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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$15.8M +$86K +2,574 +0.6%
BlackRock
52
BlackRock
New York
$15.1M +$7.18M +215,024 +99%
PC
53
Permanens Capital
New York
$15M -$489K -14,639 -3%
Wells Fargo
54
Wells Fargo
California
$12.8M -$913K -27,339 -7%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$12.1M -$1.01M -30,101 -8%
SFM
56
Signet Financial Management
New Jersey
$11.8M +$183K +5,471 +2%
FWM
57
Foresight Wealth Management
Utah
$11.4M +$293K +8,756 +3%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$11M +$322K +9,631 +3%
WI
59
WrapManager Inc
California
$10.7M +$510K +15,255 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$10.7M +$2.6M +77,891 +34%
PFA
61
Pure Financial Advisors
California
$10.3M -$292K -8,725 -3%
FFS
62
Founders Financial Securities
Maryland
$10.1M +$2.16M +64,667 +29%
EFL
63
ERn Financial LLC
Wisconsin
$10M -$493K -14,744 -5%
NEIRG
64
New England Investment & Retirement Group
Massachusetts
$9.56M +$9.15M +273,758 New
PF
65
Phoenix Financial
Israel
$9.28M +$8.94M +267,438 New
BC
66
Burney Company
Virginia
$9.08M +$405K +12,117 +5%
PWPS
67
Pinnacle Wealth Planning Services
Ohio
$8.88M -$2.54M -76,127 -23%
CI
68
CX Institutional
Indiana
$8.7M -$142K -4,255 -2%
TFA
69
TPG Financial Advisors
Oregon
$8.64M +$248K +7,408 +3%
Betterment LLC
70
Betterment LLC
New York
$8.57M -$1.38M -41,391 -14%
SC
71
Savant Capital
Illinois
$8.03M -$902K -27,010 -11%
WFPG
72
Waller Financial Planning Group
Ohio
$7.65M +$93.9K +2,810 +1%
CWA
73
Clarus Wealth Advisors
Arizona
$7.56M +$1.86M +55,684 +35%
SFP
74
Strategic Financial Partners
Oregon
$7.28M +$6.97M +208,551 New
BRWA
75
B. Riley Wealth Advisors
Florida
$7.18M +$2.99M +89,361 +77%