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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
Optimum Investment Advisors
Illinois
$393K
AP
227
Advisor Partners
California
$385K +$24.4K +804 +7%
FHA
228
Flagship Harbor Advisors
Massachusetts
$380K +$34.8K +1,145 +10%
CFG
229
Citizens Financial Group
Rhode Island
$371K +$323K +10,616 +649%
SFSIG
230
San Francisco Sentry Investment Group
California
$366K +$1.67K +55 +0.5%
CAL
231
Capital Analysts LLC
Pennsylvania
$356K +$63.4K +2,087 +22%
JP Morgan Chase
232
JP Morgan Chase
New York
$355K +$134K +4,396 +59%
B
233
Bridgeworth
Alabama
$347K -$76.3K -2,511 -18%
AIC
234
Ameritas Investment Company
Nebraska
$343K
AFP
235
Ausdal Financial Partners
Iowa
$330K +$332K +10,916 New
SCA
236
Snowden Capital Advisors
New York
$324K -$23.3K -766 -7%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$319K
OPS
238
Orion Portfolio Solutions
Nebraska
$318K -$36.1K -1,189 -10%
Principal Financial Group
239
Principal Financial Group
Iowa
$318K -$26.3K -867 -8%
BRWA
240
B. Riley Wealth Advisors
Florida
$316K +$98.4K +3,240 +44%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$313K -$17.5K -575 -5%
DI
242
DFPG Investments
Utah
$300K -$52.4K -1,724 -15%
OIA
243
OneDigital Investment Advisors
Kansas
$299K +$301K +9,898 New
IWC
244
Integrated Wealth Concepts
Massachusetts
$284K +$286K +9,420 New
JWCA
245
J.W. Cole Advisors
Florida
$270K -$143K -4,703 -34%
CIC
246
Carnegie Investment Counsel
Ohio
$268K
BBNA
247
Bremer Bank National Association
Minnesota
$268K +$13.8K +453 +5%
FHC
248
First Heartland Consultants
Missouri
$265K -$1.3M -42,822 -83%
CWM
249
Cornerstone Wealth Management
Missouri
$264K +$265K +8,731 New
APA
250
American Portfolios Advisors
New York
$260K -$41.3K -1,360 -14%