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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Southport Capital Management
Tennessee
$3.08M -$5.33M -129,222 -64%
CIM
227
Corda Investment Management
Texas
$3.02M -$227K -5,504 -7%
Creative Planning
228
Creative Planning
Kansas
$3.01M +$481K +11,672 +19%
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$2.99M +$2.16M +52,260 +271%
BWFA
230
Baltimore-Washington Financial Advisors
Maryland
$2.75M +$128K +3,102 +4%
CA
231
Cetera Advisors
Colorado
$2.74M +$2.1M +51,002 +347%
GRP
232
Global Retirement Partners
California
$2.66M +$2.8M +67,925 New
GLA
233
Good Life Advisors
Pennsylvania
$2.65M +$1.98M +48,000 +308%
RMAM
234
Raab & Moskowitz Asset Management
New Jersey
$2.62M +$3.71K +90 +0.1%
AWM
235
Aprio Wealth Management
Georgia
$2.59M +$2.56M +61,964 New
PIA
236
Perennial Investment Advisors
California
$2.57M +$212K +5,144 +9%
First Trust Advisors
237
First Trust Advisors
Illinois
$2.53M +$2.5M +60,672 New
AWA
238
Arete Wealth Advisors
Illinois
$2.48M +$6.68K +162 +0.3%
PIFP
239
Partners in Financial Planning
Virginia
$2.4M -$37.3K -904 -2%
WCA
240
Waypoint Capital Advisors
Minnesota
$2.31M -$2.15K -52 -0.1%
IWP
241
IAG Wealth Partners
Wisconsin
$2.28M -$155K -3,755 -6%
IWC
242
Integrated Wealth Concepts
Massachusetts
$2.24M +$664K +16,099 +43%
1SB
243
1ST Source Bank
Indiana
$2.23M +$138K +3,354 +7%
BTWM
244
Baker Tilly Wealth Management
Wisconsin
$2.23M -$738K -17,901 -25%
CAM
245
Cozad Asset Management
Illinois
$2.21M +$66.4K +1,610 +3%
SWP
246
Stratos Wealth Partners
Ohio
$2.2M -$664K -16,088 -23%
RWMH
247
Riverpoint Wealth Management Holdings
Illinois
$2.2M +$6.81K +165 +0.3%
OIA
248
OneDigital Investment Advisors
Kansas
$2.17M +$8.99K +218 +0.4%
AIS
249
American Investment Services
Massachusetts
$2.16M -$598K -14,490 -22%
SS
250
Simplicity Solutions
Minnesota
$2.13M -$601K -14,566 -22%