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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Centerpoint Advisors
Massachusetts
$916K
Citadel Advisors
202
Citadel Advisors
Florida
$900K -$131K -4,031 -13%
SPC
203
Sigma Planning Corp
Michigan
$898K +$109K +3,352 +15%
QCM
204
Quest Capital Management
Texas
$891K +$16.2K +499 +2%
TFA
205
Tobias Financial Advisors
Florida
$865K +$40.1K +1,235 +5%
PA
206
PFG Advisors
Arizona
$860K +$53.8K +1,656 +7%
GL
207
Graypoint LLC
New York
$847K
CSPAM
208
Cary Street Partners Asset Management
Virginia
$847K +$801K +24,640 New
CB
209
Community Bank
New York
$842K -$23.6K -725 -3%
FAIM
210
Financial Advocates Investment Management
Washington
$840K -$2.18K -67 -0.3%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$827K -$203K -6,245 -29%
FIM
212
Fernwood Investment Management
Massachusetts
$815K +$5.75K +177 +0.8%
TSS
213
Two Sigma Securities
New York
$799K +$755K +23,229 New
CG
214
Cutler Group
California
$780K -$1.04M -31,900 -58%
CWP
215
Concord Wealth Partners
Virginia
$778K +$735K +22,630 New
PIA
216
Perennial Investment Advisors
California
$774K +$732K +22,515 New
ISWM
217
Independent Solutions Wealth Management
New York
$772K -$39.5K -1,216 -5%
LJAC
218
L.J. Altfest & Co
New York
$765K -$74.1K -2,279 -9%
CWM
219
Cornerstone Wealth Management
Missouri
$757K +$431K +13,278 +152%
HWM
220
Howard Wealth Management
Connecticut
$756K +$161K +4,941 +29%
ASN
221
Advisory Services Network
Georgia
$742K +$169K +5,204 +32%
OWA
222
Opal Wealth Advisors
New York
$741K +$700K +21,554 New
RFA
223
Reilly Financial Advisors
California
$737K +$7.99K +246 +1%
JFS
224
JD Financial Services
Pennsylvania
$723K +$684K +21,038 New
SFS
225
Sowell Financial Services
Arkansas
$710K -$449K -13,811 -40%