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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
Financial Engines Advisors
1
Financial Engines Advisors
California
USD 3666 M +USD 64.8 M +1,325,340 +2%
LPL Financial
2
LPL Financial
California
USD 1753 M +USD 124 M +2,535,855 +8%
Allworth Financial
3
Allworth Financial
California
USD 996 M +USD 21.3 M +436,379 +2%
Morgan Stanley
4
Morgan Stanley
New York
USD 433 M -USD 53.9 M -1,102,158 -11%
Valmark Advisers
5
Valmark Advisers
Ohio
USD 358 M -USD 3.9 M -79,703 -1%
Ameriprise
6
Ameriprise
Minnesota
USD 306 M +USD 4.11 M +84,143 +1%
Bank of America
7
Bank of America
North Carolina
USD 295 M +USD 4.33 M +88,644 +1%
UBS Group
8
UBS Group
Switzerland
USD 294 M -USD 10 M -205,331 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
USD 257 M +USD 9.6 M +196,530 +4%
Advisory Alpha
10
Advisory Alpha
Michigan
USD 214 M +USD 25 M +512,054 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 213 M +USD 8.99 M +183,903 +4%
NorthRock Partners
12
NorthRock Partners
Minnesota
USD 206 M +USD 7.67 M +157,001 +4%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 205 M +USD 1.41 M +28,773 +0.7%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
USD 202 M -USD 38.2 M -781,310 -16%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 194 M +USD 39.9 M +815,577 +26%
Franklin Resources
16
Franklin Resources
California
USD 188 M +USD 10.2 M +207,924 +6%
Willis Johnson & Associates
17
Willis Johnson & Associates
Texas
USD 186 M +USD 4.79 M +98,094 +3%
Horizon Investments
18
Horizon Investments
North Carolina
USD 182 M -USD 104 M -2,122,190 -36%
Equitable Holdings
19
Equitable Holdings
New York
USD 182 M -USD 2.76 M -56,390 -1%
TownSquare Capital
20
TownSquare Capital
Utah
USD 172 M +USD 51.1 M +1,045,848 +42%
Dynasty Wealth Management
21
Dynasty Wealth Management
Florida
USD 160 M +USD 10.9 M +223,715 +7%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
USD 159 M +USD 3.94 M +80,602 +3%
Quotient Wealth Partners
23
Quotient Wealth Partners
Texas
USD 153 M +USD 10.3 M +210,059 +7%
Cerity Partners
24
Cerity Partners
New York
USD 153 M +USD 1.62 M +33,112 +1%
Nicolet Advisory Services
25
Nicolet Advisory Services
Wisconsin
USD 151 M +USD 1.78 M +36,381 +1%
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