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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Paulson Wealth Management
Illinois
$1.44M -$1.57K -51 -0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.42M +$255K +8,311 +21%
SI
53
Stephens Inc
Arkansas
$1.4M +$1.46M +47,667 New
AI
54
Atria Investments
North Carolina
$1.37M +$1.43M +46,703 New
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$1.34M +$1.13M +36,861 +416%
WP
56
WealthSource Partners
California
$1.34M +$1.4M +45,570 New
PFM
57
Phillips Financial Management
Indiana
$1.32M +$1.02M +33,322 +273%
PAG
58
Private Advisor Group
New Jersey
$1.31M +$1M +32,699 +274%
AF
59
Advisornet Financial
Minnesota
$1.19M +$1.11M +36,093 +821%
MFT
60
Moisand Fitzgerald Tamayo
Florida
$1.1M +$1.15M +37,430 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.09M +$234K +7,633 +26%
AIS
62
American Investment Services
Massachusetts
$1.06M +$1.1M +35,922 New
RMAM
63
Raab & Moskowitz Asset Management
New Jersey
$963K +$434K +14,136 +76%
MAS
64
Managed Account Services
Florida
$941K +$438K +14,265 +80%
TRCT
65
Tower Research Capital (TRC)
New York
$927K +$968K +31,531 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$925K -$69.9K -2,278 -7%
XS
67
XR Securities
Illinois
$895K -$1.35M -44,121 -59%
CA
68
Cetera Advisors
Colorado
$864K +$696K +22,665 +334%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$844K +$21.5K +700 +2%
RFA
70
Reilly Financial Advisors
California
$843K +$172K +5,613 +24%
MML Investors Services
71
MML Investors Services
Massachusetts
$842K +$179K +5,833 +26%
SMFS
72
Squar Milner Financial Services
California
$773K +$417K +13,575 +107%
CB
73
Community Bank
New York
$756K +$790K +25,730 New
F
74
F3Logic
Minnesota
$697K +$725K +23,604 New
LI
75
LVZ Inc
Michigan
$685K +$715K +23,286 New