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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Compton Financial Group
Maryland
$38.1M -$146K -3,580 -0.4%
AIA
52
Angeles Investment Advisors
California
$37.4M +$785K +19,242 +2%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$37.2M +$1.47M +36,001 +4%
MWPCG
54
Measured Wealth Private Client Group
New Hampshire
$37.1M -$821K -20,113 -2%
Betterment LLC
55
Betterment LLC
New York
$35.5M +$4.08M +99,850 +13%
WH
56
Whitcomb & Hess
Ohio
$35.5M +$1.15M +28,288 +3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$34.8M +$4.4M +107,900 +15%
5L
58
55I LLC
Massachusetts
$32.2M +$4.16M +101,960 +15%
IWA
59
Inspirion Wealth Advisors
Illinois
$31.1M -$911K -22,318 -3%
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$30.5M +$29.7M +727,200 New
CIM
61
Confluence Investment Management
Missouri
$30.5M +$1.61M +39,351 +6%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$30M -$5.59M -137,049 -16%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$29.1M +$144K +3,517 +0.5%
KA
64
Klingman & Associates
New York
$28.4M +$44.9K +1,099 +0.2%
CWA
65
Choice Wealth Advisors
Maine
$27.5M +$1.65M +40,412 +7%
FNT
66
First National Trust
Pennsylvania
$27.3M +$546K +13,373 +2%
AWM
67
Altium Wealth Management
New York
$27.1M +$178K +4,356 +0.7%
PAG
68
Private Advisor Group
New Jersey
$26.3M +$4.89M +119,907 +24%
MIAN
69
Mariner Independent Advisor Network
Kansas
$25.8M -$1.58M -38,766 -6%
ACM
70
AlphaStar Capital Management
North Carolina
$25.5M -$5.96M -145,933 -20%
RA
71
Riversedge Advisors
Delaware
$25M +$255K +6,251 +1%
SFM
72
Signet Financial Management
New Jersey
$24.5M +$944K +23,119 +4%
GAG
73
Goodman Advisory Group
Massachusetts
$24.5M +$23.8M +583,844 New
MD
74
Money Design
Japan
$23.7M +$806K +19,740 +4%
EDRIA
75
Edmonds Duncan Registered Investment Advisors
Kansas
$23.7M +$528K +12,943 +2%