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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
276
Uptown Financial Advisors
Texas
$6.48M +$6.74M +126,633 New
GB
277
Gunma Bank
Japan
$6.39M +$2.77M +52,000 +71%
MWM
278
Modera Wealth Management
New Jersey
$6.36M +$4.43M +83,327 +203%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$6.26M +$3.12M +58,597 +92%
IPW
280
Intergy Private Wealth
Colorado
$6.25M +$372 +7 +0%
HPC
281
HM Payson & Co
Maine
$6.24M -$1.99M -37,348 -23%
SFG
282
Snider Financial Group
Washington
$6.17M +$339K +6,379 +6%
FIA
283
Foundations Investment Advisors
Arizona
$6.16M +$349K +6,554 +6%
CAGAS
284
Capital Advisory Group Advisory Services
Minnesota
$6.02M +$1.19M +22,390 +23%
AssetMark Inc
285
AssetMark Inc
California
$6.02M -$9.98M -187,596 -61%
GWSG
286
GPS Wealth Strategies Group
Colorado
$6M +$192K +3,612 +3%
FIM
287
Freedom Investment Management
Connecticut
$5.94M -$171K -3,210 -3%
SW
288
SVB Wealth
Massachusetts
$5.91M +$6.15M +115,506 New
ATWA
289
Arbor Trust Wealth Advisors
Michigan
$5.78M +$708K +13,308 +13%
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
$5.78M -$3.33M -62,650 -36%
B
291
Bensler
Washington
$5.66M +$812K +15,263 +16%
TFA
292
Tranquilli Financial Advisor
New Jersey
$5.58M +$3.69M +69,376 +174%
MWA
293
Motive Wealth Advisors
Michigan
$5.57M -$823K -15,466 -12%
UCFA
294
United Capital Financial Advisors
Texas
$5.51M -$277K -5,209 -5%
JWCA
295
J.W. Cole Advisors
Florida
$5.43M -$457K -8,595 -7%
AAS
296
Ameritas Advisory Services
Nebraska
$5.42M +$1.35M +25,316 +31%
CAM
297
Cozad Asset Management
Illinois
$5.37M +$283K +5,315 +5%
CWA
298
Centennial Wealth Advisory
Michigan
$5.3M -$5.8M -108,989 -51%
GCA
299
Greenwood Capital Associates
South Carolina
$5.27M +$178K +3,338 +3%
OAM
300
Occidental Asset Management
California
$5.22M -$594K -11,160 -10%