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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
151
Lantz Financial
Illinois
$1.86M -$3.92K -129 -0.2%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$1.78M +$1.29M +42,342 +257%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$1.77M +$36.6K +1,205 +2%
AC
154
Alexandria Capital
Virginia
$1.75M +$171K +5,625 +11%
TF
155
TRH Financial
Iowa
$1.71M -$58.1K -1,912 -3%
CG
156
Cutler Group
California
$1.65M +$1.66M +54,599 New
CFG
157
Cooper Financial Group
California
$1.63M +$296K +9,733 +22%
Creative Planning
158
Creative Planning
Kansas
$1.61M +$119K +3,932 +8%
BEI
159
Benjamin Edwards Inc
Missouri
$1.52M +$513K +16,879 +50%
HA
160
Harborview Advisors
Maine
$1.49M -$7.84K -258 -0.5%
VWA
161
Visionary Wealth Advisors
Illinois
$1.4M +$552K +18,171 +64%
IAN
162
Integrated Advisors Network
Texas
$1.35M -$117K -3,850 -8%
M&T Bank
163
M&T Bank
New York
$1.35M +$315K +10,381 +30%
BA
164
Bristlecone Advisors
Washington
$1.27M -$69.9K -2,300 -5%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$151K +4,974 +15%
RCA
166
Rowland Carmichael Advisors
Arizona
$1.15M
GRP
167
Global Retirement Partners
California
$1.13M +$128K +4,205 +13%
IA
168
IFP Advisors
Florida
$1.13M +$511K +16,832 +82%
UR
169
USCA RIA
Texas
$1.13M -$54.1K -1,781 -5%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$1.12M -$1.07M -35,143 -62%
CCM
171
Condor Capital Management
New Jersey
$1.1M -$138K -4,538 -11%
EGA
172
E&G Advisors
Texas
$1.07M +$31.2K +1,027 +3%
AIS
173
American Investment Services
Massachusetts
$1.06M +$23.4K +769 +2%
SFS
174
Sowell Financial Services
Arkansas
$1.04M +$1.04M +34,283 +20,407%
AF
175
Advisornet Financial
Minnesota
$1.03M -$6.72M -221,192 -87%