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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$11.3M +$2.92M +91,488 +26%
SFM
52
Signet Financial Management
New Jersey
$11.3M +$2.36M +73,907 +22%
RA
53
Riversedge Advisors
Delaware
$11.3M +$13.9M +435,814 New
AWM
54
AE Wealth Management
Kansas
$11.2M -$2.84M -88,894 -17%
SS
55
Simplicity Solutions
Minnesota
$10.9M -$3.19M -99,771 -19%
Ameriprise
56
Ameriprise
Minnesota
$10.3M -$3.51M -109,822 -22%
UCFA
57
United Capital Financial Advisors
Texas
$10.2M -$6.37M -199,627 -34%
IWM
58
IHT Wealth Management
Illinois
$9.64M +$11.1M +347,443 +1,358%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$9.15M +$1.22M +38,068 +12%
FWM
60
Foresight Wealth Management
Utah
$8.76M +$351K +11,004 +3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$8.63M -$6.37M -199,439 -37%
EDRIA
62
Edmonds Duncan Registered Investment Advisors
Kansas
$8.19M +$10.1M +316,848 New
EFL
63
ERn Financial LLC
Wisconsin
$8.03M +$775K +24,262 +8%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$7.95M -$4.1M -128,433 -29%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$7.93M +$2.63M +82,471 +32%
BC
66
Burney Company
Virginia
$7.53M +$1M +31,340 +12%
EH
67
Equitable Holdings
New York
$7.21M +$6.89M +215,705 +342%
MFG
68
Magnus Financial Group
New York
$7.02M +$8.68M +271,837 New
LFG
69
Larson Financial Group
Missouri
$6.86M +$1.95M +61,214 +30%
CI
70
CX Institutional
Indiana
$6.85M +$503K +15,758 +6%
WFPG
71
Waller Financial Planning Group
Ohio
$6.69M +$1.27M +39,663 +18%
Mariner
72
Mariner
Kansas
$6.64M +$4.25M +132,980 +107%
AIA
73
Alera Investment Advisors
Illinois
$6.47M +$1.69M +52,779 New
TFA
74
TPG Financial Advisors
Oregon
$6.15M -$305K -9,556 -4%
AF
75
Advisornet Financial
Minnesota
$6.12M +$5.42M +169,818 +254%