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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
526
AlphaMark Advisors
Kentucky
$78K
S
527
SignatureFD
Georgia
$77K -$16.2K -426 -16%
HF
528
Halpern Financial
Virginia
$76K
HWA
529
Heritage Wealth Advisors
Virginia
$75.9K
PB
530
Pinnacle Bancorp
Nebraska
$75K
WAS
531
Winch Advisory Services
Wisconsin
$74K -$36.7K -967 -31%
CMP
532
Coston McIsaac & Partners
Maine
$74K
EC
533
EdgeRock Capital
Colorado
$72K +$79.4K +2,094 New
WFA
534
Wipfli Financial Advisors
Wisconsin
$57K +$62.3K +1,641 New
MAM
535
Meeder Asset Management
Ohio
$57K +$63.2K +1,666 New
AssetMark Inc
536
AssetMark Inc
California
$54K +$15.5K +408 +36%
WWMSC
537
Wagner Wealth Management (South Carolina)
South Carolina
$53K +$341 +9 +0.6%
NL
538
NVWM LLC
Pennsylvania
$50K
TIM
539
Tortoise Investment Management
New York
$41K -$114 -3 -0.3%
ADL
540
Asset Dedication LLC
California
$41K +$5.01K +132 +13%
PI
541
PFS Investments
Georgia
$41K -$36.1M -950,474 -44%
GWS
542
Glassman Wealth Services
Virginia
$34K
LF
543
Lee Financial
Texas
$30K -$1.4K -37 -4%
CAL
544
Capital Analysts LLC
Pennsylvania
$30K
CWC
545
Carolinas Wealth Consulting
North Carolina
$30K
ACK
546
Andrew C. Karlinski
$29K +$32.4K +853 New
LWCFA
547
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
HFM
548
Hartford Financial Management
Connecticut
$27K
HWMA
549
Heritage Wealth Management (Arizona)
Arizona
$26K -$3.95K -104 -12%
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K