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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$203M +$5.45M +96,955 +3%
QWP
27
Quotient Wealth Partners
Texas
$203M -$55M -978,619 -22%
AWM
28
AE Wealth Management
Kansas
$199M +$21.4M +381,186 +12%
Osaic Holdings
29
Osaic Holdings
Arizona
$178M -$29.5M -525,629 -14%
PAG
30
Private Advisor Group
New Jersey
$161M -$2.77M -49,291 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$144M +$2.97M +52,900 +2%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$137M +$6.54M +116,447 +5%
LFS
33
Lutz Financial Services
Nebraska
$136M +$6.82M +121,475 +5%
Betterment LLC
34
Betterment LLC
New York
$132M -$4.54M -80,814 -3%
ACM
35
AlphaStar Capital Management
North Carolina
$132M +$30.6M +545,145 +31%
OWA
36
Octavia Wealth Advisors
Ohio
$130M +$9.18M +163,483 +8%
Wells Fargo
37
Wells Fargo
California
$120M +$11M +195,089 +10%
Mariner
38
Mariner
Kansas
$120M +$4.98M +88,727 +4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$119M +$9.48M +168,784 +9%
AWM
40
Angeles Wealth Management
California
$118M +$10.5M +186,604 +10%
Stifel Financial
41
Stifel Financial
Missouri
$116M +$629K +11,200 +0.6%
Corient Private Wealth
42
Corient Private Wealth
Florida
$116M +$59.6M +1,060,876 +107%
FNT
43
First National Trust
Pennsylvania
$112M +$1.09M +19,364 +1%
DWM
44
Diversify Wealth Management
Utah
$102M +$41.4M +737,316 +72%
MFG
45
Magnus Financial Group
New York
$100M +$1.74M +30,936 +2%
KW
46
KWB Wealth
California
$99.5M +$6.93M +123,419 +8%
ONB
47
Old National Bancorp
Indiana
$94.4M +$2.03M +36,118 +2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$93.8M +$4.25M +75,722 +5%
BB
49
Bell Bank
North Dakota
$89.8M +$512K +9,113 +0.6%
SQA
50
Simon Quick Advisors
New Jersey
$86.7M -$1.58M -28,105 -2%
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