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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
176
Bank of New York Mellon
New York
$537K +$45.8K +1,455 +9%
LNC
177
Lincoln National Corp
Pennsylvania
$530K +$67.6K +2,146 +15%
RFC
178
Regions Financial Corp
Alabama
$499K
Principal Financial Group
179
Principal Financial Group
Iowa
$497K +$5.45K +173 +1%
SFS
180
Sowell Financial Services
Arkansas
$491K +$484K +15,359 New
NF
181
Nikulski Financial
Iowa
$486K -$5.26K -167 -1%
SCM
182
Stonehearth Capital Management
Massachusetts
$486K -$3.12K -99 -0.6%
Creative Planning
183
Creative Planning
Kansas
$481K +$474K +15,056 New
AIS
184
American Investment Services
Massachusetts
$476K +$73K +2,320 +18%
SPC
185
Sigma Planning Corp
Michigan
$476K +$110K +3,480 +30%
DAS
186
Dynamic Advisor Solutions
Arizona
$470K +$104K +3,293 +29%
BA
187
Bristlecone Advisors
Washington
$467K +$460K +14,600 New
CC
188
Courier Capital
New York
$466K +$42.3K +1,344 +10%
LWAC
189
Laurel Wealth Advisors (California)
California
$457K +$450K +14,286 New
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$421K -$988K -31,394 -70%
OIA
191
Optimum Investment Advisors
Illinois
$415K
VHAM
192
Van Hulzen Asset Management
California
$409K +$26.6K +845 +7%
BWP
193
Bernardo Wealth Planning
Pennsylvania
$403K +$397K +12,619 New
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$392K -$125K -3,979 -24%
ACP
195
Aveo Capital Partners
Colorado
$380K +$357K +11,340 New
SFSIG
196
San Francisco Sentry Investment Group
California
$379K +$1.57K +50 +0.4%
JMPWA
197
JP Morgan Private Wealth Advisors
California
$366K +$1.86K +59 +0.5%
PWMG
198
Prestige Wealth Management Group
New Jersey
$361K +$11K +348 +3%
AIC
199
Ameritas Investment Company
Nebraska
$354K +$34.3K +1,091 +11%
WP
200
WealthShield Partners
North Carolina
$337K +$102K +3,242 +44%