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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
201
Pacific Financial Group
Washington
$5.45M -$175K -4,030 -3%
LA
202
Lynch & Associates
Indiana
$5.41M +$165K +3,821 +3%
IWN
203
Independent Wealth Network
Iowa
$5.36M +$344K +7,944 +7%
PWM
204
Penobscot Wealth Management
Maine
$5.35M -$2.04K -47 -0%
IA
205
IFG Advisory
Georgia
$5.28M -$3.9M -90,154 -41%
ICG
206
InterOcean Capital Group
Tennessee
$5.15M +$87 +2 +0%
KFI
207
Key Financial Inc
Pennsylvania
$5.11M +$584K +13,478 +12%
IA
208
IFP Advisors
Florida
$5.06M -$838K -19,353 -14%
PFG
209
PAX Financial Group
Texas
$5.02M -$7.49K -173 -0.1%
FAAM
210
First Ascent Asset Management
Colorado
$4.98M +$174K +4,028 +3%
CFG
211
Cooper Financial Group
California
$4.92M +$2.25K +52 +0%
Marshall Wace
212
Marshall Wace
United Kingdom
$4.92M -$702K -16,201 -12%
SOS
213
Silver Oak Securities
Tennessee
$4.91M -$2.44M -56,222 -32%
IPW
214
Intergy Private Wealth
Colorado
$4.89M -$6.19K -143 -0.1%
OAM
215
Occidental Asset Management
California
$4.88M -$91.9K -2,121 -2%
CGFA
216
Colton Groome Financial Advisors
North Carolina
$4.81M -$668K -15,413 -12%
LFAS
217
Level Four Advisory Services
Texas
$4.73M +$1.34M +30,900 +37%
BWM
218
BCS Wealth Management
Tennessee
$4.73M +$570K +13,162 +13%
AMM
219
American Money Management
California
$4.68M +$35.1K +811 +0.7%
WFPG
220
Waller Financial Planning Group
Ohio
$4.61M -$137K -3,160 -3%
FIM
221
Freedom Investment Management
Connecticut
$4.6M -$482K -11,137 -9%
SA
222
Sunesis Advisors
Kansas
$4.49M +$4.71M +108,791 New
OCBCO
223
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.37M +$2.51M +57,851 +120%
KPWS
224
Kestra Private Wealth Services
Texas
$4.36M +$3.26M +75,359 +249%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$4.28M -$280K -6,476 -6%