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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Cooper Financial Group
California
$325K +$320K +10,160 New
CCP
202
Corient Capital Partners
California
$323K +$20.3K +644 +7%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$319K
MSAM
204
Moloney Securities Asset Management
Missouri
$315K -$1.67M -53,123 -84%
PWM
205
Paulson Wealth Management
Illinois
$314K +$2.87K +91 +0.9%
APP
206
Avantax Planning Partners
Iowa
$310K +$305K +9,690 New
CA
207
Cetera Advisors
Colorado
$309K +$47.3K +1,503 +18%
S
208
SignatureFD
Georgia
$306K +$249K +7,905 +472%
AFP
209
Ausdal Financial Partners
Iowa
$287K -$5.92K -188 -2%
CCFM
210
Clear Creek Financial Management
Washington
$284K +$265K +8,417 New
TC
211
Truvestments Capital
Florida
$276K
SHJ
212
Sharkey, Howes & Javer
Colorado
$270K
ICMP
213
Integrated Capital Management (Pennsylvania)
Pennsylvania
$257K -$94 -3 -0%
QCM
214
Quest Capital Management
Texas
$243K +$239K +7,591 New
LFG
215
LifePlan Financial Group
Ohio
$242K
DI
216
DFPG Investments
Utah
$239K +$243K +7,727 New
OCM
217
One Capital Management
California
$229K +$226K +7,178 New
AA
218
Alesco Advisors
New York
$225K +$5.07K +161 +2%
FI
219
Financial Insights
Washington
$223K +$220K +6,984 New
PP
220
PrairieView Partners
Minnesota
$221K +$218K +6,916 New
WAM
221
Wallington Asset Management
Indiana
$217K +$214K +6,790 New
CFD
222
Creative Financial Designs
Indiana
$205K +$121K +3,855 +140%
PFS
223
Prospera Financial Services
Texas
$201K +$198K +6,277 New
SDAM
224
Shulman DeMeo Asset Management
New York
$201K +$198K +6,289 New
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$41.7K +1,326 +27%