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State Street SPDR US Large Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EP Wealth Advisors
California
$307K -$90.2K -495 -22%
WWM
127
Western Wealth Management
Colorado
$299K +$182 +1 +0.1%
CWM
128
Cornerstone Wealth Management
Missouri
$299K
SWM
129
Sherman Wealth Management
Maryland
$297K +$2.73K +15 +0.9%
WFS
130
WealthGarden F.S.
California
$293K
TF
131
Trek Financial
Arizona
$290K +$1.64K +9 +0.6%
PFG
132
Prosperity Financial Group
California
$284K
BI
133
Berkeley Inc
Idaho
$273K +$182 +1 +0.1%
MFA
134
Millington Financial Advisors
Illinois
$270K -$21.1K -116 -7%
CAM
135
Clark Asset Management
New Hampshire
$267K +$273K +1,497 New
SEIA
136
Signature Estate & Investment Advisors
California
$260K +$1.46K +8 +0.6%
AF
137
Advisornet Financial
Minnesota
$260K +$36.5K +200 +16%
Creative Planning
138
Creative Planning
Kansas
$259K +$265K +1,453 New
BFG
139
Bouchey Financial Group
New York
$255K
BW
140
Balance Wealth
Ohio
$249K +$255K +1,400 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$247K -$2.55K -14 -1%
BIG
142
Brookwood Investment Group
Arizona
$242K
SFGP
143
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$241K +$1.28K +7 +0.5%
ISB
144
Iowa State Bank
Iowa
$237K -$29.5K -162 -11%
IPA
145
Investment Planning Advisors
Georgia
$232K
Stifel Financial
146
Stifel Financial
Missouri
$231K -$56.9K -312 -19%
FIA
147
Foundations Investment Advisors
Arizona
$231K -$5.1K -28 -2%
EFL
148
ERn Financial LLC
Wisconsin
$230K +$235K +1,289 New
SPIA
149
Steward Partners Investment Advisory
New York
$222K -$36.5K -200 -14%
Fisher Asset Management
150
Fisher Asset Management
Washington
$219K