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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$11.4M -$8.34M -283,600 -40%
FFS
27
Founders Financial Securities
Maryland
$11M +$11.9M +405,172 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$10.7M +$4.12M +140,199 +56%
UCFA
29
United Capital Financial Advisors
Texas
$9.77M -$1.55M -52,734 -13%
CWSR
30
Chessman Wealth Strategies RIA
Texas
$9.74M +$8.52M +289,866 +421%
AWM
31
Altium Wealth Management
New York
$9.3M -$3.78M -128,560 -27%
AG
32
Advisor Group
Arizona
$9.29M +$8.58M +291,625 +581%
Ameriprise
33
Ameriprise
Minnesota
$9.1M +$2.38M +81,011 +34%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$8.86M +$1.18M +40,188 +14%
Goldman Sachs
35
Goldman Sachs
New York
$8.51M +$6.99M +237,606 +315%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.37M +$384K +13,073 +4%
BC
37
Brio Consultants
California
$8.12M +$8.79M +299,040 New
TAIM
38
TD Ameritrade Investment Management
Nebraska
$7.8M +$4M +135,901 +90%
WAS
39
Winch Advisory Services
Wisconsin
$7.74M -$171K -5,798 -2%
FWM
40
Foresight Wealth Management
Utah
$7.48M +$8.1M +275,320 New
WI
41
WrapManager Inc
California
$6.94M -$244K -8,295 -3%
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$6.94M +$5.94M +202,138 +379%
EFL
43
ERn Financial LLC
Wisconsin
$6.82M +$7.38M +250,948 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$6.64M +$7.19M +244,456 New
PFA
45
Pure Financial Advisors
California
$6.53M +$1.75M +59,647 +33%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.06M +$2.35M +79,942 +56%
Betterment LLC
47
Betterment LLC
New York
$6.01M +$6.5M +221,156 New
SFM
48
Signet Financial Management
New Jersey
$5.78M +$1.26M +42,901 +25%
FFG
49
Frisch Financial Group
New York
$5.53M +$5.98M +203,449 New
TFA
50
TPG Financial Advisors
Oregon
$5.49M +$5.94M +202,062 New