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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Marotta Asset Management
Virginia
$8.58M -$225K -1,561 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.86M +$1.35M +9,379 +25%
NA
28
NewEdge Advisors
Louisiana
$5.53M +$418K +2,900 +8%
BIP
29
Bouvel Investment Partners
Pennsylvania
$5.46M +$57.9K +402 +1%
VIM
30
Vista Investment Management
Pennsylvania
$5.27M +$110K +761 +2%
RFM
31
Royal Fund Management
Florida
$4.87M -$1.14M -7,935 -19%
IWS
32
Integrity Wealth Solutions
Colorado
$4.8M -$106K -734 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.75M +$306K +2,123 +7%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$4.57M -$1.25M -8,686 -22%
FHA
35
Flagship Harbor Advisors
Massachusetts
$3.88M +$58.5K +406 +2%
AG
36
AlTi Global
New York
$3.67M +$3.58M +24,876 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.57M +$3.22M +22,375 +1,204%
PCM
38
Parsons Capital Management
Rhode Island
$3.34M -$141K -978 -4%
TF
39
Theory Financial
Colorado
$3.29M -$822K -5,706 -20%
AWA
40
ARQ Wealth Advisors
Arizona
$3.11M +$1.91M +13,243 +169%
Citadel Advisors
41
Citadel Advisors
Florida
$3.08M +$3.01M +20,881 New
GWM
42
Geneos Wealth Management
Colorado
$2.92M -$1.42M -9,839 -33%
LIA
43
LBMC Investment Advisors
Tennessee
$2M +$10.8K +75 +0.6%
ML
44
McAdam LLC
Pennsylvania
$1.99M -$57.6K -400 -3%
EFS
45
Essex Financial Services
Connecticut
$1.93M +$1.88M +13,061 New
LFAS
46
Level Four Advisory Services
Texas
$1.76M -$253K -1,760 -13%
GA
47
Goldstein Advisors
Wisconsin
$1.65M -$1.3K -9 -0.1%
HCM
48
Howard Capital Management
Georgia
$1.59M +$31.1K +216 +2%
GM
49
GeoWealth Management
Illinois
$1.57M -$459K -3,188 -23%
JWBC
50
John W. Brooker & Co
California
$1.56M -$56K -389 -4%