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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$28M +$10.3M +283,495 +62%
PSUF
52
People's United Financial
Connecticut
$27M -$987K -27,287 -4%
FFG
53
Ford Financial Group
California
$26.7M -$1.29M -35,563 -5%
KA
54
Klingman & Associates
New York
$25.6M +$74.4K +2,057 +0.3%
BCI
55
Brinker Capital Investments
Pennsylvania
$24.6M -$4.59M -126,945 -16%
AWM
56
Altium Wealth Management
New York
$24.3M +$1.32M +36,498 +6%
CWA
57
Choice Wealth Advisors
Maine
$24.1M +$1.1M +30,305 +5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$24M +$209K +5,778 +0.9%
MD
59
Money Design
Japan
$23.7M -$3.41M -94,422 -13%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$23.4M +$4.57M +126,390 +26%
CIM
61
Confluence Investment Management
Missouri
$22.6M -$4.68M -129,451 -18%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$22.5M -$3.55M -98,195 -14%
FNT
63
First National Trust
Pennsylvania
$22.3M +$6.1M +168,731 +40%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$21.4M +$11.3M +313,176 +124%
ARG
65
Advisory Resource Group
Oklahoma
$20.8M -$2.83M -78,272 -13%
SFM
66
Signet Financial Management
New Jersey
$20.5M +$660K +18,252 +3%
MAS
67
Managed Account Services
Florida
$20.4M +$1.26M +34,799 +7%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$20.4M +$2.5M +69,223 +15%
EDRIA
69
Edmonds Duncan Registered Investment Advisors
Kansas
$19.9M -$224K -6,183 -1%
Ameriprise
70
Ameriprise
Minnesota
$19.5M +$1.65M +45,717 +10%
PFA
71
Pure Financial Advisors
California
$19M -$1.3M -35,898 -7%
RA
72
Riversedge Advisors
Delaware
$18.9M +$1.11M +30,722 +7%
5L
73
55I LLC
Massachusetts
$17.9M +$1.72M +47,553 +11%
IWM
74
IHT Wealth Management
Illinois
$17.6M -$612K -16,925 -4%
MIAN
75
Mariner Independent Advisor Network
Kansas
$17.5M +$9.21M +254,810 +123%