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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
226
Rehmann Capital Advisory Group
Michigan
$705K -$279K -8,581 -29%
CFGS
227
Concourse Financial Group Securities
Alabama
$698K +$41.3K +1,270 +7%
PWG
228
Private Wealth Group
Florida
$672K +$635K +19,549 New
Bank of New York Mellon
229
Bank of New York Mellon
New York
$649K -$1.3M -39,965 -68%
22CM
230
20/20 Capital Management
California
$648K -$281K -8,638 -32%
LWAC
231
Laurel Wealth Advisors (California)
California
$645K +$37.3K +1,147 +7%
WPW
232
Waldron Private Wealth
Pennsylvania
$640K
KFGK
233
Keystone Financial Group (Kentucky)
Kentucky
$617K +$583K +17,938 New
DA
234
Detalus Advisors
Missouri
$600K -$6.5K -200 -1%
OIA
235
OneDigital Investment Advisors
Kansas
$598K +$243K +7,480 +76%
WP
236
WealthPLAN Partners
Nebraska
$584K +$63.1K +1,942 +13%
PWM
237
Perigon Wealth Management
California
$581K +$105K +3,222 +24%
MAM
238
Meeder Asset Management
Ohio
$577K +$545K +16,766 New
FNBOO
239
First National Bank of Omaha
Nebraska
$573K
MIAS
240
Mason Investment Advisory Services
Virginia
$563K
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$549K +$17.1K +526 +3%
SPIA
242
Steward Partners Investment Advisory
New York
$536K -$97 -3 -0%
RFC
243
Regions Financial Corp
Alabama
$536K
EE
244
EWG Elevate
California
$536K +$7.9K +243 +2%
MAWCM
245
Mine & Arao Wealth Creation & Management
California
$533K +$1.33K +41 +0.3%
LNC
246
Lincoln National Corp
Pennsylvania
$532K
KM
247
Kalos Management
Georgia
$531K -$63.5K -1,955 -12%
SCA
248
Snowden Capital Advisors
New York
$523K +$145K +4,454 +41%
PFM
249
Phillips Financial Management
Indiana
$515K -$23K -709 -5%
MP
250
McDonald Partners
Ohio
$507K +$479K +14,744 New