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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
101
Smart Money Group
Texas
$1.42M +$1.1M +37,194 +385%
VBFP
102
Valtinson Bruner Financial Planning
Minnesota
$1.36M -$10.5K -357 -0.8%
LI
103
LVZ Inc
Michigan
$1.36M +$246K +8,357 +23%
GWM
104
Geneos Wealth Management
Colorado
$1.36M +$426K +14,466 +48%
AF
105
Advisornet Financial
Minnesota
$1.27M -$159K -5,385 -11%
IB
106
Intrust Bank
Kansas
$1.22M +$135K +4,572 +13%
CB
107
Community Bank
New York
$1.19M +$269K +9,120 +30%
AI
108
Atria Investments
North Carolina
$1.19M -$1.03M -35,033 -47%
AC
109
Alexandria Capital
Virginia
$1.09M +$168K +5,700 +19%
CCM
110
Condor Capital Management
New Jersey
$1.09M +$112K +3,806 +12%
PFM
111
Phillips Financial Management
Indiana
$1.05M -$392K -13,295 -28%
EGA
112
E&G Advisors
Texas
$1.01M +$40.4K +1,369 +4%
RIM
113
Redwood Investment Management
Arizona
$1.01M +$762K +25,866 +343%
ACG
114
Allen Capital Group
Nebraska
$991K +$5.66K +192 +0.6%
RFA
115
Reilly Financial Advisors
California
$991K +$127K +4,298 +15%
MIAN
116
Mariner Independent Advisor Network
Kansas
$982K -$4.45M -150,832 -82%
AWA
117
Arete Wealth Advisors
Illinois
$973K +$170K +5,779 +22%
AWM
118
Avior Wealth Management
Nebraska
$964K +$239K +8,123 +34%
SRSA
119
S.R. Schill & Associates
Washington
$916K +$638K +21,656 +252%
KWM
120
Kingsview Wealth Management
Oregon
$908K
UR
121
USCA RIA
Texas
$880K -$67.9K -2,302 -7%
Stifel Financial
122
Stifel Financial
Missouri
$830K +$37.4K +1,268 +5%
GTAM
123
Global Trust Asset Management
Florida
$828K +$201K +6,815 +33%
CAGAS
124
Capital Advisory Group Advisory Services
Minnesota
$794K +$10.1K +342 +1%
WWM
125
Western Wealth Management
Colorado
$771K -$83.1K -2,819 -10%