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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Arete Wealth Advisors
Illinois
$894K -$110K -3,575 -11%
Renaissance Technologies
127
Renaissance Technologies
New York
$891K +$877K +28,500 New
MIAN
128
Mariner Independent Advisor Network
Kansas
$865K -$143K -4,654 -14%
PFM
129
Phillips Financial Management
Indiana
$858K -$218K -7,087 -21%
WWM
130
Western Wealth Management
Colorado
$798K +$923 +30 +0.1%
LF
131
Lantz Financial
Illinois
$788K +$769K +24,998 New
PA
132
PFG Advisors
Arizona
$766K +$7.97K +259 +1%
JFA
133
JNBA Financial Advisors
Minnesota
$707K +$495K +16,099 +248%
MCWS
134
McKinley Carter Wealth Services
West Virginia
$682K -$7.45K -242 -1%
FHC
135
First Heartland Consultants
Missouri
$674K +$663K +21,549 New
FAIM
136
Financial Advocates Investment Management
Washington
$663K -$61.8K -2,009 -9%
CWM
137
Cahaba Wealth Management
Georgia
$663K +$3.38K +110 +0.5%
DWM
138
Doyle Wealth Management
Florida
$652K +$71.8K +2,332 +13%
SFG
139
StrategIQ Financial Group
Indiana
$613K +$388K +12,593 +180%
GG
140
GenWealth Group
New Jersey
$605K +$591K +19,200 New
ASN
141
Advisory Services Network
Georgia
$562K -$51.7K -1,679 -9%
FIM
142
Fernwood Investment Management
Massachusetts
$526K
CPA
143
Clear Perspective Advisors
Illinois
$509K +$34.8K +1,130 +7%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$508K -$5.17K -168 -1%
CGFA
145
Colton Groome Financial Advisors
North Carolina
$508K +$500K +16,236 New
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$490K +$39.5K +1,284 +9%
NF
147
Nikulski Financial
Iowa
$488K -$9.57K -311 -2%
RFC
148
Regions Financial Corp
Alabama
$488K
JSL
149
JT Stratford LLC
Georgia
$483K +$54.2K +1,760 +13%
Principal Financial Group
150
Principal Financial Group
Iowa
$481K -$142K -4,610 -23%