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State Street SPDR Portfolio S&P 500 Value ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Valmark Advisers
1
Valmark Advisers
Ohio
USD 231 M +USD 4.59 M +156,037 +2%
Horizon Investments
2
Horizon Investments
North Carolina
USD 202 M +USD 219 M +7,447,412 Nuevas
Bank of America
3
Bank of America
North Carolina
USD 87.8 M +USD 54.7 M +1,859,811 +135%
PFS Investments
4
PFS Investments
Georgia
USD 76.7 M +USD 80.9 M +2,751,688 Nuevas
Balentine LLC
5
Balentine LLC
Georgia
USD 62.6 M +USD 67.8 M +2,304,945 Nuevas
Allworth Financial
6
Allworth Financial
California
USD 60.4 M +USD 65.4 M +2,224,129 Nuevas
Parametric Portfolio Associates
7
Parametric Portfolio Associates
Washington
USD 56.3 M +USD 60.9 M +2,071,937 Nuevas
Morgan Stanley
8
Morgan Stanley
New York
USD 50.2 M +USD 23.3 M +792,302 +75%
LPL Financial
9
LPL Financial
California
USD 44.3 M +USD 8.75 M +297,630 +22%
UBS Group
10
UBS Group
Switzerland
USD 37.5 M -USD 359 k -12,193 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 37.4 M +USD 30.7 M +1,045,426 +314%
Brinker Capital Investments
12
Brinker Capital Investments
Pennsylvania
USD 34.8 M -USD 703 k -23,899 -2%
TownSquare Capital
13
TownSquare Capital
Utah
USD 26 M +USD 25.6 M +871,868 Nuevas
Lutz Financial Services
14
Lutz Financial Services
Nebraska
USD 24.6 M +USD 1.2 M +40,928 +5%
Accredited Investors
15
Accredited Investors
Minnesota
USD 24.5 M +USD 13.8 M +468,762 +108%
AssetMark Inc
16
AssetMark Inc
California
USD 23.7 M +USD 7.02 M +238,798 +38%
Ford Financial Group
17
Ford Financial Group
California
USD 22.3 M -USD 13.3 M -453,040 -36%
Inspirion Wealth Advisors
18
Inspirion Wealth Advisors
Illinois
USD 21.9 M -USD 1.09 M -37,136 -4%
Focused Wealth Management
19
Focused Wealth Management
New York
USD 21.8 M +USD 714 k +24,288 +3%
Advisory Alpha
20
Advisory Alpha
Michigan
USD 18.2 M +USD 1.28 M +43,444 +8%
Nottingham Advisors
21
Nottingham Advisors
New York
USD 17.3 M +USD 958 k +32,565 +6%
Jackson Wealth Management
22
Jackson Wealth Management
Florida
USD 14.2 M +USD 5.88 M +200,063 +60%
First National Trust
23
First National Trust
Pennsylvania
USD 12.9 M +USD 5.82 M +198,018 +72%
Kays Financial Advisory
24
Kays Financial Advisory
Georgia
USD 12.1 M -USD 1.78 M -60,667 -12%
Wells Fargo
25
Wells Fargo
California
USD 12 M +USD 6.52 M +221,713 +102%