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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
$2.19M -$49K -1,228 -2%
IWP
202
IAG Wealth Partners
Wisconsin
$2.18M -$45.8K -1,146 -2%
BEI
203
Benjamin Edwards Inc
Missouri
$2.17M +$456K +11,423 +26%
IWC
204
Integrated Wealth Concepts
Massachusetts
$2.16M +$477K +11,951 +28%
SWP
205
Stratos Wealth Partners
Ohio
$2.15M +$230K +5,763 +12%
OIA
206
OneDigital Investment Advisors
Kansas
$2.14M +$376K +9,406 +21%
VWA
207
Visionary Wealth Advisors
Illinois
$2.08M -$10.1K -252 -0.5%
Creative Planning
208
Creative Planning
Kansas
$2.07M -$193K -4,830 -8%
ACM
209
Advisors Capital Management
New Jersey
$2.05M +$2.1M +52,550 New
PC
210
Pecaut & Co
Iowa
$2.02M +$1.35M +33,783 +188%
AWA
211
Arete Wealth Advisors
Illinois
$1.97M +$226K +5,658 +13%
C
212
Clearshares
New York
$1.96M +$49K +1,228 +2%
AAS
213
Avantax Advisory Services
Texas
$1.88M +$623K +15,593 +48%
1SB
214
1ST Source Bank
Indiana
$1.87M +$146K +3,645 +8%
BA
215
Bristlecone Advisors
Washington
$1.78M +$150K +3,750 +9%
CAC
216
Certified Advisory Corp
Florida
$1.76M +$112K +2,814 +7%
GRP
217
Global Retirement Partners
California
$1.74M +$201K +5,034 +13%
HA
218
Harborview Advisors
Maine
$1.74M -$16.6K -415 -0.9%
PWM
219
Peterson Wealth Management
Nevada
$1.74M -$14.3K -359 -0.8%
LF
220
Lantz Financial
Illinois
$1.72M -$334K -8,355 -16%
EA
221
Eclectic Associates
California
$1.68M -$6.67K -167 -0.4%
FLPIM
222
F.L. Putnam Investment Management
Massachusetts
$1.58M +$12.9K +324 +0.8%
CAG
223
Csenge Advisory Group
Florida
$1.56M +$1.57M +39,336 New
WWM
224
WJ Wealth Management
Arizona
$1.49M +$111K +2,789 +8%
FTUS
225
Flow Traders U.S.
New York
$1.45M -$5.02M -125,632 -77%