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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$9.2M -$40.2M -692,823 -81%
UFA
252
Uptown Financial Advisors
Texas
$9.16M +$957K +16,489 +11%
NC
253
NewSquare Capital
Pennsylvania
$9.13M -$109K -1,880 -1%
LA
254
Lynch & Associates
Indiana
$9.13M +$225K +3,882 +2%
M&T Bank
255
M&T Bank
New York
$9.12M -$1.05M -18,126 -10%
B
256
Bensler
Washington
$9.07M +$419K +7,226 +5%
IFG
257
Independent Financial Group
California
$8.92M -$324K -5,578 -3%
MW
258
Members Wealth
Pennsylvania
$8.73M +$248K +4,276 +3%
PWM
259
Parkway Wealth Management
Texas
$8.69M -$1.31M -22,590 -13%
Lido Advisors
260
Lido Advisors
California
$8.65M -$6.92M -119,281 -44%
KFI
261
Key Financial Inc
Pennsylvania
$8.6M +$187K +3,227 +2%
QC
262
Quent Capital
New York
$8.55M -$218K -3,759 -2%
IP
263
Ignite Planners
California
$8.53M +$895K +15,435 +11%
SWA
264
SOA Wealth Advisors
New York
$8.45M -$450K -7,758 -5%
SSW
265
Stone Summit Wealth
Florida
$8.42M +$486K +8,384 +6%
CWG
266
Cornerstone Wealth Group
North Carolina
$8.13M +$4.6M +79,306 +135%
CWMS
267
Cannon Wealth Management Services
North Carolina
$8.08M +$422K +7,274 +5%
CWA
268
Centennial Wealth Advisory
Michigan
$8.07M -$167K -2,882 -2%
1WM
269
1900 Wealth Management
Texas
$8.01M -$299K -5,154 -4%
RMS
270
Retirement Management Systems
Maryland
$7.99M -$2.87M -49,441 -26%
DWM
271
Denver Wealth Management
Colorado
$7.86M -$385K -6,633 -5%
AFTS
272
American Financial & Tax Strategies
New York
$7.85M -$45.2K -780 -0.6%
SAI
273
Savvy Advisors Inc
New York
$7.84M +$199K +3,431 +3%
TIAA Trust, National Association
274
TIAA Trust, National Association
North Carolina
$7.83M -$211M -3,635,627 -96%
GCA
275
Greenwood Capital Associates
South Carolina
$7.78M +$186K +3,203 +2%