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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
SOA Wealth Advisors
New York
$11.6M +$3.97M +74,565 +49%
PA
202
Probity Advisors
Texas
$11.6M +$362K +6,804 +3%
NC
203
NewSquare Capital
Pennsylvania
$11.5M -$410K -7,700 -3%
CIA
204
Concurrent Investment Advisors
Florida
$11.5M +$3.78M +71,114 +46%
CCFM
205
Clear Creek Financial Management
Washington
$11.5M +$1.43M +26,804 +14%
VBFP
206
Valtinson Bruner Financial Planning
Minnesota
$11.2M +$24.5K +460 +0.2%
FC
207
Financial Council
Maryland
$11.1M +$268K +5,044 +2%
DAS
208
Diversify Advisory Services
Utah
$11M -$24.4K -458 -0.2%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$11M +$103K +1,933 +0.9%
FWM
210
Foguth Wealth Management
Michigan
$11M +$9.5M +178,603 +598%
GIA
211
GHP Investment Advisors
Colorado
$10.9M +$490K +9,218 +5%
SF
212
Summit Financial
New Jersey
$10.9M +$1.31M +24,682 +13%
WI
213
WrapManager Inc
California
$10.7M +$64.6K +1,214 +0.6%
DWM
214
Dogwood Wealth Management
Kansas
$10.6M +$1.82M +34,238 +20%
PWM
215
Power Wealth Management
Georgia
$10.4M +$923K +17,351 +9%
SC
216
Savant Capital
Illinois
$10.4M -$625K -11,746 -5%
M&T Bank
217
M&T Bank
New York
$10.3M +$572K +10,745 +6%
OHIS
218
Oak Harvest Investment Services
Texas
$10.3M +$1.28M +24,014 +14%
HA
219
Hofer & Associates
California
$10.3M -$180K -3,385 -2%
SWM
220
Spire Wealth Management
Virginia
$10.2M -$503K -9,448 -5%
GFG
221
Goldstone Financial Group
Illinois
$10.2M +$1.86M +34,907 +21%
Legacy Financial Group (Iowa)
222
Legacy Financial Group (Iowa)
Iowa
$10.1M +$114K +2,143 +1%
AAS
223
Asset Allocation Strategies
Michigan
$10M +$2.55M +47,972 +33%
SAW
224
Signal Advisors Wealth
Michigan
$10M +$8.41M +158,023 +417%
SSW
225
Stone Summit Wealth
Florida
$10M -$521K -9,788 -5%