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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
176
Colonial River Investments
Virginia
$2.47M +$182K +5,034 +8%
WWM
177
Western Wealth Management
Colorado
$2.41M +$775K +21,422 +51%
AIS
178
American Investment Services
Massachusetts
$2.38M +$744K +20,565 +49%
CFG
179
Cooper Financial Group
California
$2.36M +$140K +3,878 +7%
CWM
180
Collaborative Wealth Management
Florida
$2.35M +$2.03M +56,159 New
TFA
181
Tranquilli Financial Advisor
New Jersey
$2.34M -$511K -14,117 -19%
IWP
182
IAG Wealth Partners
Wisconsin
$2.34M -$93.5K -2,585 -4%
CAM
183
Cozad Asset Management
Illinois
$2.33M +$97.6K +2,700 +5%
FI
184
FormulaFolio Investments
Michigan
$2.3M -$15.4M -425,129 -88%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$2.27M -$51.4K -1,420 -2%
BRWA
186
B. Riley Wealth Advisors
Florida
$2.23M +$1.82M +50,456 +605%
SS
187
Simplicity Solutions
Minnesota
$2.21M -$31.7M -877,075 -94%
TF
188
TRH Financial
Iowa
$2.2M -$108K -3,000 -5%
PWG
189
Private Wealth Group
Florida
$2.14M +$1.34M +36,983 +189%
MFT
190
Moisand Fitzgerald Tamayo
Florida
$2.14M -$484K -13,392 -19%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$2.1M +$1.48M +41,007 +283%
AC
192
Alexandria Capital
Virginia
$2.03M -$112K -3,110 -5%
KFI
193
Key Financial Inc
Pennsylvania
$2.01M +$447K +12,351 +30%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$2M -$19.9K -550 -1%
BCM
195
Brookstone Capital Management
Illinois
$1.91M +$1.82M +50,450 New
PIA
196
Perennial Investment Advisors
California
$1.91M +$1.01M +27,793 +123%
HA
197
Harborview Advisors
Maine
$1.79M +$72.4K +2,002 +4%
BEI
198
Benjamin Edwards Inc
Missouri
$1.77M -$280K -7,740 -14%
ASN
199
Advisory Services Network
Georgia
$1.75M +$891K +24,634 +114%
IA
200
IFP Advisors
Florida
$1.75M +$260K +7,203 +18%