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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
151
Moisand Fitzgerald Tamayo
Florida
$2.4M -$140K -4,304 -6%
APP
152
Avantax Planning Partners
Iowa
$2.39M -$832K -25,607 -27%
RMAM
153
Raab & Moskowitz Asset Management
New Jersey
$2.35M +$142K +4,355 +7%
NC
154
NewSquare Capital
Pennsylvania
$2.31M – – –
IB
155
Intrust Bank
Kansas
$2.27M -$1.69M -52,068 -44%
GM
156
GeoWealth Management
Illinois
$2.23M -$318K -9,795 -13%
LF
157
Lantz Financial
Illinois
$2.22M +$103K +3,160 +5%
IWP
158
IAG Wealth Partners
Wisconsin
$2.21M -$28.6K -879 -1%
CRI
159
Colonial River Investments
Virginia
$2.15M +$1.96M +60,190 New
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$2.11M -$545K -16,780 -21%
TF
161
TRH Financial
Iowa
$2.1M +$144K +4,422 +8%
CWA
162
Centennial Wealth Advisory
Michigan
$2.07M +$1.96M +60,201 New
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$2.06M +$47.3K +1,456 +2%
CAM
164
Cozad Asset Management
Illinois
$2.03M -$1.64M -50,320 -46%
CFG
165
Cooper Financial Group
California
$2M +$140K +4,301 +8%
BFG
166
Barber Financial Group
Kansas
$2M +$1.28M +39,388 +208%
AC
167
Alexandria Capital
Virginia
$1.95M -$41.5K -1,277 -2%
BEI
168
Benjamin Edwards Inc
Missouri
$1.87M +$130K +4,013 +8%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$1.83M +$461K +14,175 +36%
VWA
170
Visionary Wealth Advisors
Illinois
$1.83M +$219K +6,751 +15%
EA
171
Eclectic Associates
California
$1.57M +$1.48M +45,624 New
M&T Bank
172
M&T Bank
New York
$1.56M +$25.7K +791 +2%
HA
173
Harborview Advisors
Maine
$1.55M -$131K -4,039 -8%
WFA
174
Wells Financial Advisors
Massachusetts
$1.54M +$1.46M +44,792 New
FGAM
175
Financial Gravity Asset Management
Texas
$1.49M +$1.42M +43,582 New