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State Street SPDR S&P 1500 Value Tilt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$71.5K – – –
UBS Group
102
UBS Group
Switzerland
$71K +$56.4K +243 +442%
BlackRock
103
BlackRock
New York
$70.5K – – –
CFD
104
Creative Financial Designs
Indiana
$50K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$37.6K – – –
PFBT
106
Parkside Financial Bank & Trust
Missouri
$33.1K +$232 +1 +0.7%
PS
107
Planning Strategies
Pennsylvania
$31.1K +$30.4K +131 New
HIA
108
Harbor Investment Advisory
Maryland
$31K – – –
GWM
109
Geneos Wealth Management
Colorado
$22.6K – – –
EWP
110
Elevation Wealth Partners
California
$17.9K – – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$16.9K +$16.5K +71 New
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$16.2K -$9.29K -40 -37%
OFG
113
Oxford Financial Group
Indiana
$13.7K – – –
Russell Investments Group
114
Russell Investments Group
United Kingdom
$13.4K -$34.4K -148 -73%
Wells Fargo
115
Wells Fargo
California
$11.2K -$149K -643 -93%
AssetMark Inc
116
AssetMark Inc
California
$8.57K – – –
US Bancorp
117
US Bancorp
Minnesota
$7.38K -$4.64K -20 -39%
KCM
118
Key Capital Management
Tennessee
$3.92K – – –
TWC
119
TD Waterhouse Canada
Ontario, Canada
$1.43K – – –
IAA
120
Independent Advisor Alliance
North Carolina
– -$1.64M -7,621 Closed
EAP
121
Elevation Advisory Partners
Florida
– -$509K -2,330 Closed
AWM
122
AE Wealth Management
Kansas
– -$32.2K -150 Closed
SIS
123
Sound Income Strategies
Florida
– -$24.7K -114 Closed