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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
26
Ford Financial Group
California
$21.4M +$439K +14,265 +2%
AWM
27
Altium Wealth Management
New York
$19.9M +$3.63M +117,999 +23%
Ameriprise
28
Ameriprise
Minnesota
$15.4M +$2.5M +81,076 +20%
AG
29
Advisor Group
Arizona
$15.4M +$4.14M +134,558 +38%
FNT
30
First National Trust
Pennsylvania
$15.2M +$1.63M +53,018 +12%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$14.2M -$66.7K -2,166 -0.5%
PC
32
Permanens Capital
New York
$13.5M -$1.36M -44,342 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.28M +41,533 +13%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$10.9M +$270K +8,771 +3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$10.8M +$461K +14,993 +5%
Wells Fargo
36
Wells Fargo
California
$10.2M -$5.49M -178,356 -35%
FWM
37
Foresight Wealth Management
Utah
$10M +$272K +8,828 +3%
BC
38
Brio Consultants
California
$9.87M +$897K +29,156 +10%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$9.57M -$981K -31,893 -9%
SFM
40
Signet Financial Management
New Jersey
$9.2M +$616K +20,003 +8%
PFA
41
Pure Financial Advisors
California
$9.11M +$1.05M +34,176 +13%
Betterment LLC
42
Betterment LLC
New York
$8.97M -$137K -4,457 -2%
EFL
43
ERn Financial LLC
Wisconsin
$8.96M +$88.3K +2,870 +1%
WI
44
WrapManager Inc
California
$8.73M +$275K +8,928 +3%
PWPS
45
Pinnacle Wealth Planning Services
Ohio
$8.09M +$181K +5,886 +2%
SC
46
Savant Capital
Illinois
$7.76M +$1.55M +50,324 +25%
TFA
47
TPG Financial Advisors
Oregon
$7.47M -$2.6M -84,536 -26%
FFS
48
Founders Financial Securities
Maryland
$7.37M -$817K -26,563 -10%
BC
49
Burney Company
Virginia
$7.34M +$2.51M +81,454 +53%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$6.87M -$166K -5,406 -2%