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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TAGStone Capital
North Carolina
$3.24M +$3.14M +77,039 New
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$3.2M +$478K +11,711 +18%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$3.16M +$196K +4,793 +7%
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$3.14M +$160K +3,911 +6%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$3M +$2.33M +57,152 +402%
CRI
206
Colonial River Investments
Virginia
$2.97M +$2.89M +70,688 New
BWFA
207
Baltimore-Washington Financial Advisors
Maryland
$2.91M -$65.1K -1,595 -2%
SWP
208
Stratos Wealth Partners
Ohio
$2.89M +$563K +13,781 +25%
AIS
209
American Investment Services
Massachusetts
$2.79M +$13.7K +335 +0.5%
SS
210
Simplicity Solutions
Minnesota
$2.76M -$6.86K -168 -0.3%
BEI
211
Benjamin Edwards Inc
Missouri
$2.75M +$395K +9,670 +17%
AWA
212
Alta Wealth Advisors
Massachusetts
$2.73M +$2.24M +54,992 +543%
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$2.63M -$20.3K -498 -0.8%
TFA
214
Tranquilli Financial Advisor
New Jersey
$2.61M -$1.1M -27,069 -30%
PWA
215
Peterson Wealth Advisors
Utah
$2.59M -$272K -6,674 -10%
Creative Planning
216
Creative Planning
Kansas
$2.53M +$299K +7,324 +14%
AWA
217
Arete Wealth Advisors
Illinois
$2.5M +$359K +8,784 +17%
CCMG
218
Clark Capital Management Group
Pennsylvania
$2.5M +$2.42M +59,400 New
IWP
219
IAG Wealth Partners
Wisconsin
$2.46M +$102K +2,497 +4%
PIFP
220
Partners in Financial Planning
Virginia
$2.44M +$118K +2,890 +5%
BCI
221
Brinker Capital Investments
Pennsylvania
$2.38M -$21.3M -521,432 -90%
PIA
222
Perennial Investment Advisors
California
$2.37M +$5.88K +144 +0.3%
AAS
223
Avantax Advisory Services
Texas
$2.36M +$328K +8,033 +17%
WCA
224
Waypoint Capital Advisors
Minnesota
$2.33M +$2.26M +55,382 New
VWA
225
Visionary Wealth Advisors
Illinois
$2.27M +$29.4K +721 +1%