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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Centennial Wealth Advisory
Michigan
$4.34M -$75.6K -1,833 -2%
PWM
202
Penobscot Wealth Management
Maine
$4.3M +$4.25M +102,937 New
RTL
203
Red Tortoise LLC
Georgia
$4.22M -$6.02K -146 -0.1%
CFG
204
Cooper Financial Group
California
$4.13M +$87.1K +2,112 +2%
HFW
205
Horizon Family Wealth
Illinois
$4.01M -$53.4K -1,294 -1%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$3.89M +$323K +7,840 +9%
TW
207
Transform Wealth
Colorado
$3.88M +$34.6K +840 +0.9%
TDWM
208
Topel & Distasi Wealth Management
California
$3.83M
QC
209
Quent Capital
New York
$3.81M +$206K +4,997 +6%
AWA
210
Alta Wealth Advisors
Massachusetts
$3.77M +$1.04M +25,191 +39%
CWM
211
Cornerstone Wealth Management
Missouri
$3.76M -$226K -5,479 -6%
SAM
212
Smithbridge Asset Management
Pennsylvania
$3.68M +$3.63M +88,070 New
AMM
213
American Money Management
California
$3.67M -$53.6K -1,300 -1%
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$3.65M +$520K +12,602 +17%
ASN
215
Advisory Services Network
Georgia
$3.65M -$1.93M -46,696 -35%
AFS
216
Annapolis Financial Services
Maryland
$3.56M
SSW
217
Stone Summit Wealth
Florida
$3.54M +$193K +4,673 +6%
RFN
218
RDA Financial Network
Iowa
$3.48M +$51.2K +1,241 +2%
NC
219
NewSquare Capital
Pennsylvania
$3.48M +$200K +4,840 +6%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$3.47M +$317K +7,681 +10%
AAS
221
Avantax Advisory Services
Texas
$3.41M +$1.05M +25,567 +46%
TFA
222
Tranquilli Financial Advisor
New Jersey
$3.32M +$713K +17,286 +28%
TC
223
TAGStone Capital
North Carolina
$3.23M +$13.9K +338 +0.4%
FFG
224
Fullen Financial Group
Ohio
$3.22M -$1.69K -41 -0.1%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$3.18M