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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$1.75M +$260K +7,203 +18%
Creative Planning
202
Creative Planning
Kansas
$1.75M +$194K +5,366 +13%
MCC
203
Money Concepts Capital
Florida
$1.73M -$4.15M -114,667 -72%
VWA
204
Visionary Wealth Advisors
Illinois
$1.67M -$332K -9,169 -17%
EA
205
Eclectic Associates
California
$1.65M -$79.6K -2,200 -5%
1SB
206
1ST Source Bank
Indiana
$1.61M +$1.1M +30,549 +253%
BA
207
Bristlecone Advisors
Washington
$1.58M -$21K -580 -1%
CAC
208
Certified Advisory Corp
Florida
$1.52M +$1.46M +40,248 New
AWA
209
Arete Wealth Advisors
Illinois
$1.51M +$207K +5,734 +17%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.5M -$6.58K -182 -0.5%
FLPIM
211
F.L. Putnam Investment Management
Massachusetts
$1.45M +$62.9K +1,740 +5%
HI
212
Harbour Investments
Wisconsin
$1.4M +$1.33M +36,816 New
UR
213
USCA RIA
Texas
$1.39M -$26K -718 -2%
EGA
214
E&G Advisors
Texas
$1.36M -$362 -10 -0%
EWA
215
Encompass Wealth Advisors
Oregon
$1.36M +$1.24M +34,225 New
SWP
216
Stratos Wealth Partners
Ohio
$1.35M +$892K +24,680 +228%
SWM
217
Spire Wealth Management
Virginia
$1.28M +$3.71M +102,640 New
AF
218
Advisornet Financial
Minnesota
$1.27M +$29.7K +821 +3%
CSPAM
219
Cary Street Partners Asset Management
Virginia
$1.21M +$260K +7,199 +29%
CWM
220
Cedar Wealth Management
California
$1.2M -$86.9K -2,404 -7%
LWAC
221
Laurel Wealth Advisors (California)
California
$1.19M +$456K +12,597 +67%
GRP
222
Global Retirement Partners
California
$1.19M -$240K -6,640 -18%
WWM
223
WJ Wealth Management
Arizona
$1.16M +$1.11M +30,700 New
RCAG
224
Rehmann Capital Advisory Group
Michigan
$1.15M +$348K +9,630 +47%
LDB
225
Lee, Danner & Bass
Tennessee
$1.14M +$1.09M +30,125 New