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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
$204M +$1.88M +32,415 +0.9%
AWM
27
AE Wealth Management
Kansas
$203M +$5.06M +87,233 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$174M +$31.3M +539,803 +21%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$160M -$105M -1,817,302 -39%
IAA
30
Independent Advisor Alliance
North Carolina
$157M +$158M +2,726,808 +5,108%
PAG
31
Private Advisor Group
New Jersey
$156M -$3.9M -67,158 -2%
DWM
32
Diversify Wealth Management
Utah
$155M +$49.8M +857,802 +49%
OWA
33
Octavia Wealth Advisors
Ohio
$154M +$25.1M +433,122 +19%
Osaic Holdings
34
Osaic Holdings
Arizona
$154M -$23.8M -409,556 -13%
Stifel Financial
35
Stifel Financial
Missouri
$151M +$35.7M +616,193 +30%
GKWIM
36
Gerber Kawasaki Wealth & Investment Management
California
$144M +$8.24M +142,130 +6%
LFS
37
Lutz Financial Services
Nebraska
$138M +$2.71M +46,773 +2%
Betterment LLC
38
Betterment LLC
New York
$127M -$4.85M -83,647 -4%
AWM
39
Angeles Wealth Management
California
$124M +$7.27M +125,407 +6%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$122M +$3.47M +59,796 +3%
Wells Fargo
41
Wells Fargo
California
$122M +$2.65M +45,685 +2%
Mariner
42
Mariner
Kansas
$119M -$798K -13,752 -0.7%
BEI
43
Benjamin Edwards Inc
Missouri
$112M +$26.5M +457,342 +30%
ACM
44
AlphaStar Capital Management
North Carolina
$111M -$21.3M -366,355 -16%
ONB
45
Old National Bancorp
Indiana
$110M +$16.3M +280,354 +17%
FNT
46
First National Trust
Pennsylvania
$108M -$3.7M -63,751 -3%
NB
47
Nicolet Bankshares
Wisconsin
$107M +$68.4M +1,178,631 +167%
MFG
48
Magnus Financial Group
New York
$104M +$4.15M +71,473 +4%
BB
49
Bell Bank
North Dakota
$99.2M +$9.99M +172,282 +11%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$95.3M +$1.95M +33,572 +2%
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