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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
176
Certified Advisory Corp
Florida
$966K +$363K +12,735 +62%
GRP
177
Global Retirement Partners
California
$966K +$872K +30,593 +1,121%
CWM
178
Cedar Wealth Management
California
$960K +$944K +33,133 New
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$958K +$62.8K +2,204 +7%
Citadel Advisors
180
Citadel Advisors
Florida
$937K +$921K +32,329 New
KFI
181
Key Financial Inc
Pennsylvania
$916K +$553K +19,410 +155%
LJAC
182
L.J. Altfest & Co
New York
$883K -$165K -5,784 -16%
22CM
183
20/20 Capital Management
California
$862K -$180K -6,321 -18%
AWA
184
Arete Wealth Advisors
Illinois
$823K -$16.3K -571 -2%
AF
185
Arrow Financial
New York
$821K -$291K -10,220 -27%
VWA
186
Visionary Wealth Advisors
Illinois
$819K +$120K +4,217 +18%
CBFP
187
Cedar Brook Financial Partners
Ohio
$786K +$378K +13,258 +96%
RFA
188
Reilly Financial Advisors
California
$756K -$119K -4,191 -14%
TFA
189
Tobias Financial Advisors
Florida
$741K -$807K -28,305 -53%
FAAS
190
First Allied Advisory Services
California
$735K +$294K +10,318 +69%
CB
191
Community Bank
New York
$734K +$167K +5,875 +30%
CAN
192
Cetera Advisor Networks
California
$730K +$31K +1,087 +5%
SMFS
193
Squar Milner Financial Services
California
$722K -$50.3K -1,766 -7%
QCM
194
Quest Capital Management
Texas
$699K +$223K +7,837 +48%
CA
195
Centerpoint Advisors
Massachusetts
$698K -$3.2M -112,424 -82%
FAIM
196
Financial Advocates Investment Management
Washington
$692K -$5.39K -189 -0.8%
ISWM
197
Independent Solutions Wealth Management
New York
$684K +$1.91K +67 +0.3%
PA
198
PFG Advisors
Arizona
$682K +$3.9K +137 +0.6%
FIM
199
Fernwood Investment Management
Massachusetts
$675K +$8.35K +293 +1%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$673K -$1.05M -36,772 -61%