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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
326
Lido Advisors
California
$4.75M -$122K -2,442 -3%
PTC
327
Private Trust Company
Ohio
$4.68M -$707K -14,142 -14%
CWA
328
Clarus Wealth Advisors
Arizona
$4.67M +$87.1K +1,743 +2%
PFG
329
Pacific Financial Group
Washington
$4.59M +$10.5K +210 +0.2%
CFG
330
Citizens Financial Group
Rhode Island
$4.46M +$4.3K +86 +0.1%
RBWA
331
RFG - Bristol Wealth Advisors
Massachusetts
$4.46M +$662K +13,239 +18%
IA
332
Inspire Advisors
Idaho
$4.45M +$671K +13,431 +19%
SHJ
333
Sharkey, Howes & Javer
Colorado
$4.43M +$352K +7,051 +9%
P
334
&Partners
Tennessee
$4.37M +$2.71M +54,262 +185%
GSWM
335
Golden State Wealth Management
California
$4.25M -$43.7K -875 -1%
SL
336
Salomon & Ludwin
Virginia
$4.2M +$442K +8,838 +13%
MCM
337
MidAtlantic Capital Management
Virginia
$4.19M
JWCA
338
J.W. Cole Advisors
Florida
$4.16M +$525K +10,500 +15%
UAG
339
United Advisor Group
Ohio
$4.15M +$1.38M +27,582 +53%
IA
340
Integrity Alliance
Iowa
$4.14M -$3.16M -63,201 -44%
RFS
341
Retirement Financial Solutions
Tennessee
$4.13M +$860K +17,211 +28%
PIFP
342
Partners in Financial Planning
Virginia
$4.07M +$1.53M +30,605 +65%
TFA
343
Tranquilli Financial Advisor
New Jersey
$4.04M -$1.53M -30,701 -28%
TSWM
344
Tyler-Stone Wealth Management
Ohio
$3.94M -$60.2K -1,205 -2%
PA
345
PFG Advisors
Arizona
$3.91M +$1.98M +39,667 +114%
AMM
346
American Money Management
California
$3.89M -$55.1K -1,102 -1%
CWM
347
Copia Wealth Management
Oregon
$3.86M -$4.5K -90 -0.1%
IJWM
348
Inman Jager Wealth Management
Mississippi
$3.82M +$660K +13,197 +22%
AAS
349
Ameritas Advisory Services
Nebraska
$3.79M -$1.33M -26,686 -27%
KFP
350
Keener Financial Planning
Texas
$3.78M +$244K +4,874 +7%