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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$142K -$919K -5,904 -87%
AWM
152
AE Wealth Management
Kansas
$92.1K +$24.4K +157 +38%
PS
153
Principal Securities
Iowa
$89.7K -$623 -4 -0.7%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$73K
WTFG
155
Wood Tarver Financial Group
Idaho
$72K +$44.1K +283 +173%
BHWM
156
Beaird Harris Wealth Management
Texas
$68.2K
HI
157
Harbour Investments
Wisconsin
$57.1K
Wells Fargo
158
Wells Fargo
California
$50.2K +$48K +308 New
SPIA
159
Steward Partners Investment Advisory
New York
$35.6K
Citigroup
160
Citigroup
New York
$32.6K -$10.9K -70 -26%
PWM
161
Parkworth Wealth Management
California
$31.6K
KC
162
Knuff & Co
California
$30.7K -$18.2K -117 -38%
ANBT
163
American National Bank & Trust
Texas
$26.1K
GSWM
164
Golden State Wealth Management
California
$25.1K
BONH
165
Bank of New Hampshire
New Hampshire
$23.6K +$18.7K +120 +480%
LFG
166
Larson Financial Group
Missouri
$21.2K +$156 +1 +0.8%
AF
167
Advisornet Financial
Minnesota
$20.4K
RIL
168
Rothschild Investment LLC
Illinois
$18.9K
BBHC
169
Brown Brothers Harriman & Co
New York
$18.6K
CIAS
170
Capital Investment Advisory Services
North Carolina
$16K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$13.5K -$156 -1 -1%
TVWM
172
Tower View Wealth Management
Wisconsin
$9.85K -$11.5K -74 -55%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$7.01K
MSFP
174
Mark Sheptoff Financial Planning
Connecticut
$4.89K
BIP
175
Bouvel Investment Partners
Pennsylvania
-$5.83M -37,019 Closed