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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
51
Mariner Independent Advisor Network
Kansas
$31.7M +$13.4M +340,151 +74%
WH
52
Whitcomb & Hess
Ohio
$31.6M +$31.6M +800,420 New
IWA
53
Inspirion Wealth Advisors
Illinois
$31.6M -$497K -12,564 -2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$31.4M -$688K -17,395 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$31.1M +$8.77M +221,875 +39%
Ameriprise
56
Ameriprise
Minnesota
$29M +$8.82M +223,024 +43%
FFG
57
Ford Financial Group
California
$28.1M +$175K +4,416 +0.6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$27.6M +$2.91M +73,620 +12%
KA
59
Klingman & Associates
New York
$26.7M +$791 +20 +0%
CWA
60
Choice Wealth Advisors
Maine
$26.4M +$1.35M +34,200 +5%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$25.9M +$2.35M +59,400 +10%
TCM
62
Tradewinds Capital Management
Washington
$25.7M +$25.7M +649,172 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$25.3M +$913K +23,089 +4%
CIM
64
Confluence Investment Management
Missouri
$25.1M +$1.56M +39,355 +7%
AWM
65
Altium Wealth Management
New York
$24.9M -$447K -11,300 -2%
BCI
66
Brinker Capital Investments
Pennsylvania
$24.3M -$1.33M -33,632 -5%
FNT
67
First National Trust
Pennsylvania
$24.2M +$992K +25,096 +4%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$24.1M +$2.79M +70,653 +13%
RA
69
Riversedge Advisors
Delaware
$24M +$4.3M +108,851 +22%
PSUF
70
People's United Financial
Connecticut
$23.7M -$4.49M -113,561 -16%
MD
71
Money Design
Japan
$23M -$1.73M -43,665 -7%
SFM
72
Signet Financial Management
New Jersey
$22.1M +$779K +19,692 +4%
5L
73
55I LLC
Massachusetts
$22.1M +$3.42M +86,440 +18%
EDRIA
74
Edmonds Duncan Registered Investment Advisors
Kansas
$21.3M +$567K +14,340 +3%
MAS
75
Managed Account Services
Florida
$20.9M -$400K -10,110 -2%