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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Accel Wealth Management
Iowa
$13K
EWA
102
EverSource Wealth Advisors
Alabama
$7K
TVWM
103
Tower View Wealth Management
Wisconsin
$7K
CIAS
104
Capital Investment Advisory Services
North Carolina
$5K
First Manhattan
105
First Manhattan
New York
$3K -$448 -4 -11%
GRP
106
Global Retirement Partners
California
$2K
UBS Group
107
UBS Group
Switzerland
$2K +$2.46K +22 New
LRWA
108
Long Run Wealth Advisors
New York
-$2.9M -26,843 Closed
CAN
109
Cetera Advisor Networks
California
-$2.78M -25,746 Closed
ES
110
Eagle Strategies
New York
-$678K -6,274 Closed
KM
111
Kalos Management
Georgia
-$487K -4,316 Closed
MML Investors Services
112
MML Investors Services
Massachusetts
-$455K -4,208 Closed
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
-$401K -3,624 Closed
RJA
114
Raymond James & Associates
Florida
-$294K -2,720 Closed
5L
115
55I LLC
Massachusetts
-$220K -2,040 Closed
GLA
116
Good Life Advisors
Pennsylvania
-$213K -1,968 Closed
IWC
117
Integrated Wealth Concepts
Massachusetts
-$202K -1,866 Closed
ACM
118
Allred Capital Management
Texas
-$201K -1,865 Closed
NEPWA
119
New England Private Wealth Advisors
Massachusetts
-$202K -1,624 Closed
Creative Planning
120
Creative Planning
Kansas
-$85K -783 Closed
SWM
121
Spire Wealth Management
Virginia
-$19K -180 Closed
HFS
122
Heritage Financial Services
Massachusetts
-$10K -97 Closed