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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Valmark Advisers
1
Valmark Advisers
Ohio
USD 254 M +USD 144 M +4,840,774 +130%
Horizon Investments
2
Horizon Investments
North Carolina
USD 43.2 M -USD 68.7 M -2,308,806 -61%
Ford Financial Group
3
Ford Financial Group
California
USD 40 M +USD 14.2 M +477,658 +61%
Brinker Capital Investments
4
Brinker Capital Investments
Pennsylvania
USD 38.9 M +USD 2.85 M +95,675 +8%
Bank of America
5
Bank of America
North Carolina
USD 36.4 M +USD 3.64 M +122,234 +11%
LPL Financial
6
LPL Financial
California
USD 29.7 M +USD 3.59 M +120,651 +14%
Morgan Stanley
7
Morgan Stanley
New York
USD 27.7 M +USD 8.63 M +289,812 +45%
Inspirion Wealth Advisors
8
Inspirion Wealth Advisors
Illinois
USD 23.4 M +USD 853 k +28,643 +4%
Focused Wealth Management
9
Focused Wealth Management
New York
USD 22.3 M -USD 2.96 M -99,434 -12%
Lutz Financial Services
10
Lutz Financial Services
Nebraska
USD 19 M +USD 2.87 M +96,519 +18%
PFS Investments
11
PFS Investments
Georgia
USD 16.9 M -USD 5.14 M -172,539 -24%
Advisory Alpha
12
Advisory Alpha
Michigan
USD 16.6 M +USD 16.2 M +545,386 Nuevas
Nottingham Advisors
13
Nottingham Advisors
New York
USD 14.3 M +USD 422 k +14,174 +3%
AlphaStar Capital Management
14
AlphaStar Capital Management
North Carolina
USD 14.2 M +USD 6.59 M +221,274 +86%
Kays Financial Advisory
15
Kays Financial Advisory
Georgia
USD 10.8 M +USD 10.9 M +364,684 Nuevas
Jackson Wealth Management
16
Jackson Wealth Management
Florida
USD 10.1 M +USD 565 k +18,974 +6%
Ladenburg Thalmann Financial Services
17
Ladenburg Thalmann Financial Services
Florida
USD 9.9 M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 9.05 M +USD 440 k +14,765 +5%
WrapManager Inc
19
WrapManager Inc
California
USD 7.79 M +USD 850 k +28,561 +12%
Suntrust Banks
20
Suntrust Banks
Georgia
USD 7.75 M +USD 53 k +1,782 +3%
Altium Wealth Management
21
Altium Wealth Management
New York
USD 7.25 M +USD 1.93 M +64,809 +36%
UBS Group
22
UBS Group
Switzerland
USD 7.02 M +USD 2.76 M +92,574 +64%
Wells Fargo
23
Wells Fargo
California
USD 6.61 M +USD 14 k +469 +0.2%
United Capital Financial Advisors
24
United Capital Financial Advisors
Texas
USD 6.21 M -USD 224 k -7,509 -3%
First National Trust
25
First National Trust
Pennsylvania
USD 5.67 M -USD 64.1 k -2,154 -1%
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