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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
551
Cullen/Frost Bankers
Texas
$28K
LF
552
Lee Financial
Texas
$27K +$2.39K +58 +10%
HIA
553
Harbor Investment Advisory
Maryland
$26K +$25.8K +625 New
MA
554
MCF Advisors
Kentucky
$25K +$24.2K +587 New
BWM
555
Baystate Wealth Management
Massachusetts
$23K +$15.4K +373 +214%
FAG
556
Fortitude Advisory Group
Washington
$21K
BLC
557
Brown, Lisle/Cummings
Rhode Island
$20.9K +$12.4K +300 +150%
GT
558
Glenmede Trust
Pennsylvania
$18K
TWC
559
TD Waterhouse Canada
Ontario, Canada
$16.8K +$41 +1 +0.3%
WTC
560
WhitTier Trust Company
Nevada
$16K +$15.6K +379 New
T
561
TCWP
Ohio
$16K +$16.1K +390 New
CIAS
562
Capital Investment Advisory Services
North Carolina
$13K -$20K -484 -61%
TWM
563
Tradition Wealth Management
Minnesota
$13K
GWSG
564
GPS Wealth Strategies Group
Colorado
$13K +$10.4K +252 +467%
Citigroup
565
Citigroup
New York
$11K -$2.48K -60 -18%
CAL
566
Capital Advisors Ltd
Ohio
$11K
ACA
567
Aptus Capital Advisors
Alabama
$11K +$2.93K +71 +36%
KPCM
568
Kings Point Capital Management
New York
$10K
FWP
569
FAS Wealth Partners
Kansas
$7K
BFC
570
Bedel Financial Consulting
Indiana
$7K +$41 +1 +0.6%
RIM
571
Rockbridge Investment Management
New York
$5.16K +$1.61K +39 +46%
CWM
572
Curi Wealth Management
North Carolina
$5K
William Blair & Company
573
William Blair & Company
Illinois
$5K
AA
574
AlphaMark Advisors
Kentucky
$5K +$4.74K +115 New
SCA
575
Stonebridge Capital Advisors
Minnesota
$5K +$5.07K +123 New