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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$581K +$2.8K +30 +0.5%
GVAG
52
Great Valley Advisor Group
Delaware
$529K -$10.8K -116 -2%
DA
53
Detalus Advisors
Missouri
$526K
MFG
54
Merit Financial Group
Georgia
$492K
FWM
55
Frontier Wealth Management
Missouri
$483K
WA
56
WESPAC Advisors
California
$481K -$7.1K -76 -1%
FFN
57
Focus Financial Network
Minnesota
$420K -$343K -3,676 -45%
CAM
58
Cozad Asset Management
Illinois
$398K
MA
59
Mutual Advisors
Nebraska
$390K -$3.46K -37 -0.9%
VBFP
60
Valtinson Bruner Financial Planning
Minnesota
$377K
HIA
61
Harbor Investment Advisory
Maryland
$325K +$38.3K +410 +14%
UBS Group
62
UBS Group
Switzerland
$324K +$320K +3,429 New
CW
63
CreativeOne Wealth
Kansas
$323K -$75K -803 -19%
HCM
64
Hengehold Capital Management
Ohio
$313K -$18.8K -201 -6%
RWA
65
Redhawk Wealth Advisors
Minnesota
$282K -$44.4K -475 -14%
Truist Financial
66
Truist Financial
North Carolina
$260K -$19.8K -212 -7%
GL
67
Graypoint LLC
New York
$239K -$48.6K -520 -17%
JWCA
68
J.W. Cole Advisors
Florida
$237K +$234K +2,507 New
AWM
69
AE Wealth Management
Kansas
$230K -$11.6M -123,762 -98%
AIC
70
Ameritas Investment Company
Nebraska
$228K
SS
71
Simplicity Solutions
Minnesota
$224K -$11.4M -121,736 -98%
MWM
72
MBE Wealth Management
Wisconsin
$214K
SMG
73
Smart Money Group
Texas
$213K +$211K +2,254 New
IA
74
IFG Advisory
Georgia
$211K +$209K +2,235 New
MSAM
75
Moloney Securities Asset Management
Missouri
$210K -$16.2K -173 -7%