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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Penobscot Wealth Management
Maine
$5.6M +$70.2K +1,700 +1%
LA
202
Lynch & Associates
Indiana
$5.5M -$26.6K -643 -0.5%
ICG
203
InterOcean Capital Group
Tennessee
$5.39M -$62.3K -1,509 -1%
FIM
204
Freedom Investment Management
Connecticut
$5.3M -$219K -5,302 -4%
PFG
205
PAX Financial Group
Texas
$5.27M -$116K -2,819 -2%
IWN
206
Independent Wealth Network
Iowa
$5.26M -$104K -2,510 -2%
LWP
207
Laurel Wealth Planning
Minnesota
$5.21M +$4.98M +120,698 New
OAM
208
Occidental Asset Management
California
$5.2M -$32.6K -789 -0.7%
CFG
209
Cooper Financial Group
California
$5.15M -$253K -6,119 -5%
IPW
210
Intergy Private Wealth
Colorado
$5.13M -$50.2K -1,216 -1%
FAAM
211
First Ascent Asset Management
Colorado
$5.04M +$971K +23,524 +25%
VLC
212
Van Leeuwen & Company
New Jersey
$4.97M -$563K -13,627 -11%
WFPG
213
Waller Financial Planning Group
Ohio
$4.96M -$233K -5,647 -5%
TCFP
214
Treasure Coast Financial Planning
Florida
$4.93M -$1.88M -45,426 -28%
AMM
215
American Money Management
California
$4.86M -$33.2K -803 -0.7%
SWP
216
Stratos Wealth Partners
Ohio
$4.86M +$1.79M +43,342 +63%
B
217
Bridgeworth
Alabama
$4.77M +$728K +17,640 +19%
KFI
218
Key Financial Inc
Pennsylvania
$4.77M -$16.4K -398 -0.4%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$4.76M -$200K -4,855 -4%
SAM
220
Smithbridge Asset Management
Pennsylvania
$4.5M +$120K +2,906 +3%
PCIA
221
Prime Capital Investment Advisors
Kansas
$4.49M +$4.3M +104,039 New
WA
222
Waverly Advisors
Alabama
$4.48M +$4.29M +103,775 New
BWM
223
BCS Wealth Management
Tennessee
$4.38M +$110K +2,653 +3%
Renaissance Technologies
224
Renaissance Technologies
New York
$4.32M +$4.13M +99,900 New
MW
225
Marcum Wealth
Ohio
$4.28M +$13.9K +337 +0.3%