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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
Visionary Wealth Advisors
Illinois
$2.27M +$29.4K +721 +1%
CWM
227
Collaborative Wealth Management
Florida
$2.24M +$2.18M +53,300 New
RWMH
228
Riverpoint Wealth Management Holdings
Illinois
$2.21M -$329K -8,069 -13%
OIA
229
OneDigital Investment Advisors
Kansas
$2.18M -$124K -3,037 -6%
CAM
230
Cozad Asset Management
Illinois
$2.16M -$588K -14,415 -22%
BIP
231
Blueprint Investment Partners
North Carolina
$2.14M +$2.08M +50,976 New
1SB
232
1ST Source Bank
Indiana
$2.11M +$88.2K +2,160 +4%
GB
233
Gunma Bank
Japan
$2.1M -$2.04M -50,000 -50%
Invesco
234
Invesco
Georgia
$2.1M -$327K -8,000 -14%
PWM
235
Peterson Wealth Management
Nevada
$1.99M +$118K +2,886 +6%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$1.98M -$367K -8,989 -16%
AIA
237
Acute Investment Advisory
Arizona
$1.97M +$1.92M +46,986 New
C
238
Clearshares
New York
$1.96M – – –
BA
239
Bristlecone Advisors
Washington
$1.96M +$41.3K +1,012 +2%
SWM
240
SFG Wealth Management
Maryland
$1.96M +$1.9M +46,620 New
MWM
241
Modera Wealth Management
New Jersey
$1.93M +$1.87M +45,858 New
EA
242
Eclectic Associates
California
$1.81M +$3.27K +80 +0.2%
Millennium Management
243
Millennium Management
New York
$1.77M +$1.72M +42,103 New
CAC
244
Certified Advisory Corp
Florida
$1.76M -$131K -3,214 -7%
MDCM
245
Morgan Dempsey Capital Management
Wisconsin
$1.75M +$1.71M +41,801 New
FLPIM
246
F.L. Putnam Investment Management
Massachusetts
$1.71M +$9.14K +224 +0.6%
IC
247
Innealta Capital
Texas
$1.71M +$147K +3,593 +10%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$1.65M +40,512 New
APP
249
Avantax Planning Partners
Iowa
$1.7M +$262K +6,414 +19%
IWC
250
Integrated Wealth Concepts
Massachusetts
$1.58M -$725K -17,765 -32%