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State Street SPDR MSCI USA StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
151
TFC Financial Management
Massachusetts
$208K
CAM
152
Clark Asset Management
New Hampshire
$206K
William Blair & Company
153
William Blair & Company
Illinois
$202K
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$192K -$169K -981 -47%
GRP
155
Global Retirement Partners
California
$182K
UBS Group
156
UBS Group
Switzerland
$110K +$103K +596 +1,568%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$78K
BHWM
158
Beaird Harris Wealth Management
Texas
$72.8K
HI
159
Harbour Investments
Wisconsin
$61K
TCM
160
Triumph Capital Management
Colorado
$55.4K +$54.8K +318 New
CFD
161
Creative Financial Designs
Indiana
$38.7K
SPIA
162
Steward Partners Investment Advisory
New York
$38K
Citigroup
163
Citigroup
New York
$34.8K
KC
164
Knuff & Co
California
$32.7K
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$29.4K +$13.6K +79 +88%
BONH
166
Bank of New Hampshire
New Hampshire
$27K +$1.72K +10 +7%
GSWM
167
Golden State Wealth Management
California
$26.8K
LFG
168
Larson Financial Group
Missouri
$23.5K +$862 +5 +4%
AF
169
Advisornet Financial
Minnesota
$21.8K
RIL
170
Rothschild Investment LLC
Illinois
$20.2K
BBHC
171
Brown Brothers Harriman & Co
New York
$19.9K
US Bancorp
172
US Bancorp
Minnesota
$17.6K +$172 +1 +1%
CIAS
173
Capital Investment Advisory Services
North Carolina
$17.1K
TVWM
174
Tower View Wealth Management
Wisconsin
$10.6K +$172 +1 +2%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$7.49K