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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$839K +$237K +6,543 +42%
Citadel Advisors
252
Citadel Advisors
Florida
$838K -$147K -4,063 -16%
CFGS
253
Concourse Financial Group Securities
Alabama
$786K +$15.7K +435 +2%
WP
254
WealthPLAN Partners
Nebraska
$780K +$112K +3,090 +19%
SWA
255
Stratos Wealth Advisors
Ohio
$756K -$559K -15,471 -44%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$740K +$215K +5,947 +44%
22CM
257
20/20 Capital Management
California
$709K -$325 -9 -0%
LJAC
258
L.J. Altfest & Co
New York
$707K -$130K -3,601 -16%
WPW
259
Waldron Private Wealth
Pennsylvania
$706K
FNBOO
260
First National Bank of Omaha
Nebraska
$698K +$63.1K +1,744 +10%
SCA
261
Snowden Capital Advisors
New York
$686K +$105K +2,902 +19%
ISWM
262
Independent Solutions Wealth Management
New York
$681K -$161K -4,465 -20%
IB
263
Intrust Bank
Kansas
$679K -$1.73M -47,949 -73%
PWM
264
Perigon Wealth Management
California
$675K +$32.4K +896 +5%
RFA
265
Reilly Financial Advisors
California
$655K -$150K -4,144 -19%
SWM
266
SigFig Wealth Management
California
$650K +$620K +17,152 New
MIAS
267
Mason Investment Advisory Services
Virginia
$620K
DA
268
Detalus Advisors
Missouri
$616K -$43.6K -1,205 -7%
KM
269
Kalos Management
Georgia
$605K +$9.62K +266 +2%
Bank of New York Mellon
270
Bank of New York Mellon
New York
$603K -$106K -2,935 -16%
RFC
271
Regions Financial Corp
Alabama
$591K
MAM
272
Meeder Asset Management
Ohio
$590K -$43K -1,189 -7%
MAWCM
273
Mine & Arao Wealth Creation & Management
California
$589K +$1.66K +46 +0.3%
LNC
274
Lincoln National Corp
Pennsylvania
$587K
DAS
275
Dynamic Advisor Solutions
Arizona
$586K +$559K +15,461 New