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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFM
301
Lumina Fund Management
New York
$1.29M +$247K +6,000 +24%
LMKC
302
L.M. Kohn & Company
Ohio
$1.28M +$1.27M +30,774 New
KFS
303
Kaizen Financial Strategies
California
$1.28M +$289K +7,010 +30%
FPW
304
Flagship Private Wealth
Massachusetts
$1.27M +$446K +10,815 +55%
LDB
305
Lee, Danner & Bass
Tennessee
$1.21M
GAG
306
Goodman Advisory Group
Massachusetts
$1.2M -$22.9M -555,052 -95%
FIM
307
Fernwood Investment Management
Massachusetts
$1.17M +$98.4K +2,386 +9%
IAN
308
Integrated Advisors Network
Texas
$1.14M +$1.13M +27,301 New
AWM
309
Atticus Wealth Management
Florida
$1.13M +$1.1M +26,758 +6,558%
FAIM
310
Financial Advocates Investment Management
Washington
$1.12M +$139K +3,376 +14%
IHWM
311
Iron Horse Wealth Management
Iowa
$1.11M -$6.48K -157 -0.6%
LBC
312
Lowe Brockenbrough & Co
Virginia
$1.09M -$97.1K -2,355 -8%
CF
313
Clarity Financial
Texas
$1.08M +$1.07M +25,903 New
B
314
Bridgeworth
Alabama
$1.06M +$108K +2,621 +12%
HLOC
315
H.L. Ormond & Company
North Carolina
$1.04M -$3.13K -76 -0.3%
MWC
316
MBM Wealth Consultants
Missouri
$1.04M +$1.03M +24,972 New
PA
317
PFG Advisors
Arizona
$1.04M -$4.04K -98 -0.4%
TF
318
TRH Financial
Iowa
$1.04M -$23.3K -564 -2%
DWM
319
Dakota Wealth Management
Florida
$1.04M +$268K +6,498 +35%
CA
320
Centerpoint Advisors
Massachusetts
$1.03M
AF
321
Advisornet Financial
Minnesota
$1.03M +$56.3K +1,364 +6%
PCIA
322
Prime Capital Investment Advisors
Kansas
$1.03M
BF
323
BOK Financial
Oklahoma
$1.02M +$77.3K +1,875 +8%
TC
324
Trilogy Capital
California
$1.02M +$237K +5,757 +31%
SF
325
Summit Financial
New Jersey
$1.02M +$176K +4,262 +21%