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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
176
Squar Milner Financial Services
California
$689K -$1.26M -39,438 -60%
SPC
177
Sigma Planning Corp
Michigan
$678K +$288K +9,031 +53%
BSW
178
Buckingham Strategic Wealth
Missouri
$677K +$837K +26,217 New
BF
179
BOK Financial
Oklahoma
$664K +$821K +25,701 New
PA
180
PFG Advisors
Arizona
$648K -$20K -626 -3%
FAIM
181
Financial Advocates Investment Management
Washington
$623K +$110K +3,430 +17%
WWM
182
Western Wealth Management
Colorado
$622K +$3.8K +119 +0.5%
AIS
183
American Investment Services
Massachusetts
$622K +$55.9K +1,750 +8%
CAN
184
Cetera Advisor Networks
California
$622K +$559K +17,495 +265%
VWA
185
Visionary Wealth Advisors
Illinois
$621K +$768K +24,035 New
M&T Bank
186
M&T Bank
New York
$614K +$758K +23,735 New
ISWM
187
Independent Solutions Wealth Management
New York
$609K +$53.9K +1,688 +8%
FIM
188
Fernwood Investment Management
Massachusetts
$594K +$197K +6,169 +37%
DA
189
Detalus Advisors
Missouri
$591K -$2.26M -70,854 -76%
SA
190
Stewardship Advisors
Pennsylvania
$559K -$315K -9,878 -31%
HA
191
Harborview Advisors
Maine
$550K +$680K +21,301 New
FG
192
Fiduciary Group
Georgia
$537K +$325K +10,182 +96%
CAC
193
Certified Advisory Corp
Florida
$532K -$143K -4,489 -18%
SPIA
194
Steward Partners Investment Advisory
New York
$528K -$2.45M -76,617 -79%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$523K -$238K -7,452 -27%
IA
196
IFP Advisors
Florida
$520K -$2.04M -63,753 -76%
CB
197
Community Bank
New York
$503K -$5.43K -170 -0.9%
GTAM
198
Global Trust Asset Management
Florida
$494K -$423K -13,239 -41%
KM
199
Kalos Management
Georgia
$493K -$1.07M -33,380 -66%
TAM
200
Todd Asset Management
Kentucky
$486K +$600K +18,795 New