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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Regal Investment Advisors
Michigan
$237K +$224K +6,901 New
EI
302
Ellevest Inc
New York
$235K +$222K +6,825 New
APWA
303
Atlas Private Wealth Advisors
New Jersey
$234K -$4.87K -150 -2%
APA
304
American Portfolios Advisors
New York
$232K -$60.8K -1,871 -22%
MA
305
Mutual Advisors
Nebraska
$230K +$217K +6,680 New
MSAM
306
Moloney Securities Asset Management
Missouri
$224K +$212K +6,522 New
FPW
307
Flagship Private Wealth
Massachusetts
$222K +$212K +6,510 New
SDAM
308
Shulman DeMeo Asset Management
New York
$220K +$208K +6,399 New
GC
309
Grimes & Company
Massachusetts
$220K +$208K +6,402 New
MCWS
310
McKinley Carter Wealth Services
West Virginia
$220K +$208K +6,414 New
DI
311
DFPG Investments
Utah
$213K -$114K -3,502 -37%
BI
312
Berkeley Inc
Idaho
$210K +$198K +6,104 New
ATPW
313
Ashton Thomas Private Wealth
Arizona
$208K +$197K +6,055 New
HVIA
314
Hudson Valley Investment Advisors
New York
$206K +$195K +5,994 New
GKWIM
315
Gerber Kawasaki Wealth & Investment Management
California
$204K +$193K +5,944 New
MMA
316
Miracle Mile Advisors
California
$203K +$192K +5,894 New
AP
317
Advisor Partners
California
$201K -$227K -6,991 -54%
WEC
318
Winslow Evans & Crocker
Massachusetts
$197K +$130K +4,015 +234%
CFD
319
Creative Financial Designs
Indiana
$181K -$7.12K -219 -4%
LAS
320
Lloyd Advisory Services
Georgia
$173K +$23.7K +729 +17%
Citigroup
321
Citigroup
New York
$156K -$5.07K -156 -3%
BA
322
Ballast Advisors
Minnesota
$155K -$1.24K -38 -0.8%
VNA
323
Valley National Advisers
Pennsylvania
$150K – – –
OSNBOA
324
Old Second National Bank of Aurora
Illinois
$150K +$11.9K +365 +9%
HF
325
Halpern Financial
Virginia
$141K – – –