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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KM
151
Kalos Management
Georgia
$306K +$12.7K +431 +4%
PWMG
152
Prestige Wealth Management Group
New Jersey
$306K +$332K +11,282 New
JMPWA
153
JP Morgan Private Wealth Advisors
California
$305K +$7.67K +261 +2%
FIM
154
Fernwood Investment Management
Massachusetts
$288K
SMG
155
Smart Money Group
Texas
$263K +$284K +9,669 New
SFS
156
Sowell Financial Services
Arkansas
$261K +$282K +9,604 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$258K +$9.76K +332 +4%
CA
158
Cetera Advisors
Colorado
$256K -$431K -14,656 -61%
SS
159
Simplicity Solutions
Minnesota
$255K +$277K +9,417 New
MD
160
Money Design
Japan
$251K +$272K +9,250 New
WP
161
WealthShield Partners
North Carolina
$246K +$108K +3,664 +68%
VHAM
162
Van Hulzen Asset Management
California
$237K +$257K +8,735 New
SRSA
163
S.R. Schill & Associates
Washington
$234K +$253K +8,608 New
PSUF
164
People's United Financial
Connecticut
$232K +$251K +8,541 New
LNC
165
Lincoln National Corp
Pennsylvania
$228K
AFP
166
Ausdal Financial Partners
Iowa
$227K +$1.74K +59 +0.7%
SHIM
167
Stone House Investment Management
Pennsylvania
$215K +$6.38K +217 +3%
ICMP
168
Integrated Capital Management (Pennsylvania)
Pennsylvania
$208K +$226K +7,693 New
RIM
169
Redwood Investment Management
Arizona
$205K +$30.3K +1,029 +16%
LFG
170
LifePlan Financial Group
Ohio
$195K +$58.5K +1,989 +38%
SHJ
171
Sharkey, Howes & Javer
Colorado
$192K
RFM
172
Royal Fund Management
Florida
$166K +$180K +6,126 New
FHA
173
Flagship Harbor Advisors
Massachusetts
$157K +$17.6K +600 +12%
William Blair & Company
174
William Blair & Company
Illinois
$147K +$159K +5,400 New
TWA
175
TCI Wealth Advisors
Arizona
$143K +$152K +5,183 +6,820%