We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
CFS Investment Advisory Services
New Jersey
$366K
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$366K -$95.8K -692 -22%
CWM
103
Collaborative Wealth Management
Florida
$360K -$20.2K -146 -6%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$345K -$451K -3,256 -58%
WFAG
105
Worth Financial Advisory Group
North Carolina
$339K
BCI
106
Brinker Capital Investments
Pennsylvania
$335K +$3.6K +26 +1%
OPS
107
Orion Portfolio Solutions
Nebraska
$335K +$3.6K +26 +1%
RIA
108
Realta Investment Advisors
Delaware
$330K -$8.45K -61 -3%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$321K +$3.05K +22 +1%
JSW
110
Journey Strategic Wealth
New Jersey
$300K +$286K +2,063 New
CAM
111
Cresset Asset Management
Illinois
$297K +$283K +2,041 New
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K +$278K +2,010 New
GL
113
Graypoint LLC
New York
$289K -$71.3K -515 -21%
Mariner
114
Mariner
Kansas
$287K -$295K -2,131 -52%
Lido Advisors
115
Lido Advisors
California
$278K +$264K +1,910 New
RWA
116
Redhawk Wealth Advisors
Minnesota
$275K +$11.1K +80 +4%
IWC
117
Integrated Wealth Concepts
Massachusetts
$273K -$6.64K -48 -2%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$271K -$517K -3,732 -67%
CPW
119
Catalyst Private Wealth
California
$262K
BRWA
120
B. Riley Wealth Advisors
Florida
$262K +$63.8K +461 +27%
B
121
Bailard
California
$257K +$244K +1,766 New
FFN
122
Focus Financial Network
Minnesota
$255K -$12.5K -90 -5%
NEPWA
123
New England Private Wealth Advisors
Massachusetts
$244K
VAF
124
Values Added Financial
District of Columbia
$238K
SFP
125
Strategic Financial Partners
Oregon
$237K