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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
226
Dynamic Advisor Solutions
Arizona
$539K +$24.4K +731 +5%
SCM
227
Stonehearth Capital Management
Massachusetts
$531K
FNBOO
228
First National Bank of Omaha
Nebraska
$530K +$507K +15,188 New
NRI
229
NFP Retirement Inc
California
$519K +$498K +14,905 New
CGFA
230
Colton Groome Financial Advisors
North Carolina
$512K -$47.4K -1,419 -9%
GCA
231
Greenwood Capital Associates
South Carolina
$506K +$484K +14,500 New
LNC
232
Lincoln National Corp
Pennsylvania
$504K -$71.7K -2,146 -13%
S
233
SignatureFD
Georgia
$502K +$160K +4,796 +50%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$500K +$95.5K +2,857 +25%
5L
235
55I LLC
Massachusetts
$488K +$467K +13,973 New
NF
236
Nikulski Financial
Iowa
$473K -$50.8K -1,520 -10%
MAWCM
237
Mine & Arao Wealth Creation & Management
California
$459K +$439K +13,140 New
OIA
238
Optimum Investment Advisors
Illinois
$454K
MOS
239
MGO One Seven
Ohio
$433K +$415K +12,421 New
William Blair & Company
240
William Blair & Company
Illinois
$432K +$233K +6,981 +129%
VHAM
241
Van Hulzen Asset Management
California
$429K -$16.2K -486 -4%
VBFP
242
Valtinson Bruner Financial Planning
Minnesota
$428K -$29.7K -890 -7%
SFSIG
243
San Francisco Sentry Investment Group
California
$416K +$1.67K +50 +0.4%
Principal Financial Group
244
Principal Financial Group
Iowa
$406K -$131K -3,910 -25%
RCA
245
Ranch Capital Advisors
Florida
$393K -$1.06M -31,831 -74%
PWMG
246
Prestige Wealth Management Group
New Jersey
$392K -$2K -60 -0.5%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$389K +$373K +11,175 New
FG
248
Fiduciary Group
Georgia
$370K +$354K +10,591 New
Franklin Resources
249
Franklin Resources
California
$366K +$351K +10,491 New
TSS
250
Two Sigma Securities
New York
$357K +$341K +10,215 New