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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$7.65M -$80.6K -2,734 -1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.82M +$750K +25,446 +13%
FFG
53
Frisch Financial Group
New York
$6.17M +$8.58K +291 +0.1%
WFPG
54
Waller Financial Planning Group
Ohio
$6.13M +$248K +8,430 +4%
SC
55
Savant Capital
Illinois
$5.99M +$248K +8,421 +4%
CWA
56
Clarus Wealth Advisors
Arizona
$5.79M +$5.64M +191,308 New
LFG
57
Larson Financial Group
Missouri
$5.47M +$500K +16,974 +10%
WP
58
WealthPLAN Partners
Nebraska
$4.95M +$237K +8,037 +5%
BC
59
Burney Company
Virginia
$4.64M +$3.12M +105,702 +223%
CA
60
Centerpoint Advisors
Massachusetts
$4.59M -$485K -16,462 -10%
PA
61
Probity Advisors
Texas
$3.96M +$197K +6,685 +5%
OC
62
Oarsman Capital
Wisconsin
$3.91M +$813K +27,594 +27%
RFM
63
Royal Fund Management
Florida
$3.88M +$3.6M +122,136 +1,994%
MIAS
64
Mason Investment Advisory Services
Virginia
$3.87M +$3.77M +127,902 New
W
65
Wealthquest
Ohio
$3.87M +$160K +5,442 +4%
FIM
66
Freedom Investment Management
Connecticut
$3.73M -$198K -6,704 -5%
Mariner
67
Mariner
Kansas
$3.6M -$467K -15,858 -12%
Invesco
68
Invesco
Georgia
$3.02M +$913K +30,986 +45%
WF
69
WealthTrust Fairport
Ohio
$2.94M +$701K +23,775 +33%
BI
70
Ballast Inc
Kentucky
$2.85M +$2.78M +94,192 New
LJAC
71
L.J. Altfest & Co
New York
$2.83M +$2.75M +93,423 New
RMAM
72
Raab & Moskowitz Asset Management
New Jersey
$2.79M -$90.6K -3,073 -3%
UCFA
73
United Capital Financial Advisors
Texas
$2.75M -$8M -271,386 -75%
SMFS
74
Squar Milner Financial Services
California
$2.71M +$1.2M +40,677 +83%
PWAG
75
Polaris Wealth Advisory Group
California
$2.63M +$35.7K +1,211 +1%