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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PFG Advisors
Arizona
$742K +$7.1K +241 +1%
FAIM
127
Financial Advocates Investment Management
Washington
$703K +$266K +9,012 +63%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$667K +$49.2K +1,669 +8%
CWM
129
Cahaba Wealth Management
Georgia
$639K +$2.86K +97 +0.5%
Principal Financial Group
130
Principal Financial Group
Iowa
$605K -$14.6K -495 -2%
ASN
131
Advisory Services Network
Georgia
$595K +$568K +19,266 +4,902%
BA
132
BKS Advisors
Michigan
$593K -$4.16K -141 -0.7%
BSW
133
Buckingham Strategic Wealth
Missouri
$588K +$572K +19,402 New
DWM
134
Doyle Wealth Management
Florida
$571K +$188K +6,386 +53%
PSUF
135
People's United Financial
Connecticut
$520K +$254K +8,620 +101%
FIM
136
Fernwood Investment Management
Massachusetts
$509K +$183K +6,197 +58%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$499K -$94.7K -3,213 -16%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$497K +$484K +16,423 New
NF
139
Nikulski Financial
Iowa
$476K +$97.5K +3,309 +27%
RFC
140
Regions Financial Corp
Alabama
$472K
SCM
141
Stonehearth Capital Management
Massachusetts
$469K
CPA
142
Clear Perspective Advisors
Illinois
$459K -$61.4K -2,083 -12%
PWM
143
Paulson Wealth Management
Illinois
$455K -$989K -33,564 -69%
LNC
144
Lincoln National Corp
Pennsylvania
$437K +$177K +6,018 +72%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$435K -$6.78M -230,084 -94%
HighTower Advisors
146
HighTower Advisors
Illinois
$433K +$36.4K +1,235 +9%
JSL
147
JT Stratford LLC
Georgia
$415K +$26.6K +902 +7%
OIA
148
Optimum Investment Advisors
Illinois
$394K
WP
149
WealthSource Partners
California
$367K -$23.8K -806 -6%
RIA
150
Regal Investment Advisors
Michigan
$362K +$18.8K +638 +6%