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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
276
J.W. Cole Advisors
Florida
$254K +$243K +7,284 New
TPA
277
Trivium Point Advisory
Connecticut
$251K +$240K +7,177 New
FI
278
Financial Insights
Washington
$244K
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$243K +$232K +6,958 New
WA
280
Wambolt & Associates
Colorado
$242K +$231K +6,923 New
Creative Planning
281
Creative Planning
Kansas
$240K -$273K -8,168 -54%
WAM
282
Wallington Asset Management
Indiana
$237K
MWM
283
Meridian Wealth Management
Kentucky
$235K +$225K +6,733 New
AA
284
Alesco Advisors
New York
$232K -$13K -390 -6%
CAN
285
Cetera Advisor Networks
California
$230K +$220K +6,593 New
ZF
286
Zhang Financial
Michigan
$227K +$215K +6,438 New
TWM
287
Torch Wealth Management
Ohio
$224K +$215K +6,435 New
SCM
288
Smith Capital Management
Arkansas
$222K +$212K +6,345 New
SDAM
289
Shulman DeMeo Asset Management
New York
$221K +$936 +28 +0.4%
CA
290
Cetera Advisors
Colorado
$220K -$111K -3,333 -34%
CFD
291
Creative Financial Designs
Indiana
$217K -$13.7K -411 -6%
JP Morgan Chase
292
JP Morgan Chase
New York
$216K +$207K +6,191 New
FHA
293
Flagship Harbor Advisors
Massachusetts
$213K +$10K +300 +5%
SL
294
Salomon & Ludwin
Virginia
$203K +$83.1K +2,487 +75%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$184K +$159K +4,751 +903%
OSNBOA
296
Old Second National Bank of Aurora
Illinois
$155K +$20.2K +606 +16%
ASN
297
Advisory Services Network
Georgia
$154K -$454K -13,576 -76%
VNA
298
Valley National Advisers
Pennsylvania
$152K
VRM
299
Vectors Research Management
New York
$142K +$83.8K +2,507 +160%
PCIA
300
Prime Capital Investment Advisors
Kansas
$128K +$122K +3,656 New