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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCP
401
Kera Capital Partners
California
$3.62M -$8.5K -142 -0.2%
AAP
402
Arax Advisory Partners
Colorado
$3.58M +$3.04M +50,828 +636%
AIS
403
American Investment Services
Massachusetts
$3.54M -$24.5K -410 -0.7%
VAG
404
VisionPoint Advisory Group
Texas
$3.51M +$947K +15,822 +38%
PA
405
PSI Advisors
Florida
$3.45M +$68.1K +1,138 +2%
D.E. Shaw & Co
406
D.E. Shaw & Co
New York
$3.44M +$3.39M +56,621 New
AWP
407
Axis Wealth Partners
Rhode Island
$3.44M +$93.5K +1,563 +3%
PWM
408
Perigon Wealth Management
California
$3.4M +$98K +1,638 +3%
SA
409
Sovran Advisors
California
$3.37M -$185K -3,087 -5%
TDWM
410
Topel & Distasi Wealth Management
California
$3.31M – – –
KFGK
411
Keystone Financial Group (Kentucky)
Kentucky
$3.27M -$598 -10 -0%
US Bancorp
412
US Bancorp
Minnesota
$3.25M -$152K -2,541 -5%
GFPC
413
Global Financial Private Client
Florida
$3.24M -$3.29K -55 -0.1%
KFP
414
Keener Financial Planning
Texas
$3.23M -$402K -6,725 -11%
DFG
415
Demars Financial Group
Washington
$3.23M +$109K +1,813 +4%
AIM
416
Advyzon Investment Management
Illinois
$3.22M -$166K -2,770 -5%
BMWS
417
Brady Martz Wealth Solutions
North Dakota
$3.22M -$598 -10 -0%
ACA
418
Affinity Capital Advisors
California
$3.21M -$2.69K -45 -0.1%
PWM
419
Partnership Wealth Management
Maryland
$3.2M -$174K -2,913 -5%
NG
420
Norden Group
Utah
$3.17M +$247K +4,122 +9%
KOC
421
Koss-Olinger Consulting
Florida
$3.15M -$3.97M -66,320 -56%
CWM
422
Copia Wealth Management
Oregon
$3.14M -$91.2K -1,523 -3%
TFCP
423
Twin Focus Capital Partners
Massachusetts
$3.13M +$1.29M +21,560 +72%
RMAM
424
Raab & Moskowitz Asset Management
New Jersey
$3.13M -$146K -2,443 -5%
WWA
425
WCG Wealth Advisors
Nevada
$3.11M -$547K -9,146 -15%