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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
201
Creative Financial Designs
Indiana
$87K – – –
RIA
202
Realta Investment Advisors
Delaware
$75K – – –
US Bancorp
203
US Bancorp
Minnesota
$74K +$73.2K +2,379 New
CIAS
204
Capital Investment Advisory Services
North Carolina
$69K +$39.5K +1,284 +142%
CDIA
205
Capital Directions Investment Advisors
Georgia
$68K +$62 +2 +0.1%
APSP
206
Asset Planning Services (Pennsylvania)
Pennsylvania
$67K +$431 +14 +0.7%
FM
207
Family Management
New York
$57K +$56.2K +1,825 New
S
208
SignatureFD
Georgia
$52K -$7.72K -251 -13%
GSWM
209
Golden State Wealth Management
California
$31K – – –
OSNBOA
210
Old Second National Bank of Aurora
Illinois
$31K – – –
TIM
211
Tortoise Investment Management
New York
$30K – – –
SIS
212
Sound Income Strategies
Florida
$26K +$154 +5 +0.6%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$25K -$13.4K -435 -35%
CFGS
214
Concourse Financial Group Securities
Alabama
$25K -$1.42K -46 -5%
JCM
215
Jacobi Capital Management
Pennsylvania
$24K +$1.66K +54 +7%
NFG
216
Next Financial Group
Texas
$23K +$11.8K +384 +111%
AssetMark Inc
217
AssetMark Inc
California
$23K +$22.7K +739 +6,158%
MIM
218
Macroview Investment Management
Maryland
$20K – – –
FGAM
219
Financial Gravity Asset Management
Texas
$16K -$831 -27 -5%
WEC
220
Winslow Evans & Crocker
Massachusetts
$12K -$9.85K -320 -50%
CB
221
CNB Bank
Pennsylvania
$11K +$10.9K +353 New
SCA
222
Stuart Chaussee & Associates
California
$10K +$10K +325 New
CAL
223
Capital Analysts LLC
Pennsylvania
$7K – – –
DWM
224
Destination Wealth Management
California
$7K +$6.65K +216 New
Citigroup
225
Citigroup
New York
$6K – – –