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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$29.4M +$7.18M +251,941 +33%
MWPCG
27
Measured Wealth Private Client Group
New Hampshire
$27.1M +$4.88M +171,390 +22%
PSUF
28
People's United Financial
Connecticut
$26.8M +$4.31M +151,250 +20%
FFG
29
Ford Financial Group
California
$26.3M +$898K +31,517 +4%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$25.8M +$25.3M +889,136 New
EWA
31
ERTS Wealth Advisors
Michigan
$25.7M +$2.92M +102,559 +13%
IWA
32
Inspirion Wealth Advisors
Illinois
$25.5M -$308K -10,816 -1%
BCI
33
Brinker Capital Investments
Pennsylvania
$25.2M -$580K -20,337 -2%
RWM
34
Reston Wealth Management
Virginia
$24.4M +$1.95M +68,480 +9%
SS
35
Simplicity Solutions
Minnesota
$24.2M +$11.8M +413,547 +98%
AWM
36
AE Wealth Management
Kansas
$23.2M +$10.5M +369,188 +85%
Wells Fargo
37
Wells Fargo
California
$22.8M +$9.19M +322,447 +69%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$22.6M +$22.2M +778,989 New
FFS
39
Founders Financial Securities
Maryland
$22.4M +$16.7M +585,228 +310%
MD
40
Money Design
Japan
$22.3M -$10.8M -379,837 -33%
ONB
41
Old National Bancorp
Indiana
$21.5M +$1.07M +37,658 +5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$19.7M +$3.63M +127,444 +23%
NB
43
Nicolet Bankshares
Wisconsin
$19.5M +$4.3M +150,907 +29%
KA
44
Klingman & Associates
New York
$19.2M +$893K +31,333 +5%
ARG
45
Advisory Resource Group
Oklahoma
$19M +$720K +25,264 +4%
LFAS
46
Level Four Advisory Services
Texas
$18.8M +$16.8M +589,490 +1,021%
PAG
47
Private Advisor Group
New Jersey
$18M +$86.9K +3,048 +0.5%
CWM
48
Connecticut Wealth Management
Connecticut
$17.6M +$6.27M +220,162 +94%
PFA
49
Pure Financial Advisors
California
$16.7M -$3.33M -116,809 -17%
RIM
50
Redwood Investment Management
Arizona
$16.6M +$13.8M +482,983 +553%