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State Street SPDR S&P 1500 Value Tilt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$415K +$424K +2,873 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$380K +$30.8K +209 +9%
Dynamic Advisor Solutions
28
Dynamic Advisor Solutions
Arizona
$355K +$122K +828 +51%
Raymond James Financial Services Advisors
29
Raymond James Financial Services Advisors
Florida
$328K +$334K +2,269 New
VC
30
Veracity Capital
Georgia
$292K +$37.7K +256 +15%
Lincoln National Corp
31
Lincoln National Corp
Pennsylvania
$267K +$272K +1,848 New
PFA
32
Professional Financial Advisors
Nebraska
$241K +$884 +6 +0.4%
APA
33
American Portfolios Advisors
New York
$105K +$60.9K +413 +132%
US Bancorp
34
US Bancorp
Minnesota
$74K – – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
Geneos Wealth Management
36
Geneos Wealth Management
Colorado
$13K – – –
Benjamin F. Edwards & Company
37
Benjamin F. Edwards & Company
Missouri
$7K +$1.18K +8 +19%
BlackRock
38
BlackRock
New York
$2K – – –
Stratos Wealth Partners
39
Stratos Wealth Partners
Ohio
– -$1.92M -13,102 Closed
SCM
40
Southport Capital Management
Tennessee
– -$1.33M -9,068 Closed
Goldman Sachs
41
Goldman Sachs
New York
– -$1.03M -7,038 Closed
WP
42
WealthShield Partners
North Carolina
– -$938K -6,406 Closed
FPW
43
Flagship Private Wealth
Massachusetts
– -$156K -1,064 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$5K -35 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
– -$1.33K -9 -90%