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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
51
ERn Financial LLC
Wisconsin
$9.63M +$465K +14,759 +5%
WI
52
WrapManager Inc
California
$9.34M +$416K +13,203 +5%
Betterment LLC
53
Betterment LLC
New York
$8.97M
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$8.64M +$2.27M +72,010 +28%
SC
55
Savant Capital
Illinois
$8.21M +$278K +8,816 +4%
CI
56
CX Institutional
Indiana
$8.1M +$2.08M +65,939 +35%
BC
57
Burney Company
Virginia
$7.92M +$418K +13,269 +6%
GI
58
Gradient Investments
Minnesota
$7.88M +$7.77M +246,728 New
TFA
59
TPG Financial Advisors
Oregon
$7.67M +$156K +4,963 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$7.3M +$3.01M +95,670 +72%
FFS
61
Founders Financial Securities
Maryland
$7.16M -$359K -11,406 -5%
WFPG
62
Waller Financial Planning Group
Ohio
$7.12M +$282K +8,972 +4%
BlackRock
63
BlackRock
New York
$6.95M +$4.46M +141,600 +186%
FFG
64
Frisch Financial Group
New York
$6.29M -$99.3K -3,155 -2%
LFG
65
Larson Financial Group
Missouri
$6.03M -$239K -7,600 -4%
WP
66
WealthPLAN Partners
Nebraska
$5.83M +$325K +10,326 +6%
JWS
67
Juncture Wealth Strategies
Arizona
$5.42M +$1.17M +37,237 +28%
WAS
68
Winch Advisory Services
Wisconsin
$5.2M +$77.3K +2,455 +2%
CWA
69
Clarus Wealth Advisors
Arizona
$5.13M -$93K -2,954 -2%
CA
70
Centerpoint Advisors
Massachusetts
$4.74M -$92.2K -2,930 -2%
FAAS
71
First Allied Advisory Services
California
$4.65M +$4.31M +137,009 +1,639%
DI
72
Diligent Investors
California
$4.58M +$277K +8,801 +7%
AI
73
Atria Investments
North Carolina
$4.55M +$318K +10,116 +8%
OC
74
Oarsman Capital
Wisconsin
$4.49M +$230K +7,312 +5%
Citadel Advisors
75
Citadel Advisors
Florida
$4.49M +$4.42M +140,486 New