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
B
126
Bailard
California
$303K
AFP
127
ATLas Financial Planning
Georgia
$301K -$6.71K -38 -2%
HPC
128
Hobart Private Capital
North Carolina
$300K
IWC
129
Integrated Wealth Concepts
Massachusetts
$300K +$308K +1,746 New
PFA
130
Perryman Financial Advisory
Texas
$280K +$4.59K +26 +2%
CIC
131
Carnegie Investment Counsel
Ohio
$275K
CHAM
132
Clear Harbor Asset Management
Connecticut
$272K +$176 +1 +0.1%
VAF
133
Values Added Financial
District of Columbia
$271K
BWM
134
BAM Wealth Management
Colorado
$265K -$34.8K -197 -11%
PW
135
PUREfi Wealth
Massachusetts
$264K -$64.8K -367 -19%
LIA
136
Lynx Investment Advisory
District of Columbia
$256K -$76.2K -432 -22%
HH
137
Hilltop Holdings
Texas
$252K
JWCA
138
J.W. Cole Advisors
Florida
$251K -$55.8K -316 -18%
VA
139
Valmark Advisers
Ohio
$245K
BRWA
140
B. Riley Wealth Advisors
Florida
$242K -$1.59K -9 -0.6%
MF
141
Montis Financial
Massachusetts
$242K
EWA
142
EP Wealth Advisors
California
$230K -$115K -650 -33%
BFA
143
Brown Financial Advisory
Alabama
$224K -$34.1K -193 -13%
JWBC
144
John W. Brooker & Co
California
$224K
HighTower Advisors
145
HighTower Advisors
Illinois
$224K +$230K +1,304 New
AAP
146
Arax Advisory Partners
Colorado
$223K
PFA
147
Pinnacle Family Advisors
Missouri
$222K +$353 +2 +0.2%
SFA
148
Sequoia Financial Advisors
Ohio
$218K
WPC
149
Wedmont Private Capital
Pennsylvania
$213K
Creative Planning
150
Creative Planning
Kansas
$210K +$216K +1,225 New