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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$1.84M +$455K +14,234 +25%
MFT
127
Moisand Fitzgerald Tamayo
Florida
$1.84M +$476K +14,892 +26%
OAM
128
Occidental Asset Management
California
$1.81M +$1.02K +32 +0%
PLU
129
Performa Ltd (US)
South Carolina
$1.81M +$2.24M +70,000 New
IMC Chicago
130
IMC Chicago
Illinois
$1.79M +$1.39M +43,485 +169%
CIM
131
Corda Investment Management
Texas
$1.76M -$70.3K -2,201 -3%
TW
132
Transform Wealth
Colorado
$1.71M -$11.2K -352 -0.5%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.6M +$23.6K +738 +1%
NC
134
NewSquare Capital
Pennsylvania
$1.6M +$1.98M +61,960 New
RCAG
135
Rehmann Capital Advisory Group
Michigan
$1.56M +$1.91M +59,837 New
LFAS
136
Level Four Advisory Services
Texas
$1.49M +$1.84M +57,753 New
TAM
137
Tradition Asset Management
Virginia
$1.49M +$136K +4,250 +8%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$1.45M +$6.23K +195 +0.3%
GIA
139
GHP Investment Advisors
Colorado
$1.44M +$922K +28,857 +108%
RIS
140
Retirement Income Solutions
Michigan
$1.42M +$62.6K +1,959 +4%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$1.41M +$1.57M +49,159 +932%
TFA
142
Tobias Financial Advisors
Florida
$1.39M +$248K +7,777 +17%
LF
143
Lantz Financial
Illinois
$1.39M +$376K +11,774 +28%
SWP
144
Stratos Wealth Partners
Ohio
$1.37M +$133K +4,172 +9%
GWM
145
Geneos Wealth Management
Colorado
$1.35M +$42.5K +1,332 +3%
AC
146
Alexandria Capital
Virginia
$1.33M +$284K +8,882 +21%
AI
147
Atria Investments
North Carolina
$1.26M -$3M -93,875 -66%
IAN
148
Integrated Advisors Network
Texas
$1.26M +$425K +13,300 +38%
DWM
149
Doyle Wealth Management
Florida
$1.23M +$321K +10,061 +27%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$1.2M +$1.48M +46,265 New