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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
176
McAdam LLC
Pennsylvania
$18.5M -$212K -3,782 -1%
RPGK
177
Retirement Planning Group (Kansas)
Kansas
$18.4M -$679K -12,092 -4%
CSWG
178
Cardinal Strategic Wealth Guidance
Kentucky
$18.3M +$9.15M +162,944 +102%
IA
179
IFG Advisory
Georgia
$17.8M +$1.79M +31,925 +11%
CCFM
180
Clear Creek Financial Management
Washington
$17.5M -$2.27M -40,434 -12%
CF
181
CBM Financial
Texas
$17.4M +$16.5M +294,479 New
CF
182
Collier Financial
Colorado
$17.4M +$5.22M +92,842 +43%
KPWS
183
Kestra Private Wealth Services
Texas
$17.4M +$534K +9,508 +3%
1IA
184
1834 Investment Advisors
Wisconsin
$17.1M -$710K -12,646 -4%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$16.9M +$1.25M +22,218 +8%
GLR
186
Great Lakes Retirement
Ohio
$16.9M +$553K +9,839 +3%
VCP
187
Verus Capital Partners
Arizona
$16.6M +$787K +14,003 +5%
BCM
188
Brookstone Capital Management
Illinois
$16.4M -$316K -5,618 -2%
TW
189
Tempo Wealth
Ohio
$15.8M +$15.6M +278,551 New
PA
190
Probity Advisors
Texas
$15.8M +$1.21M +21,509 +8%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$15.8M +$1.03M +18,366 +7%
RF
192
rebel Financial
Ohio
$15.6M +$15.5M +275,418 New
PAS
193
Park Avenue Securities
New York
$15.5M +$6.04M +107,446 +65%
AWM
194
Atticus Wealth Management
Florida
$15.4M +$549K +9,774 +4%
NG
195
Novem Group
New York
$15.3M -$91.6K -1,630 -0.6%
SF
196
Symphony Financial
Texas
$15.2M +$444K +7,905 +3%
PWM
197
Power Wealth Management
Georgia
$15.2M +$286K +5,085 +2%
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
$15.2M +$5.33M +94,878 +55%
Lido Advisors
199
Lido Advisors
California
$15.2M +$2.79M +49,597 +22%
SIG
200
Sargent Investment Group
Maryland
$15M +$97.8K +1,741 +0.7%