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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.42M +$1.09M +36,896 +23%
SC
52
Savant Capital
Illinois
$5.15M +$373K +12,679 +7%
WFPG
53
Waller Financial Planning Group
Ohio
$5.09M +$5.51M +187,528 New
MIAN
54
Mariner Independent Advisor Network
Kansas
$5M +$5.38M +183,050 New
WP
55
WealthPLAN Partners
Nebraska
$4.67M +$20.4K +693 +0.4%
CA
56
Centerpoint Advisors
Massachusetts
$4.56M +$4.94M +168,017 New
LFG
57
Larson Financial Group
Missouri
$4.45M +$1.51M +51,496 +46%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.76M +$3.7M +125,984 +1,022%
Mariner
59
Mariner
Kansas
$3.66M +$3.37M +114,463 +563%
FIM
60
Freedom Investment Management
Connecticut
$3.53M -$104K -3,549 -3%
SPIA
61
Steward Partners Investment Advisory
New York
$3.47M +$2.71M +92,266 +260%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$3.39M +$3.67M +124,822 New
PA
63
Probity Advisors
Texas
$3.37M +$185K +6,298 +5%
W
64
Wealthquest
Ohio
$3.32M +$3.6M +122,288 New
OC
65
Oarsman Capital
Wisconsin
$2.75M +$73.3K +2,494 +3%
IA
66
IFP Advisors
Florida
$2.73M +$313K +10,655 +12%
AF
67
Arrow Financial
New York
$2.66M +$2.49M +84,756 +641%
RMAM
68
Raab & Moskowitz Asset Management
New Jersey
$2.59M +$1.07M +36,329 +62%
PWAG
69
Polaris Wealth Advisory Group
California
$2.3M -$735 -25 -0%
CFG
70
Cooper Financial Group
California
$2.2M +$2.39M +81,143 New
MAS
71
Managed Account Services
Florida
$2.09M +$571K +19,403 +37%
PAG
72
Private Advisor Group
New Jersey
$2.03M +$226K +7,676 +11%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.02M
AI
74
Atria Investments
North Carolina
$2.02M +$410K +13,939 +23%
WF
75
WealthTrust Fairport
Ohio
$1.99M +$875K +29,766 +69%