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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
151
Bank of New York Mellon
New York
$480K -$35.1K -1,140 -7%
SCM
152
Stonehearth Capital Management
Massachusetts
$479K -$6.03K -196 -1%
LNC
153
Lincoln National Corp
Pennsylvania
$451K
KM
154
Kalos Management
Georgia
$437K +$196K +6,384 +71%
BCM
155
Brookstone Capital Management
Illinois
$430K +$190K +6,161 +81%
ONB
156
Old National Bancorp
Indiana
$428K +$421K +13,669 New
CC
157
Courier Capital
New York
$426K +$165K +5,371 +65%
OIA
158
Optimum Investment Advisors
Illinois
$407K
AIS
159
American Investment Services
Massachusetts
$393K +$112K +3,653 +41%
VHAM
160
Van Hulzen Asset Management
California
$374K +$88.5K +2,876 +32%
RIA
161
Regal Investment Advisors
Michigan
$371K -$2.8K -91 -0.8%
SFSIG
162
San Francisco Sentry Investment Group
California
$370K +$1.63K +53 +0.5%
GIA
163
GHP Investment Advisors
Colorado
$361K +$141K +4,596 +66%
SPC
164
Sigma Planning Corp
Michigan
$357K -$10.6K -344 -3%
DAS
165
Dynamic Advisor Solutions
Arizona
$357K +$351K +11,409 New
JMPWA
166
JP Morgan Private Wealth Advisors
California
$356K +$3.23K +105 +0.9%
PWMG
167
Prestige Wealth Management Group
New Jersey
$342K -$19.5K -634 -5%
CAM
168
Concorde Asset Management
Michigan
$333K -$739 -24 -0.2%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$319K
PWM
170
Paulson Wealth Management
Illinois
$311K -$163K -5,293 -35%
AIC
171
Ameritas Investment Company
Nebraska
$310K -$1.87M -60,874 -86%
AWM
172
AE Wealth Management
Kansas
$297K +$292K +9,484 New
CCP
173
Corient Capital Partners
California
$296K
AFP
174
Ausdal Financial Partners
Iowa
$295K +$246 +8 +0.1%
TC
175
Truvestments Capital
Florida
$270K +$58.6K +1,905 +28%