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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
126
Sequoia Financial Advisors
Ohio
$215K
BRWA
127
B. Riley Wealth Advisors
Florida
$215K -$103K -713 -33%
MF
128
Montis Financial
Massachusetts
$208K
SFC
129
SYM Financial Corp
Indiana
$200K +$195K +1,356 New
FHA
130
First Horizon Advisors
Tennessee
$197K -$10.7K -74 -5%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$189K +$28.9K +201 +19%
JP Morgan Chase
132
JP Morgan Chase
New York
$172K +$12.2K +85 +8%
Comerica Bank
133
Comerica Bank
Texas
$149K
IA
134
IFP Advisors
Florida
$132K +$65.2K +453 +103%
AWM
135
Aspire Wealth Management
Massachusetts
$104K +$720 +5 +0.7%
PS
136
Principal Securities
Iowa
$101K +$3.17K +22 +3%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$66K -$99.9K -694 -61%
BHWM
138
Beaird Harris Wealth Management
Texas
$61.6K +$60.2K +418 New
UBS Group
139
UBS Group
Switzerland
$53.2K +$28.2K +196 +119%
BTI
140
Blue Trust Inc
Georgia
$39.6K
ANBT
141
American National Bank & Trust
Texas
$39.2K
HI
142
Harbour Investments
Wisconsin
$36.9K -$14.4K -100 -29%
US Bancorp
143
US Bancorp
Minnesota
$36.3K -$12.1K -84 -25%
CB
144
Community Bank
New York
$33.9K +$33.1K +230 New
SPIA
145
Steward Partners Investment Advisory
New York
$32.1K
CFGS
146
Concourse Financial Group Securities
Alabama
$31.7K +$3.02K +21 +11%
BWP
147
Baldwin Wealth Partners
Massachusetts
$26K
AF
148
Advisornet Financial
Minnesota
$18.4K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$17.7K +$17.3K +120 New
CAS
150
Coppell Advisory Solutions
Texas
$17.3K +$16.8K +117 New