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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Simplicity Solutions
Minnesota
$360K +$361K +12,141 New
JSL
102
JT Stratford LLC
Georgia
$349K +$11.8K +396 +3%
SFSIG
103
San Francisco Sentry Investment Group
California
$344K
AWM
104
Avior Wealth Management
Nebraska
$344K +$138K +4,635 +67%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$337K +$323K +10,861 +2,130%
FIA
106
Foundations Investment Advisors
Arizona
$311K +$312K +10,492 New
BA
107
BKS Advisors
Michigan
$305K +$306K +10,285 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281K +$282K +9,477 New
OAM
109
Occidental Asset Management
California
$272K +$274K +9,196 New
SMC
110
Smith, Moore & Co
Missouri
$256K +$26.2K +881 +11%
LNC
111
Lincoln National Corp
Pennsylvania
$249K +$30 +1 +0%
FIM
112
Fernwood Investment Management
Massachusetts
$245K +$246K +8,277 New
Stifel Financial
113
Stifel Financial
Missouri
$239K +$35.4K +1,190 +17%
OCM
114
One Capital Management
California
$205K +$206K +6,930 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$154K +$155K +5,204 New
WP
116
WealthShield Partners
North Carolina
$149K +$99.7K +3,348 +200%
LFG
117
LifePlan Financial Group
Ohio
$132K +$38.6K +1,296 +41%
VNA
118
Valley National Advisers
Pennsylvania
$129K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$126K +$126K +4,243 New
WF
120
WealthTrust Fairport
Ohio
$123K +$123K +4,144 New
APA
121
American Portfolios Advisors
New York
$74.5K
APSP
122
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$61.6K +2,070 New
OIA
123
OneDigital Investment Advisors
Kansas
$47K +$43.3K +1,454 +1,163%
JFA
124
JNBA Financial Advisors
Minnesota
$45K +$45.3K +1,521 New
CF
125
Centaurus Financial
California
$43K +$43.5K +1,461 New