
177
Atticus Wealth Management
Florida
$14.5M -$561K -10,420 -4%
KWM
178
Kingsview Wealth Management
Oregon
$14.4M -$32.5K -604 -0.2%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$14.4M -$144K -2,674 -1%
SF
180
Symphony Financial
Texas
$14.2M +$472K +8,773 +4%
PA
181
Probity Advisors
Texas
$14.2M +$982K +18,229 +8%
DWM
182
Dogwood Wealth Management
Kansas
$14.1M +$1.03M +19,214 +8%
MWM
183
Meridian Wealth Management
Kentucky
$14.1M +$169K +3,132 +1%
VBFP
184
Valtinson Bruner Financial Planning
Minnesota
$13.8M +$644K +11,952 +5%
MFA
185
Millington Financial Advisors
Illinois
$13.6M -$1.09M -20,233 -8%
SI
186
Stephens Inc
Arkansas
$13.5M +$696K +12,924 +6%
CSP
187
Cary Street Partners
Virginia
$13.4M -$840K -15,605 -6%
KAS
188
Kestra Advisory Services
Texas
$13.4M +$2.35M +43,675 +22%
Legacy Financial Group (Iowa)
189
Legacy Financial Group (Iowa)
Iowa
$13.2M -$300K -5,569 -2%
HPC
190
Hobart Private Capital
North Carolina
$13M -$13.1K -244 -0.1%
DI
191
Diligent Investors
California
$12.8M -$2.93M -54,337 -19%
ORG
192
Optimist Retirement Group
Washington
$12.8M +$13.3K +247 +0.1%
NC
193
NewSquare Capital
Pennsylvania
$12.7M -$124K -2,301 -1%
GIA
194
GHP Investment Advisors
Colorado
$12.6M +$351K +6,515 +3%
FC
195
Financial Council
Maryland
$12.5M +$181K +3,359 +2%
LFG
196
Larson Financial Group
Missouri
$12.4M -$1.88M -34,841 -13%
Lido Advisors
197
Lido Advisors
California
$12.3M +$7.1M +131,833 +145%
RWM
198
Reston Wealth Management
Virginia
$12.2M -$2.05K -38 -0%
MPM
199
Meritage Portfolio Management
Kansas
$12M -$342K -6,347 -3%
CF
200
Collier Financial
Colorado
$11.8M +$11.5M +213,944 New