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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Doyle Wealth Management
Florida
$2.61M +$1.21M +42,444 +89%
PPA
127
Parametric Portfolio Associates
Washington
$2.58M -$11.7M -411,333 -82%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$2.53M +$257 +9 +0%
CF
129
Centaurus Financial
California
$2.33M +$256K +8,981 +13%
FFG
130
Fullen Financial Group
Ohio
$2.33M +$2.29M +80,223 New
TW
131
Transform Wealth
Colorado
$2.31M +$394K +13,814 +21%
RFN
132
RDA Financial Network
Iowa
$2.28M -$3.25K -114 -0.1%
ACA
133
Ackerman Capital Advisors
Texas
$2.28M -$3.77M -132,103 -63%
Invesco
134
Invesco
Georgia
$2.25M -$9.49K -333 -0.4%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$2.23M +$424K +14,883 +24%
GIA
136
GHP Investment Advisors
Colorado
$2.22M +$596K +20,909 +38%
FI
137
FormulaFolio Investments
Michigan
$2.18M -$4.12M -144,586 -66%
OAM
138
Occidental Asset Management
California
$2.15M +$118K +4,123 +6%
MFT
139
Moisand Fitzgerald Tamayo
Florida
$2.09M +$28.3K +994 +1%
RMAM
140
Raab & Moskowitz Asset Management
New Jersey
$2.06M -$1.05M -36,786 -34%
RJA
141
Raymond James & Associates
Florida
$2.04M -$449K -15,769 -18%
IWP
142
IAG Wealth Partners
Wisconsin
$2.04M -$359K -12,584 -15%
CC
143
Courier Capital
New York
$2.02M +$1.19M +41,698 +151%
NC
144
NewSquare Capital
Pennsylvania
$1.88M +$81.2K +2,850 +5%
SW
145
SkyOak Wealth
Michigan
$1.87M +$1.01M +35,357 +121%
TAM
146
Tradition Asset Management
Virginia
$1.81M +$137K +4,816 +8%
LF
147
Lantz Financial
Illinois
$1.78M +$227K +7,962 +15%
GWM
148
Geneos Wealth Management
Colorado
$1.72M +$226K +7,937 +15%
TF
149
TRH Financial
Iowa
$1.7M +$1.67M +58,498 New
GM
150
GeoWealth Management
Illinois
$1.69M +$1.35M +47,367 +430%