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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
201
Moisand Fitzgerald Tamayo
Florida
$2.27M +$34.5K +873 +2%
IWP
202
IAG Wealth Partners
Wisconsin
$2.26M -$180K -4,551 -7%
FGAM
203
Financial Gravity Asset Management
Texas
$2.24M +$53.5K +1,354 +2%
Goldman Sachs
204
Goldman Sachs
New York
$2.19M -$8.59M -217,241 -80%
AC
205
Alexandria Capital
Virginia
$2.19M +$68.8K +1,740 +3%
VWA
206
Visionary Wealth Advisors
Illinois
$2.12M +$381K +9,624 +22%
FI
207
FormulaFolio Investments
Michigan
$2.11M -$169K -4,272 -7%
LF
208
Lantz Financial
Illinois
$2.07M -$556K -14,067 -21%
PIA
209
Perennial Investment Advisors
California
$2.04M +$49.3K +1,248 +2%
SWP
210
Stratos Wealth Partners
Ohio
$1.95M +$544K +13,762 +39%
C
211
Clearshares
New York
$1.94M +$1.94M +49,134 New
SAM
212
Sequent Asset Management
Texas
$1.92M +$746K +18,878 +64%
OIA
213
OneDigital Investment Advisors
Kansas
$1.8M +$750K +18,973 +72%
HA
214
Harborview Advisors
Maine
$1.78M -$86.8K -2,196 -5%
PWM
215
Peterson Wealth Management
Nevada
$1.78M +$1.78M +44,909 New
1SB
216
1ST Source Bank
Indiana
$1.75M +$69.4K +1,754 +4%
BEI
217
Benjamin Edwards Inc
Missouri
$1.75M -$93.3K -2,359 -5%
IWC
218
Integrated Wealth Concepts
Massachusetts
$1.72M +$1.24M +31,355 +260%
EA
219
Eclectic Associates
California
$1.71M -$10.1K -256 -0.6%
AWM
220
Aprio Wealth Management
Georgia
$1.7M +$1.7M +43,061 New
DA
221
Doliver Advisors
Texas
$1.68M +$1.68M +42,443 New
CAC
222
Certified Advisory Corp
Florida
$1.67M +$80.1K +2,026 +5%
BA
223
Bristlecone Advisors
Washington
$1.66M +$7.55K +191 +0.5%
PMG
224
ProVise Management Group
Florida
$1.63M +$1.63M +41,190 New
AWA
225
Arete Wealth Advisors
Illinois
$1.61M +$195K +4,931 +12%