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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
51
Avantax Planning Partners
Iowa
$36M +$33.2M +838,897 +603%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$35.9M +$2.88M +72,784 +8%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$35.6M +$1.05M +26,599 +3%
RWM
54
Reston Wealth Management
Virginia
$33.7M +$607K +15,322 +2%
WH
55
Whitcomb & Hess
Ohio
$33.3M +$847K +21,399 +2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$2.02M +51,108 +6%
PAG
57
Private Advisor Group
New Jersey
$31.3M -$3.89M -98,178 -10%
KA
58
Klingman & Associates
New York
$30.8M -$1.61M -40,730 -5%
FNT
59
First National Trust
Pennsylvania
$30M +$3.43M +86,626 +12%
CFG
60
Compton Financial Group
Maryland
$29.9M +$724K +18,281 +2%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$28.8M -$3.27M -82,566 -10%
WCAMG
62
Woodard & Company Asset Management Group
North Carolina
$27.8M +$1.41M +35,532 +5%
FFS
63
Founders Financial Securities
Maryland
$27.8M -$7M -176,825 -19%
Prudential Financial
64
Prudential Financial
New Jersey
$27.6M -$3.04M -76,755 -9%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$27.4M +$204K +5,146 +0.7%
FFG
66
Ford Financial Group
California
$27.1M +$348K +8,791 +1%
WAOI
67
Wealth Advisors of Iowa
Iowa
$25.7M +$17.7M +447,426 +202%
IWA
68
Inspirion Wealth Advisors
Illinois
$25.3M -$663K -16,732 -2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$24.8M -$2.51M -63,384 -9%
TF
70
TIAA FSB
Florida
$24.2M +$6.25M +157,730 +32%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$24.2M -$961K -24,278 -4%
SFM
72
Signet Financial Management
New Jersey
$23.7M +$616K +15,566 +2%
AWM
73
Altium Wealth Management
New York
$22.9M -$2.49M -62,990 -9%
5L
74
55I LLC
Massachusetts
$22.3M +$99.5K +2,512 +0.4%
MD
75
Money Design
Japan
$21.6M +$459K +11,579 +2%