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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$15.5M +$5.89M +199,872 +64%
JWM
27
Jackson Wealth Management
Florida
$15.5M -$594K -20,152 -4%
Wells Fargo
28
Wells Fargo
California
$15.3M +$1.93M +65,544 +15%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$14.9M +$6.01M +203,967 +71%
CWSR
30
Chessman Wealth Strategies RIA
Texas
$14.5M +$3.55M +120,364 +34%
PC
31
Permanens Capital
New York
$14.4M +$14M +475,763 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$13.8M +$13.4M +455,117 New
FNT
33
First National Trust
Pennsylvania
$13.1M -$1.2M -40,822 -9%
BTS
34
BB&T Securities
Virginia
$12.7M +$11.2M +378,703 +906%
Ameriprise
35
Ameriprise
Minnesota
$12.4M +$2.68M +90,895 +28%
AG
36
Advisor Group
Arizona
$10.8M +$462K +15,672 +5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$10.3M -$1.51M -51,388 -13%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$10.2M +$879K +29,831 +10%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$9.97M +$81K +2,748 +0.8%
TFA
40
TPG Financial Advisors
Oregon
$9.8M +$3.47M +117,584 +58%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$9.71M +$2.87M +97,461 +44%
WAS
42
Winch Advisory Services
Wisconsin
$9.48M +$830K +28,153 +10%
FWM
43
Foresight Wealth Management
Utah
$9.43M +$1.07M +36,141 +13%
EFL
44
ERn Financial LLC
Wisconsin
$8.87M +$965K +32,731 +13%
Betterment LLC
45
Betterment LLC
New York
$8.82M +$2.06M +70,057 +32%
BC
46
Brio Consultants
California
$8.67M -$372K -12,628 -4%
SFM
47
Signet Financial Management
New Jersey
$8.33M +$1.57M +53,171 +25%
WI
48
WrapManager Inc
California
$8.18M +$436K +14,802 +6%
FFS
49
Founders Financial Securities
Maryland
$7.93M -$4.22M -143,143 -35%
PFA
50
Pure Financial Advisors
California
$7.78M +$485K +16,456 +7%