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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 316 M +USD 271 M +8,613,537 +671%
Valmark Advisers
2
Valmark Advisers
Ohio
USD 269 M -USD 396 k -12,586 -0.1%
Horizon Investments
3
Horizon Investments
North Carolina
USD 191 M +USD 13 M +411,612 +7%
Bank of America
4
Bank of America
North Carolina
USD 125 M +USD 19.3 M +613,596 +19%
Balentine LLC
5
Balentine LLC
Georgia
USD 120 M -USD 478 k -15,175 -0.4%
Allworth Financial
6
Allworth Financial
California
USD 106 M +USD 8.87 M +281,871 +9%
Parametric Portfolio Associates
7
Parametric Portfolio Associates
Washington
USD 103 M -USD 5.19 M -164,816 -5%
Advisor Group
8
Advisor Group
Arizona
USD 103 M +USD 85.7 M +2,722,135 +553%
Clark Capital Management Group
9
Clark Capital Management Group
Pennsylvania
USD 78.2 M +USD 77 M +2,445,612 Nuevas
Ladenburg Thalmann Financial Services
10
Ladenburg Thalmann Financial Services
Florida
USD 75.1 M +USD 63.1 M +2,006,007 +580%
LPL Financial
11
LPL Financial
California
USD 69.5 M +USD 8.51 M +270,226 +14%
PFS Investments
12
PFS Investments
Georgia
USD 65.9 M -USD 22.5 M -716,277 -26%
Nicolet Advisory Services
13
Nicolet Advisory Services
Wisconsin
USD 64.8 M +USD 4.47 M +141,929 +8%
Morgan Stanley
14
Morgan Stanley
New York
USD 63.8 M +USD 4.71 M +149,623 +8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
USD 61.2 M +USD 29 M +920,751 +93%
Kays Financial Advisory
16
Kays Financial Advisory
Georgia
USD 46.8 M +USD 2.76 M +87,685 +6%
TownSquare Capital
17
TownSquare Capital
Utah
USD 45.2 M +USD 2.09 M +66,480 +5%
Lutz Financial Services
18
Lutz Financial Services
Nebraska
USD 40.4 M +USD 2.25 M +71,402 +6%
AlphaStar Capital Management
19
AlphaStar Capital Management
North Carolina
USD 35.5 M +USD 1.92 M +60,927 +6%
TD Ameritrade Investment Management
20
TD Ameritrade Investment Management
Nebraska
USD 34.8 M +USD 9.7 M +308,579 +40%
Accredited Investors
21
Accredited Investors
Minnesota
USD 34.2 M +USD 1.2 M +38,208 +4%
Brinker Capital Investments
22
Brinker Capital Investments
Pennsylvania
USD 31.2 M -USD 3.71 M -117,821 -11%
Nottingham Advisors
23
Nottingham Advisors
New York
USD 31.1 M +USD 1.37 M +43,401 +5%
Focused Wealth Management
24
Focused Wealth Management
New York
USD 29.9 M -USD 735 k -23,353 -2%
Connecticut Wealth Management
25
Connecticut Wealth Management
Connecticut
USD 28.8 M +USD 28.4 M +902,463 Nuevas
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