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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$147M -$6.61M -135,144 -4%
Osaic Holdings
27
Osaic Holdings
Arizona
$144M +$89.4K +1,830 +0.1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$134M -$11.1M -226,252 -8%
PAG
29
Private Advisor Group
New Jersey
$129M +$15.2M +310,691 +13%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$121M -$2.66M -54,370 -2%
CWM
31
Connecticut Wealth Management
Connecticut
$119M +$2.63M +53,834 +2%
FNT
32
First National Trust
Pennsylvania
$110M -$11.4M -232,988 -9%
LFS
33
Lutz Financial Services
Nebraska
$108M -$102K -2,097 -0.1%
SQA
34
Simon Quick Advisors
New Jersey
$95.1M +$483K +9,878 +0.5%
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$91.2M +$1.35M +27,545 +1%
HighTower Advisors
36
HighTower Advisors
Illinois
$88.5M +$2.53M +51,780 +3%
Mariner
37
Mariner
Kansas
$86.2M -$8.98M -183,793 -9%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$84.7M +$6.27M +128,258 +8%
ONB
39
Old National Bancorp
Indiana
$80.9M +$1.7M +34,790 +2%
KW
40
KWB Wealth
California
$80M -$1.93M -39,399 -2%
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$77.1M +$491K +10,037 +0.6%
AWM
42
Angeles Wealth Management
California
$76.6M -$1.65M -33,663 -2%
AWM
43
AE Wealth Management
Kansas
$76.5M +$2.81M +57,410 +4%
ACM
44
AlphaStar Capital Management
North Carolina
$74.9M +$16.6M +340,409 +28%
MFG
45
Magnus Financial Group
New York
$74M +$394K +8,054 +0.5%
Goldman Sachs
46
Goldman Sachs
New York
$72.2M -$261K -5,335 -0.4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$71.3M +$4.7M +96,164 +7%
OWA
48
Octavia Wealth Advisors
Ohio
$70.2M +$4M +81,854 +6%
MYIA
49
Mount Yale Investment Advisors
Colorado
$67M +$339K +6,944 +0.5%
Stifel Financial
50
Stifel Financial
Missouri
$61.3M +$1.82M +37,179 +3%