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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$6.1K – – –
RIA
152
Realta Investment Advisors
Delaware
$4.81K -$298K -1,962 -98%
MSFP
153
Mark Sheptoff Financial Planning
Connecticut
$4.73K +$4.56K +30 New
Wells Fargo
154
Wells Fargo
California
$138 +$152 +1 New
MYIA
155
Mount Yale Investment Advisors
Colorado
– -$31.9M -216,434 Closed
AAS
156
Ameritas Advisory Services
Nebraska
– -$1.11M -7,559 Closed
GS
157
GTS Securities
Florida
– -$896K -6,076 Closed
HF
158
HRT Financial
New York
– -$522K -3,546 Closed
TWD
159
True Wealth Design
Ohio
– -$522K -3,537 Closed
IA
160
IFG Advisory
Georgia
– -$296K -2,010 Closed
AAS
161
Avantax Advisory Services
Texas
– -$274K -1,856 Closed
SFP
162
Strategic Financial Partners
Oregon
– -$227K -1,539 Closed
FIA
163
Foundations Investment Advisors
Arizona
– -$226K -1,530 Closed
SFC
164
SYM Financial Corp
Indiana
– -$200K -1,356 Closed
UBS Group
165
UBS Group
Switzerland
– -$53.2K -361 Closed
BTI
166
Blue Trust Inc
Georgia
– -$39.6K -272 Closed
US Bancorp
167
US Bancorp
Minnesota
– -$36.3K -246 Closed
CB
168
Community Bank
New York
– -$33.9K -230 Closed
GRP
169
Global Retirement Partners
California
– -$13.9K -94 Closed
AssetMark Inc
170
AssetMark Inc
California
– -$8.99K -61 Closed
FFA
171
Farther Finance Advisors
California
– -$192 -1 Closed