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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
301
Prime Capital Investment Advisors
Kansas
$128K +$122K +3,656 New
CFGS
302
Concourse Financial Group Securities
Alabama
$121K +$79.7K +2,386 +220%
IFWM
303
Institute for Wealth Management
Colorado
$118K +$113K +3,380 New
BA
304
Ballast Advisors
Minnesota
$115K +$110K +3,305 New
Deutsche Bank
305
Deutsche Bank
Germany
$111K +$50.8K +1,521 +91%
MCWS
306
McKinley Carter Wealth Services
West Virginia
$95K +$91.3K +2,731 New
SFS
307
Sowell Financial Services
Arkansas
$88K -$429K -12,842 -84%
FGAM
308
Financial Gravity Asset Management
Texas
$88K +$84K +2,514 +121%
SNT
309
Security National Trust
West Virginia
$79K +$76K +2,276 New
FCM
310
Firestone Capital Management
Florida
$78K +$74.7K +2,235 New
Bessemer Group
311
Bessemer Group
New Jersey
$78K +$74.8K +2,240 New
TRCT
312
Tower Research Capital (TRC)
New York
$78K +$74.8K +2,240 New
CA
313
CXI Advisors
Indiana
$72K +$69K +2,064 New
BWA
314
BDO Wealth Advisors
Florida
$67K +$63.9K +1,912 New
FM
315
Family Management
New York
$65K +$1.2K +36 +2%
IBOK
316
Independence Bank of Kentucky
Kentucky
$63K – – –
LWANC
317
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K +$56.6K +1,693 +1,992%
BC
318
Belmont Capital
California
$57K +$54.3K +1,625 New
TCWM
319
Total Clarity Wealth Management
Illinois
$52K +$50.1K +1,500 New
JAWM
320
J. Arnold Wealth Management
Ohio
$51K +$49.1K +1,470 New
AAP
321
Arax Advisory Partners
Colorado
$45K +$17.5K +524 +69%
LAS
322
Lloyd Advisory Services
Georgia
$43K +$40.9K +1,224 New
CIAS
323
Capital Investment Advisory Services
North Carolina
$37K -$5.35K -160 -13%
NFG
324
Next Financial Group
Texas
$35K +$5.85K +175 +21%
TIM
325
Tortoise Investment Management
New York
$34K – – –