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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
26
NorthRock Partners
Minnesota
$91.5M +$4.68M +115,521 +5%
TC
27
TownSquare Capital
Utah
$85.4M +$2.86M +70,677 +3%
LFS
28
Lutz Financial Services
Nebraska
$83.4M +$1.23M +30,469 +2%
TF
29
TIAA FSB
Florida
$81.8M +$36.8M +907,398 +82%
AI
30
Accredited Investors
Minnesota
$79.3M +$3.52M +86,827 +5%
SQA
31
Simon Quick Advisors
New Jersey
$77.6M +$6.22M +153,398 +9%
Cerity Partners
32
Cerity Partners
New York
$74.5M +$73.7M +1,819,290 +16,853%
CWM
33
Connecticut Wealth Management
Connecticut
$71.7M +$4.93M +121,629 +7%
AWM
34
AE Wealth Management
Kansas
$66.8M -$13.7M -337,478 -17%
Wells Fargo
35
Wells Fargo
California
$66.3M +$14.8M +364,792 +29%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$63.7M +$27M +666,629 +74%
NEWAS
37
N.E.W. Advisory Services
Wisconsin
$60.2M -$137K -3,389 -0.2%
PAG
38
Private Advisor Group
New Jersey
$59.1M +$6.02M +148,663 +11%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$57.8M -$12.2M -300,896 -17%
ONB
40
Old National Bancorp
Indiana
$57.3M +$959K +23,661 +2%
MFG
41
Magnus Financial Group
New York
$52.5M +$412K +10,156 +0.8%
KW
42
KWB Wealth
California
$51.9M +$679K +16,746 +1%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$51.4M -$10.7M -262,911 -17%
NA
44
Nottingham Advisors
New York
$50.1M -$804K -19,842 -2%
KA
45
Klingman & Associates
New York
$47.2M +$444K +10,954 +1%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$46.7M +$15.3M +376,880 +49%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$45.7M -$308K -7,599 -0.7%
NB
48
Nicolet Bankshares
Wisconsin
$45.6M -$699K -17,258 -2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$44.2M +$2.97M +73,189 +7%
HighTower Advisors
50
HighTower Advisors
Illinois
$43.2M -$6.07M -149,818 -12%