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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
426
Manchester Financial
California
$3K -$3.62K -100 -58%
RG
427
Retirement Group
California
$3K +$2.96K +82 New
FP
428
Financial Perspectives
Minnesota
$2.01K – – –
RIM
429
Rockbridge Investment Management
New York
$2K – – –
TCOV
430
Trust Company of Vermont
Vermont
$2K +$2.17K +60 New
FCM
431
Firestone Capital Management
Florida
$1K – – –
AA
432
Ancora Advisors
Ohio
$1K +$651 +18 +360%
CWM
433
Connecticut Wealth Management
Connecticut
– -$22.6M -470,964 Closed
GM
434
GeoWealth Management
Illinois
– -$2.23M -64,926 Closed
IAN
435
Integrated Advisors Network
Texas
– -$1.39M -40,320 Closed
LFF
436
Level Four Financial
Texas
– -$1.34M -38,849 Closed
TSS
437
Two Sigma Securities
New York
– -$799K -23,229 Closed
CG
438
Cutler Group
California
– -$821K -22,699 Closed
PP
439
Professional Planning
California
– -$309K -8,989 Closed
CCM
440
Condor Capital Management
New Jersey
– -$243K -7,065 Closed
RIA
441
Regal Investment Advisors
Michigan
– -$237K -6,901 Closed
MA
442
Mutual Advisors
Nebraska
– -$230K -6,680 Closed
DI
443
DFPG Investments
Utah
– -$213K -6,054 Closed
HF
444
Halpern Financial
Virginia
– -$141K -4,092 Closed
AIC
445
Ayalon Insurance Company
Israel
– -$109K -3,170 Closed
SNT
446
Security National Trust
West Virginia
– -$78K -2,276 Closed
NL
447
NVWM LLC
Pennsylvania
– -$64K -1,854 Closed
FCH
448
Freestone Capital Holdings
Washington
– -$56K -1,628 Closed
BWM
449
Baystate Wealth Management
Massachusetts
– -$54K -1,578 Closed
KPCM
450
Kings Point Capital Management
New York
– -$47K -1,364 Closed