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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$16.5M +$8.28M +290,556 +104%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$15.6M -$5.65M -198,401 -28%
AWM
53
Altium Wealth Management
New York
$15.3M -$3.85M -134,982 -20%
MFG
54
Magnus Financial Group
New York
$15.2M +$7.24M +254,069 +93%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$14.4M +$13.8M +482,688 +3,352%
SFM
56
Signet Financial Management
New Jersey
$14.3M +$1.42M +49,911 +12%
CIM
57
Confluence Investment Management
Missouri
$13.4M +$30.5K +1,071 +0.2%
SL
58
Systelligence LLC
Minnesota
$13.1M -$2.18M -76,348 -14%
RA
59
Riversedge Advisors
Delaware
$12.9M +$309K +10,835 +2%
TF
60
TIAA FSB
Florida
$12.7M +$12.5M +439,882 New
IWM
61
IHT Wealth Management
Illinois
$12.5M +$1.67M +58,716 +16%
Betterment LLC
62
Betterment LLC
New York
$12.5M -$3.5M -122,808 -22%
FNT
63
First National Trust
Pennsylvania
$12.5M -$3.06M -107,251 -20%
BL
64
Balentine LLC
Georgia
$12.4M -$17.1M -599,351 -58%
UCFA
65
United Capital Financial Advisors
Texas
$11.7M +$239K +8,371 +2%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$11.6M +$1.35M +47,330 +13%
AIA
67
Alera Investment Advisors
Illinois
$11.6M +$9.88M +346,551 +657%
HighTower Advisors
68
HighTower Advisors
Illinois
$11.4M +$6.14M +215,339 +121%
MAS
69
Managed Account Services
Florida
$11.4M +$4.07M +142,954 +61%
Ameriprise
70
Ameriprise
Minnesota
$10.6M -$928K -32,563 -8%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$10.1M -$2.59M -90,747 -21%
EDRIA
72
Edmonds Duncan Registered Investment Advisors
Kansas
$9.38M +$195K +6,856 +2%
5L
73
55I LLC
Massachusetts
$9.2M +$3.91M +137,190 +76%
JWS
74
Juncture Wealth Strategies
Arizona
$8.92M +$3.11M +109,251 +55%
LFG
75
Larson Financial Group
Missouri
$8.51M +$807K +28,314 +11%