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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
201
Oak Harvest Investment Services
Texas
$9.07M +$250K +5,241 +3%
BFG
202
Buttonwood Financial Group
Missouri
$8.87M +$8.44M +177,061 New
HBT
203
Hills Bank & Trust
Iowa
$8.68M +$417K +8,744 +5%
GG
204
GenWealth Group
New Jersey
$8.67M +$267K +5,601 +3%
SIG
205
Sargent Investment Group
Maryland
$8.66M -$161K -3,369 -2%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$8.6M +$3.84M +80,508 +88%
SFP
207
Strategic Financial Partners
Oregon
$8.57M +$1.38M +28,903 +20%
FPIS
208
Financial Planning & Information Services
Wisconsin
$8.54M -$312K -6,550 -4%
CWM
209
Collaborative Wealth Management
Florida
$8.49M +$462K +9,699 +6%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$8.31M -$1.71M -35,797 -18%
SA
211
Shilanski & Associates
Alaska
$8.22M +$134K +2,802 +2%
KAS
212
Kestra Advisory Services
Texas
$8.09M +$2.44M +51,193 +46%
HPC
213
HM Payson & Co
Maine
$7.98M – – –
QC
214
Quent Capital
New York
$7.86M +$202K +4,244 +3%
CM
215
Churchill Management
California
$7.81M -$989K -20,753 -12%
PC
216
Pecaut & Co
Iowa
$7.59M -$279K -5,847 -4%
HPC
217
Hobart Private Capital
North Carolina
$7.5M +$7.14M +149,773 New
CI
218
CX Institutional
Indiana
$7.31M +$362K +7,601 +5%
SOS
219
Silver Oak Securities
Tennessee
$7.26M -$1.19M -24,860 -15%
FGAM
220
Financial Gravity Asset Management
Texas
$7.17M -$95 -2 -0%
LWP
221
Laurel Wealth Planning
Minnesota
$7.17M +$26.4K +553 +0.4%
KFI
222
Key Financial Inc
Pennsylvania
$7.09M +$59.1K +1,239 +0.9%
SIM
223
Seaview Investment Managers
Florida
$6.98M +$6.64M +139,297 New
MWA
224
Motive Wealth Advisors
Michigan
$6.81M +$2.39M +50,230 +59%
LA
225
Lynch & Associates
Indiana
$6.75M +$157K +3,301 +3%