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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
326
Compass Financial Advisors
Indiana
$974K +$141K +3,563 +16%
FAIM
327
Financial Advocates Investment Management
Washington
$959K -$31.3K -791 -3%
MWC
328
MBM Wealth Consultants
Missouri
$951K +$34.5K +870 +3%
IHWM
329
Iron Horse Wealth Management
Iowa
$933K -$50.1K -1,266 -5%
CFGS
330
Concourse Financial Group Securities
Alabama
$929K +$87.3K +2,204 +10%
AF
331
Advisornet Financial
Minnesota
$919K +$9.19K +232 +0.9%
SL
332
Salomon & Ludwin
Virginia
$917K +$78.5K +1,981 +9%
PA
333
PFG Advisors
Arizona
$900K -$18.8K -475 -2%
SPWM
334
Schrum Private Wealth Management
Florida
$893K +$136K +3,446 +17%
CWMGP
335
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$873K +$37.3K +943 +4%
LBC
336
Lowe Brockenbrough & Co
Virginia
$868K -$103K -2,603 -10%
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$864K -$1.19M -30,026 -56%
GWSG
338
GPS Wealth Strategies Group
Colorado
$860K +$913K +23,054 +7,534%
1IA
339
1834 Investment Advisors
Wisconsin
$851K +$916K +23,126 New
Manulife (Manufacturers Life Insurance)
340
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$846K
SF
341
Summit Financial
New Jersey
$838K -$62.9K -1,589 -7%
GL
342
Graypoint LLC
New York
$836K
WA
343
Wambolt & Associates
Colorado
$824K +$107K +2,712 +14%
PC
344
Permanens Capital
New York
$803K +$172K +4,345 +25%
DA
345
Doliver Advisors
Texas
$778K -$409K -10,339 -33%
CA
346
Centerpoint Advisors
Massachusetts
$776K -$147K -3,711 -15%
EI
347
Ellevest Inc
New York
$752K +$7.49K +189 +0.9%
BF
348
BOK Financial
Oklahoma
$749K -$165K -4,169 -17%
TSS
349
Two Sigma Securities
New York
$732K +$788K +19,888 New
MAG
350
MRA Advisory Group
New Jersey
$719K +$107K +2,711 +16%