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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MD
26
Money Design
Japan
$33.8M +$5.82M +174,174 +22%
NP
27
NorthRock Partners
Minnesota
$32.8M +$10.1M +303,218 +48%
BCI
28
Brinker Capital Investments
Pennsylvania
$32.8M -$1.19M -35,601 -4%
CWM
29
Connecticut Wealth Management
Connecticut
$32.2M +$645K +19,293 +2%
NA
30
Nottingham Advisors
New York
$32.1M -$815K -24,405 -3%
IWA
31
Inspirion Wealth Advisors
Illinois
$31.3M +$36.9K +1,103 +0.1%
AA
32
Advisory Alpha
Michigan
$31M +$2.77M +82,814 +10%
FFG
33
Ford Financial Group
California
$30M -$481K -14,401 -2%
UBS Group
34
UBS Group
Switzerland
$28.9M +$1.77M +52,853 +7%
NEWAS
35
N.E.W. Advisory Services
Wisconsin
$26.8M +$25.7M +768,781 New
AWM
36
Altium Wealth Management
New York
$26.3M +$1.15M +34,445 +5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$24.9M +$11M +330,226 +86%
MWPCG
38
Measured Wealth Private Client Group
New Hampshire
$24.3M +$8.38M +250,903 +56%
ONB
39
Old National Bancorp
Indiana
$21.7M +$4.03M +120,526 +24%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$21.3M +$3.34M +99,819 +20%
UCFA
41
United Capital Financial Advisors
Texas
$20.8M +$1.33M +39,947 +7%
FNT
42
First National Trust
Pennsylvania
$19.4M +$2.02M +60,347 +12%
BFG
43
Barber Financial Group
Kansas
$18.8M +$18M +538,356 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$18.6M +$6.07M +181,751 +52%
VCM
45
Virtue Capital Management
Tennessee
$18.5M +$16.5M +494,623 +1,360%
SS
46
Simplicity Solutions
Minnesota
$18.2M +$13.8M +413,468 +381%
AWM
47
AE Wealth Management
Kansas
$18.2M +$14M +419,428 +411%
Ameriprise
48
Ameriprise
Minnesota
$17.7M +$4.08M +122,229 +32%
MW
49
Marcum Wealth
Ohio
$16.5M +$15.7M +471,333 New
AssetMark Inc
50
AssetMark Inc
California
$16.2M -$419K -12,529 -3%