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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
201
Valtinson Bruner Financial Planning
Minnesota
$11.5M +$734K +14,430 +7%
SC
202
Savant Capital
Illinois
$11.3M -$558K -10,967 -5%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$11.2M +$811K +15,926 +8%
CWA
204
Centennial Wealth Advisory
Michigan
$11.2M +$6.19M +121,638 +134%
FC
205
Financial Council
Maryland
$11.2M +$182K +3,578 +2%
SWM
206
Spire Wealth Management
Virginia
$11M +$363K +7,131 +4%
WI
207
WrapManager Inc
California
$11M +$363K +7,138 +4%
SSW
208
Stone Summit Wealth
Florida
$10.9M +$165K +3,233 +2%
HA
209
Hofer & Associates
California
$10.8M +$181K +3,556 +2%
GIA
210
GHP Investment Advisors
Colorado
$10.8M +$325K +6,391 +3%
CCFM
211
Clear Creek Financial Management
Washington
$10.4M -$44K -864 -0.4%
Legacy Financial Group (Iowa)
212
Legacy Financial Group (Iowa)
Iowa
$10.4M +$121K +2,383 +1%
FPIS
213
Financial Planning & Information Services
Wisconsin
$10.3M +$1.3M +25,485 +15%
HBT
214
Hills Bank & Trust
Iowa
$10.2M +$645K +12,682 +7%
PFG
215
PAX Financial Group
Texas
$10.2M +$3.87M +75,998 +65%
M&T Bank
216
M&T Bank
New York
$10.1M -$2.16M -42,458 -18%
SF
217
Summit Financial
New Jersey
$9.96M +$2.21M +43,350 +30%
PWM
218
Power Wealth Management
Georgia
$9.88M +$1.22M +23,958 +15%
SOS
219
Silver Oak Securities
Tennessee
$9.87M +$2.55M +50,030 +36%
CWM
220
Collaborative Wealth Management
Florida
$9.71M +$376K +7,383 +4%
SGWM
221
Sterling Group Wealth Management
California
$9.56M -$6.34M -124,561 -41%
JWS
222
Juncture Wealth Strategies
Arizona
$9.54M -$884K -17,376 -9%
GG
223
GenWealth Group
New Jersey
$9.52M +$134K +2,624 +1%
OHIS
224
Oak Harvest Investment Services
Texas
$9.37M +$234K +4,592 +3%
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
$9.28M +$6.99M +137,400 +360%