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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
176
Hobart Private Capital
North Carolina
$17.5M -$1.45M -25,071 -7%
CI
177
CX Institutional
Indiana
$17.4M -$1.17M -20,235 -6%
VCP
178
Verus Capital Partners
Arizona
$17.3M +$760K +13,104 +4%
AssetMark Inc
179
AssetMark Inc
California
$17.2M -$2.59M -44,732 -13%
1IA
180
1834 Investment Advisors
Wisconsin
$17.2M +$132K +2,284 +0.8%
CF
181
Collier Financial
Colorado
$17.1M -$215K -3,709 -1%
IWA
182
Inspirion Wealth Advisors
Illinois
$17M -$11.1M -191,510 -39%
GLR
183
Great Lakes Retirement
Ohio
$16.9M +$84.1K +1,449 +0.5%
TW
184
Tempo Wealth
Ohio
$16.6M +$847K +14,605 +5%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$16.3M +$624K +10,758 +4%
PA
186
Probity Advisors
Texas
$15.9M +$132K +2,274 +0.8%
BCM
187
Brookstone Capital Management
Illinois
$15.8M -$503K -8,671 -3%
RF
188
rebel Financial
Ohio
$15.8M +$224K +3,861 +1%
FF
189
Francis Financial
$15.7M +$13.2M +226,817 +452%
SF
190
Symphony Financial
Texas
$15.6M +$647K +11,152 +4%
KAS
191
Kestra Advisory Services
Texas
$15.5M +$962K +16,584 +6%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$15.5M +$392K +6,755 +3%
PWM
193
Power Wealth Management
Georgia
$15.4M +$274K +4,730 +2%
AWM
194
Atticus Wealth Management
Florida
$14.6M -$802K -13,829 -5%
MWM
195
Meridian Wealth Management
Kentucky
$14.4M +$112K +1,934 +0.8%
SIG
196
Sargent Investment Group
Maryland
$14.4M -$516K -8,900 -3%
SI
197
Stephens Inc
Arkansas
$14.4M +$5.11K +88 +0%
VBFP
198
Valtinson Bruner Financial Planning
Minnesota
$14.2M +$165K +2,840 +1%
HBT
199
Hills Bank & Trust
Iowa
$14.1M -$20.4M -352,085 -59%
Legacy Financial Group (Iowa)
200
Legacy Financial Group (Iowa)
Iowa
$14M +$15.6K +269 +0.1%