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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
526
Gradient Investments
Minnesota
$85K -$49.1K -1,295 -35%
TFGT
527
TS Financial Group (TSFG)
Illinois
$84K +$266 +7 +0.3%
TWC
528
TD Waterhouse Canada
Ontario, Canada
$80.9K +$76 +2 +0.1%
AA
529
AlphaMark Advisors
Kentucky
$78K – – –
S
530
SignatureFD
Georgia
$77K -$16.2K -426 -16%
HF
531
Halpern Financial
Virginia
$76K – – –
HWA
532
Heritage Wealth Advisors
Virginia
$75.9K – – –
PB
533
Pinnacle Bancorp
Nebraska
$75K – – –
WAS
534
Winch Advisory Services
Wisconsin
$74K -$36.7K -967 -31%
CMP
535
Coston McIsaac & Partners
Maine
$74K – – –
EC
536
EdgeRock Capital
Colorado
$72K +$79.4K +2,094 New
WFA
537
Wipfli Financial Advisors
Wisconsin
$57K +$62.3K +1,641 New
MAM
538
Meeder Asset Management
Ohio
$57K +$63.2K +1,666 New
AssetMark Inc
539
AssetMark Inc
California
$54K +$15.5K +408 +36%
WWMSC
540
Wagner Wealth Management (South Carolina)
South Carolina
$53K +$341 +9 +0.6%
NL
541
NVWM LLC
Pennsylvania
$50K – – –
TIM
542
Tortoise Investment Management
New York
$41K -$114 -3 -0.3%
ADL
543
Asset Dedication LLC
California
$41K +$5.01K +132 +13%
GWS
544
Glassman Wealth Services
Virginia
$34K – – –
LF
545
Lee Financial
Texas
$30K -$1.4K -37 -4%
CAL
546
Capital Analysts LLC
Pennsylvania
$30K – – –
CWC
547
Carolinas Wealth Consulting
North Carolina
$30K – – –
ACK
548
Andrew C. Karlinski
$29K +$32.4K +853 New
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
HFM
550
Hartford Financial Management
Connecticut
$27K – – –