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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$228K +$223K +1,970 New
ACM
102
Allred Capital Management
Texas
$216K
PFO
103
Pathstone Family Office
New Jersey
$215K +$210K +1,851 New
JP Morgan Chase
104
JP Morgan Chase
New York
$171K
FHA
105
First Horizon Advisors
Tennessee
$144K
IA
106
IFP Advisors
Florida
$83.3K -$3.7M -32,668 -97%
UBS Group
107
UBS Group
Switzerland
$81.6K +$79.8K +704 New
AWM
108
Aspire Wealth Management
Massachusetts
$79.8K
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$63.2K
CFD
110
Creative Financial Designs
Indiana
$62.1K +$3.51K +31 +6%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$52K +$7.25K +64 +17%
Wells Fargo
112
Wells Fargo
California
$49.9K -$3.29K -29 -6%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$40.9K -$16.4K -145 -29%
HI
114
Harbour Investments
Wisconsin
$40.6K
TRCT
115
Tower Research Capital (TRC)
New York
$40K -$2.49K -22 -6%
ASN
116
Advisory Services Network
Georgia
$32.7K -$8.73K -77 -21%
RCM
117
Raleigh Capital Management
North Carolina
$25.9K -$497K -4,384 -95%
SPIA
118
Steward Partners Investment Advisory
New York
$25.3K
US Bancorp
119
US Bancorp
Minnesota
$23.2K
RG
120
Retirement Group
California
$18K -$1.93K -17 -10%
AF
121
Advisornet Financial
Minnesota
$14.5K -$161K -1,417 -92%
AWM
122
Accel Wealth Management
Iowa
$13.9K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$10.1K -$9.86K -87 -50%
CIAS
124
Capital Investment Advisory Services
North Carolina
$5.22K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$4.41K +$4.31K +38 New