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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Realta Investment Advisors
Delaware
$75K
US Bancorp
202
US Bancorp
Minnesota
$74K +$73.2K +2,379 New
CIAS
203
Capital Investment Advisory Services
North Carolina
$69K +$39.5K +1,284 +142%
CDIA
204
Capital Directions Investment Advisors
Georgia
$68K +$62 +2 +0.1%
APSP
205
Asset Planning Services (Pennsylvania)
Pennsylvania
$67K +$431 +14 +0.7%
FM
206
Family Management
New York
$57K +$56.2K +1,825 New
S
207
SignatureFD
Georgia
$52K -$7.72K -251 -13%
GSWM
208
Golden State Wealth Management
California
$31K
OSNBOA
209
Old Second National Bank of Aurora
Illinois
$31K
TIM
210
Tortoise Investment Management
New York
$30K
SIS
211
Sound Income Strategies
Florida
$26K +$154 +5 +0.6%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$25K -$13.4K -435 -35%
CFGS
213
Concourse Financial Group Securities
Alabama
$25K -$1.42K -46 -5%
JCM
214
Jacobi Capital Management
Pennsylvania
$24K +$1.66K +54 +7%
NFG
215
Next Financial Group
Texas
$23K +$11.8K +384 +111%
AssetMark Inc
216
AssetMark Inc
California
$23K +$22.7K +739 +6,158%
MIM
217
Macroview Investment Management
Maryland
$20K
FGAM
218
Financial Gravity Asset Management
Texas
$16K -$831 -27 -5%
WEC
219
Winslow Evans & Crocker
Massachusetts
$12K -$9.85K -320 -50%
CB
220
CNB Bank
Pennsylvania
$11K +$10.9K +353 New
SCA
221
Stuart Chaussee & Associates
California
$10K +$10K +325 New
CAL
222
Capital Analysts LLC
Pennsylvania
$7K
DWM
223
Destination Wealth Management
California
$7K +$6.65K +216 New
Citigroup
224
Citigroup
New York
$6K
ADL
225
Asset Dedication LLC
California
$5K -$17.5K -568 -77%