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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1051
Invera Wealth Advisors
Oregon
– -$256K -4,862 Closed
BAS
1052
Breakthru Advisory Services
Wisconsin
– -$245K -4,784 Closed
HWMC
1053
Heritage Wealth Management (California)
California
– -$221K -4,326 Closed
MSFS
1054
Main Street Financial Solutions
Pennsylvania
– -$219K -4,287 Closed
1WA
1055
180 Wealth Advisors
Washington
– -$218K -4,270 Closed
SF
1056
Synovus Financial
Georgia
– -$218K -4,268 Closed
AC
1057
Avestar Capital
New York
– -$214K -4,177 Closed
QFA
1058
Quantum Financial Advisors
California
– -$214K -4,175 Closed
Simplex Trading
1059
Simplex Trading
Illinois
– -$212K -4,146 Closed
QCM
1060
QRG Capital Management
Illinois
– -$208K -4,075 Closed
WIA
1061
World Investment Advisors
California
– -$201K -3,925 Closed
HCA
1062
Heck Capital Advisors
Wisconsin
– -$178K -3,471 Closed
AIM
1063
Acropolis Investment Management
Missouri
– -$145K -2,831 Closed
TCG
1064
Transcendent Capital Group
Oklahoma
– -$76.5K -1,496 Closed
VWM
1065
Venturi Wealth Management
Texas
– -$67.7K -1,324 Closed
HI
1066
Human Investing
Oregon
– -$65.6K -1,282 Closed
SAM
1067
Synergy Asset Management
Washington
– -$54K -1,021 Closed
FA
1068
Fedenia Advisers
Wisconsin
– -$41.5K -812 Closed
AIA
1069
Angeles Investment Advisors
California
– -$40.9K -800 Closed
VHAM
1070
Van Hulzen Asset Management
California
– -$36.9K -722 Closed
FIA
1071
FPC Investment Advisory
California
– -$23.7K -450 Closed
NWWA
1072
New Wave Wealth Advisors
Arkansas
– -$20.5K -400 Closed
PFG
1073
Putney Financial Group
California
– -$20.5K -400 Closed
HPIA
1074
Hamilton Point Investment Advisors
North Carolina
– -$13.2K -258 Closed
SMAM
1075
Sugar Maple Asset Management
Wisconsin
– -$12.9K -252 Closed