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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
201
Laurel Wealth Advisors (California)
California
$673K -$275K -9,660 -29%
SPC
202
Sigma Planning Corp
Michigan
$642K -$115K -4,051 -15%
WWM
203
Western Wealth Management
Colorado
$602K -$95.5K -3,349 -14%
CFGS
204
Concourse Financial Group Securities
Alabama
$599K +$459K +16,108 +354%
IA
205
IFP Advisors
Florida
$590K +$27.7K +972 +5%
Deutsche Bank
206
Deutsche Bank
Germany
$567K +$557K +19,555 New
FG
207
Fiduciary Group
Georgia
$549K -$52.2K -1,832 -9%
KM
208
Kalos Management
Georgia
$531K -$12.1K -425 -2%
HWM
209
Howard Wealth Management
Connecticut
$505K +$41.1K +1,442 +9%
Franklin Resources
210
Franklin Resources
California
$502K -$299K -10,491 -39%
DA
211
Detalus Advisors
Missouri
$501K -$159K -5,582 -24%
TSS
212
Two Sigma Securities
New York
$481K +$473K +16,592 New
LNC
213
Lincoln National Corp
Pennsylvania
$480K +$61.2K +2,146 +15%
Bank of New York Mellon
214
Bank of New York Mellon
New York
$477K -$37.3K -1,307 -7%
MIAS
215
Mason Investment Advisory Services
Virginia
$474K -$1.95M -68,355 -81%
ASN
216
Advisory Services Network
Georgia
$470K +$270K +9,480 +140%
WP
217
WealthPLAN Partners
Nebraska
$467K
PFM
218
Phillips Financial Management
Indiana
$455K -$41.8K -1,467 -9%
MAWCM
219
Mine & Arao Wealth Creation & Management
California
$455K +$941 +33 +0.2%
FNBOO
220
First National Bank of Omaha
Nebraska
$453K
RFC
221
Regions Financial Corp
Alabama
$452K
SPIA
222
Steward Partners Investment Advisory
New York
$447K -$143K -5,004 -24%
EE
223
EWG Elevate
California
$445K
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$428K +$393K +13,779 +1,378%
FWM
225
Focused Wealth Management
New York
$425K -$29.6M -1,038,663 -99%