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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
276
Lloyd Advisory Services
Georgia
$130K +$122K +3,810 +311%
CA
277
Clearstead Advisors
Ohio
$129K +$160K +5,000 New
CFGS
278
Concourse Financial Group Securities
Alabama
$117K +$34.4K +1,076 +31%
BA
279
Ballast Advisors
Minnesota
$116K +$38.2K +1,195 +36%
OAM
280
Oppenheimer Asset Management
New York
$116K +$144K +4,499 New
VNA
281
Valley National Advisers
Pennsylvania
$112K
OSNBOA
282
Old Second National Bank of Aurora
Illinois
$102K -$15.5K -485 -11%
VRM
283
Vectors Research Management
New York
$100K -$6.55K -205 -5%
FGAM
284
Financial Gravity Asset Management
Texas
$86.1K +$470K +14,714 +320%
CFG
285
Citizens Financial Group
Rhode Island
$85K +$105K +3,293 New
PB
286
Pinnacle Bancorp
Nebraska
$76K +$94.5K +2,958 New
US Bancorp
287
US Bancorp
Minnesota
$75K -$874K -27,355 -90%
GRP
288
Global Retirement Partners
California
$71K +$58.2K +1,824 +201%
SNT
289
Security National Trust
West Virginia
$59K
FM
290
Family Management
New York
$48K
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$1.56M -48,903 -96%
IBOK
292
Independence Bank of Kentucky
Kentucky
$46K
LWANC
293
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K
BC
294
Belmont Capital
California
$42K
CIAS
295
Capital Investment Advisory Services
North Carolina
$40K +$16K +500 +48%
WAS
296
Winch Advisory Services
Wisconsin
$39K -$5.33M -166,972 -99%
WEC
297
Winslow Evans & Crocker
Massachusetts
$32K +$29.3K +916 +286%
NFG
298
Next Financial Group
Texas
$30K +$5.81K +182 +18%
VFA
299
Valeo Financial Advisors
Indiana
$27K +$31.7K +992 New
AssetMark Inc
300
AssetMark Inc
California
$26K -$14.8M -463,739 -100%