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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
226
Glen Eagle Advisors
New Jersey
$193K +$14.8K +469 +8%
FHA
227
Flagship Harbor Advisors
Massachusetts
$185K
William Blair & Company
228
William Blair & Company
Illinois
$173K
APW
229
Acima Private Wealth
Virginia
$147K +$146K +4,626 New
VNA
230
Valley National Advisers
Pennsylvania
$139K
TW
231
Towerpoint Wealth
California
$136K +$134K +4,248 New
CAL
232
Capital Analysts LLC
Pennsylvania
$129K +$120K +3,810 +1,621%
OSNBOA
233
Old Second National Bank of Aurora
Illinois
$122K +$89.3K +2,837 +287%
SL
234
Salomon & Ludwin
Virginia
$106K +$105K +3,326 New
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$101K +$73.7K +2,341 +292%
CAGAS
236
Capital Advisory Group Advisory Services
Minnesota
$90K -$82.8K -2,629 -49%
RFM
237
Royal Fund Management
Florida
$86K -$3.54M -112,321 -98%
APSP
238
Asset Planning Services (Pennsylvania)
Pennsylvania
$68K +$409 +13 +0.6%
FGAM
239
Financial Gravity Asset Management
Texas
$66K +$49.6K +1,577 +314%
CDIA
240
Capital Directions Investment Advisors
Georgia
$61K -$7.96K -253 -12%
FM
241
Family Management
New York
$58K
IBOK
242
Independence Bank of Kentucky
Kentucky
$57K +$56.4K +1,793 New
Deutsche Bank
243
Deutsche Bank
Germany
$53K -$97.9K -3,110 -65%
VRM
244
Vectors Research Management
New York
$50K +$49.3K +1,567 New
CIAS
245
Capital Investment Advisory Services
North Carolina
$39K -$30.7K -976 -45%
CFGS
246
Concourse Financial Group Securities
Alabama
$35K +$9.19K +292 +37%
GSWM
247
Golden State Wealth Management
California
$32K
TIM
248
Tortoise Investment Management
New York
$31K
SIS
249
Sound Income Strategies
Florida
$27K +$157 +5 +0.6%
NFG
250
Next Financial Group
Texas
$26K +$2.87K +91 +12%