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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
151
E&G Advisors
Texas
$1.05M -$2.11K -67 -0.2%
CPA
152
Clear Perspective Advisors
Illinois
$1.02M +$499K +15,858 +97%
FI
153
FormulaFolio Investments
Michigan
$993K +$978K +31,080 New
CBFP
154
Cedar Brook Financial Partners
Ohio
$985K +$970K +30,812 New
BTS
155
BB&T Securities
Virginia
$896K -$59.4K -1,886 -6%
DWM
156
Doyle Wealth Management
Florida
$890K +$221K +7,005 +34%
SAM
157
SignalPoint Asset Management
Missouri
$875K +$862K +27,378 New
AWA
158
Arete Wealth Advisors
Illinois
$857K -$55.2K -1,752 -6%
WWM
159
Western Wealth Management
Colorado
$774K -$40.5K -1,287 -5%
PA
160
PFG Advisors
Arizona
$749K +$5.16K +164 +0.7%
CAC
161
Certified Advisory Corp
Florida
$739K +$516K +16,388 +243%
GIA
162
GHP Investment Advisors
Colorado
$706K +$332K +10,562 +92%
PFM
163
Phillips Financial Management
Indiana
$697K -$171K -5,421 -20%
GSIS
164
Global Strategic Investment Solutions
Arizona
$694K +$684K +21,730 New
MIAN
165
Mariner Independent Advisor Network
Kansas
$672K -$198K -6,275 -23%
FAIM
166
Financial Advocates Investment Management
Washington
$653K -$24.4K -775 -4%
Renaissance Technologies
167
Renaissance Technologies
New York
$626K -$280K -8,900 -31%
SMFS
168
Squar Milner Financial Services
California
$621K -$1.4M -44,460 -68%
CWM
169
Cahaba Wealth Management
Georgia
$603K -$73.6K -2,339 -11%
US Bancorp
170
US Bancorp
Minnesota
$602K +$518K +16,466 +692%
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$568K +$560K +17,779 New
ASN
172
Advisory Services Network
Georgia
$562K
CGFA
173
Colton Groome Financial Advisors
North Carolina
$542K -$5.19K -165 -1%
BCM
174
Brookstone Capital Management
Illinois
$540K +$99K +3,144 +23%
FIM
175
Fernwood Investment Management
Massachusetts
$538K