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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
Innealta Capital
Texas
$1.45M +$160K +4,001 +12%
FGAM
227
Financial Gravity Asset Management
Texas
$1.44M -$786K -19,675 -35%
CFG
228
Citizens Financial Group
Rhode Island
$1.43M +$1.1M +27,460 +297%
PF
229
Phoenix Financial
Israel
$1.42M +$54.6K +1,367 +4%
EGA
230
E&G Advisors
Texas
$1.37M +$1.41M +35,243 New
EWA
231
Encompass Wealth Advisors
Oregon
$1.33M
APP
232
Avantax Planning Partners
Iowa
$1.33M
PAS
233
Park Avenue Securities
New York
$1.29M +$95.5K +2,391 +8%
HWM
234
Howard Wealth Management
Connecticut
$1.28M +$81.5K +2,041 +7%
CSPAM
235
Cary Street Partners Asset Management
Virginia
$1.27M +$27.3K +684 +2%
USCWA
236
U.S. Capital Wealth Advisors
Texas
$1.23M +$1.26M +31,475 New
SPC
237
Sigma Planning Corp
Michigan
$1.23M +$12.9K +324 +1%
AC
238
AWM Capital
Arizona
$1.22M +$1.18M +29,603 New
TF
239
TRH Financial
Iowa
$1.19M -$1.14M -28,470 -48%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$1.18M -$20.7K -519 -2%
OWA
241
Opal Wealth Advisors
New York
$1.18M +$180K +4,518 +18%
V
242
Veritable
Delaware
$1.15M
LDB
243
Lee, Danner & Bass
Tennessee
$1.13M -$43.9K -1,100 -4%
QCM
244
Quest Capital Management
Texas
$1.12M -$13.9K -348 -1%
KFGK
245
Keystone Financial Group (Kentucky)
Kentucky
$1.11M +$133K +3,336 +13%
SCA
246
Snowden Capital Advisors
New York
$1.08M +$252K +6,311 +30%
IHWM
247
Iron Horse Wealth Management
Iowa
$1.05M -$90.9K -2,276 -8%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$1.04M +$132K +3,296 +14%
CWM
249
Cedar Wealth Management
California
$1.04M -$3.67K -92 -0.3%
ICG
250
InterOcean Capital Group
Tennessee
$1.03M +$833K +20,860 +369%