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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
201
Hofer & Associates
California
$11.6M +$79.1K +1,468 +0.7%
NECFA
202
New England Capital Financial Advisors
Connecticut
$11.6M -$80.6K -1,496 -0.7%
GFG
203
Goldstone Financial Group
Illinois
$11.4M -$487K -9,048 -4%
GWAM
204
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M +$1.2M +22,222 +12%
MFG
205
Merit Financial Group
Georgia
$11.3M -$1.85M -34,376 -14%
CIA
206
Concurrent Investment Advisors
Florida
$11.3M +$1.25M +23,130 +13%
PWG
207
Portside Wealth Group
Utah
$11.2M +$1.57M +29,240 +17%
GG
208
GenWealth Group
New Jersey
$11.1M +$286K +5,303 +3%
RA
209
RFG Advisory
Alabama
$11.1M +$6.92M +128,414 +179%
PIS
210
POM Investment Strategies
North Carolina
$11M +$1.8M +33,455 +20%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$10.9M +$743K +13,790 +8%
GWM
212
Gibbs Wealth Management
Georgia
$10.9M -$1.48M -27,458 -12%
PC
213
Promus Capital
Illinois
$10.9M +$250K +4,637 +2%
AWM
214
Axxcess Wealth Management
California
$10.6M -$36.6K -679 -0.4%
CWM
215
Collaborative Wealth Management
Florida
$10.6M -$89.6K -1,663 -0.9%
PWG
216
Private Wealth Group
Florida
$10.5M +$608K +11,292 +6%
SAM
217
Smithbridge Asset Management
Pennsylvania
$10.3M +$604K +11,209 +6%
OHIS
218
Oak Harvest Investment Services
Texas
$10.3M -$83.6K -1,552 -0.8%
PC
219
Pecaut & Co
Iowa
$10.2M +$170K +3,150 +2%
TC
220
TownSquare Capital
Utah
$10.2M -$4.97M -92,291 -33%
SC
221
Savant Capital
Illinois
$10.1M -$284K -5,283 -3%
CAM
222
Cresset Asset Management
Illinois
$10M +$8.57M +159,170 +736%
AssetMark Inc
223
AssetMark Inc
California
$9.92M -$164K -3,047 -2%
BWM
224
BCS Wealth Management
Tennessee
$9.78M -$12.8K -238 -0.1%
FFA
225
Farther Finance Advisors
California
$9.75M +$1.15M +21,383 +14%