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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Altium Wealth Management
New York
$5.29M +$2.55M +83,115 +86%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.7M +$2.26M +73,443 +85%
SC
28
Savant Capital
Illinois
$4.6M +$2.19M +71,239 +84%
FIM
29
Freedom Investment Management
Connecticut
$4.48M +$3.73M +121,548 +392%
UBS Group
30
UBS Group
Switzerland
$4.24M +$148K +4,819 +3%
WP
31
WealthPLAN Partners
Nebraska
$4.22M +$1.09M +35,588 +33%
WAS
32
Winch Advisory Services
Wisconsin
$4.2M +$4.29M +139,632 +4,316%
CWSR
33
Chessman Wealth Strategies RIA
Texas
$3.8M +$538K +17,532 +16%
Jane Street
34
Jane Street
New York
$3.49M +$810K +26,394 +29%
PA
35
Probity Advisors
Texas
$3.29M +$2.44M +79,544 +245%
LFG
36
Larson Financial Group
Missouri
$3.29M +$2.92M +94,945 +560%
SFM
37
Signet Financial Management
New Jersey
$2.74M +$1.68M +54,833 +142%
RFM
38
Royal Fund Management
Florida
$2.64M +$2.2M +71,596 +391%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$2.46M -$325K -10,585 -11%
PWAG
40
Polaris Wealth Advisory Group
California
$2.45M +$2.56M +83,301 New
OC
41
Oarsman Capital
Wisconsin
$2.4M +$228K +7,432 +10%
ACP
42
Aveo Capital Partners
Colorado
$2.1M +$2.19M +71,438 New
SPC
43
Sigma Planning Corp
Michigan
$1.98M -$60.7K -1,977 -3%
AG
44
Advisor Group
Arizona
$1.9M +$1.85M +60,217 +1,382%
TW
45
Transform Wealth
Colorado
$1.74M -$132K -4,288 -7%
IA
46
IFP Advisors
Florida
$1.65M
DG
47
Delek Group
Israel
$1.61M +$1.68M +54,800 New
FPIS
48
Financial Planning & Information Services
Wisconsin
$1.6M +$1.67M +54,318 New
Goldman Sachs
49
Goldman Sachs
New York
$1.47M -$9.24K -301 -0.6%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.47M +$388K +12,633 +34%