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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$447K +$66.5K +2,154 +18%
CPA
102
Clear Perspective Advisors
Illinois
$436K +$419K +13,592 +3,267%
HighTower Advisors
103
HighTower Advisors
Illinois
$428K -$3.95K -128 -0.9%
SFP
104
Shepherd Financial Partners
Massachusetts
$415K
AF
105
Arrow Financial
New York
$412K
AWA
106
Arete Wealth Advisors
Illinois
$412K +$19.8K +643 +5%
OIA
107
Optimum Investment Advisors
Illinois
$405K
BA
108
BKS Advisors
Michigan
$392K +$71.4K +2,313 +22%
JSL
109
JT Stratford LLC
Georgia
$391K +$23.8K +770 +7%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$384K +$88K +2,851 +30%
SFSIG
111
San Francisco Sentry Investment Group
California
$363K +$1.79K +58 +0.5%
NF
112
Nikulski Financial
Iowa
$363K +$380K +12,329 New
JMPWA
113
JP Morgan Private Wealth Advisors
California
$341K +$338K +10,968 New
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$340K +$337K +10,935 New
KM
115
Kalos Management
Georgia
$336K -$60.7K -1,966 -15%
FIM
116
Fernwood Investment Management
Massachusetts
$331K +$72.4K +2,345 +28%
SMC
117
Smith, Moore & Co
Missouri
$317K +$48K +1,557 +18%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$286K +$283K +9,186 New
AP
119
Advisor Partners
California
$278K +$276K +8,949 New
LNC
120
Lincoln National Corp
Pennsylvania
$262K
AFP
121
Ausdal Financial Partners
Iowa
$259K -$367K -11,885 -59%
SHIM
122
Stone House Investment Management
Pennsylvania
$240K +$238K +7,707 New
IA
123
IndexIQ Advisors
New York
$228K +$223K +7,233 +6,458%
CIAS
124
Capital Investment Advisory Services
North Carolina
$222K +$221K +7,146 New
SHJ
125
Sharkey, Howes & Javer
Colorado
$220K +$218K +7,080 New