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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
176
American Investment Services
Massachusetts
$1.45M +$234K +7,200 +21%
WWM
177
Western Wealth Management
Colorado
$1.45M +$459K +14,139 +50%
Creative Planning
178
Creative Planning
Kansas
$1.4M -$407K -12,516 -23%
KFI
179
Key Financial Inc
Pennsylvania
$1.4M +$247K +7,615 +23%
IAN
180
Integrated Advisors Network
Texas
$1.39M -$146K -4,480 -10%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$1.36M +$1.29M +39,608 New
RCA
182
Rowland Carmichael Advisors
Arizona
$1.36M +$46.6K +1,434 +4%
IA
183
IFP Advisors
Florida
$1.34M +$51.4K +1,582 +4%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.34M +$1.26M +38,924 New
LFF
185
Level Four Financial
Texas
$1.34M +$1.26M +38,849 New
GRP
186
Global Retirement Partners
California
$1.3M +$13.2K +406 +1%
UR
187
USCA RIA
Texas
$1.28M -$3.51K -108 -0.3%
FLPIM
188
F.L. Putnam Investment Management
Massachusetts
$1.25M +$90.2K +2,775 +8%
EGA
189
E&G Advisors
Texas
$1.23M +$14.9K +460 +1%
BA
190
Bridge Advisory
California
$1.22M +$1.16M +35,595 New
SWA
191
Stratos Wealth Advisors
Ohio
$1.22M +$1.15M +35,409 New
HHGC
192
Hunting Hill Global Capital
New York
$1.18M +$1.11M +34,200 New
AWA
193
Arete Wealth Advisors
Illinois
$1.17M +$138K +4,236 +14%
CWM
194
Cedar Wealth Management
California
$1.17M +$71K +2,184 +7%
AF
195
Advisornet Financial
Minnesota
$1.12M -$53.1K -1,633 -5%
RC
196
RegentAtlantic Capital
New Jersey
$1.1M +$1.04M +31,932 New
JSL
197
JT Stratford LLC
Georgia
$959K +$78.5K +2,415 +9%
IHWM
198
Iron Horse Wealth Management
Iowa
$957K +$904K +27,826 New
AF
199
Arrow Financial
New York
$955K +$216K +6,650 +31%
PC
200
Permanens Capital
New York
$941K +$175K +5,397 +25%