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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFS Investments
Georgia
$23.9M -$78M -2,443,339 -73%
IWA
27
Inspirion Wealth Advisors
Illinois
$23M -$187K -5,852 -0.7%
BCI
28
Brinker Capital Investments
Pennsylvania
$23M -$1.56M -48,703 -5%
FFG
29
Ford Financial Group
California
$22.7M +$559K +17,492 +2%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$20.4M +$3.31M +103,547 +17%
EWA
31
ERTS Wealth Advisors
Michigan
$20.3M +$25.1M +785,611 New
RWM
32
Reston Wealth Management
Virginia
$20M +$24.7M +773,666 New
PSUF
33
People's United Financial
Connecticut
$20M +$21.6M +675,982 +692%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$19.7M +$2.13M +66,814 +10%
BlackRock
35
BlackRock
New York
$19.7M +$10.5M +329,296 +76%
ONB
36
Old National Bancorp
Indiana
$18.2M +$2.69M +84,185 +14%
PFA
37
Pure Financial Advisors
California
$17.9M +$12.7M +398,206 +135%
AWM
38
Altium Wealth Management
New York
$17.2M -$2.82M -88,160 -12%
KA
39
Klingman & Associates
New York
$16.3M +$20.1M +630,258 New
ARG
40
Advisory Resource Group
Oklahoma
$16.2M +$20.1M +628,703 New
PAG
41
Private Advisor Group
New Jersey
$16M +$14.8M +462,850 +297%
Betterment LLC
42
Betterment LLC
New York
$14.3M +$9.85M +308,449 +126%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$14.3M -$5.09M -159,472 -22%
FNT
44
First National Trust
Pennsylvania
$13.9M -$568K -17,787 -3%
MW
45
Marcum Wealth
Ohio
$13.9M +$2.08M +65,277 +14%
SL
46
Systelligence LLC
Minnesota
$13.7M +$10.5M +327,736 +163%
NB
47
Nicolet Bankshares
Wisconsin
$13.5M +$10.6M +331,835 +176%
PPA
48
Parametric Portfolio Associates
Washington
$12.9M -$88M -2,756,711 -85%
Wells Fargo
49
Wells Fargo
California
$12M +$3.18M +99,649 +27%
CIM
50
Confluence Investment Management
Missouri
$11.9M +$14.7M +460,956 New