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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$33.4M +$4.53M +119,333 +14%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$33.1M +$1.89M +49,771 +6%
RWM
53
Reston Wealth Management
Virginia
$32M +$452K +11,910 +1%
WH
54
Whitcomb & Hess
Ohio
$31.5M +$378K +9,972 +1%
TF
55
TIAA FSB
Florida
$30.4M +$8.5M +224,150 +34%
FNT
56
First National Trust
Pennsylvania
$29.1M +$1.12M +29,441 +4%
CFG
57
Compton Financial Group
Maryland
$28.9M +$980K +25,841 +3%
FFG
58
Ford Financial Group
California
$28.9M +$3.81M +100,345 +14%
AWM
59
Angeles Wealth Management
California
$28.6M +$11.9M +313,031 +61%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$27M +$1.42M +37,445 +5%
APP
61
Avantax Planning Partners
Iowa
$26.1M -$8.45M -222,613 -23%
WCAMG
62
Woodard & Company Asset Management Group
North Carolina
$26M -$88.7K -2,339 -0.3%
Prudential Financial
63
Prudential Financial
New Jersey
$24.8M -$1.33M -34,961 -5%
MWPCG
64
Measured Wealth Private Client Group
New Hampshire
$24M -$3.29M -86,747 -11%
Goldman Sachs
65
Goldman Sachs
New York
$23.6M +$6.45M +169,961 +33%
IWA
66
Inspirion Wealth Advisors
Illinois
$23.6M -$153K -4,042 -0.6%
ACA
67
Ackerman Capital Advisors
Texas
$23.4M +$4.37M +115,233 +20%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$22.5M -$250K -6,579 -1%
SFM
69
Signet Financial Management
New Jersey
$22.4M +$186K +4,912 +0.8%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$21.3M -$2.17M -57,108 -8%
MD
71
Money Design
Japan
$21.3M +$1.13M +29,723 +5%
CIM
72
Confluence Investment Management
Missouri
$21.2M +$1.5M +39,579 +7%
CWA
73
Choice Wealth Advisors
Maine
$21M +$23.1M +609,938 New
FFS
74
Founders Financial Securities
Maryland
$21M -$5.51M -145,362 -19%
Mariner
75
Mariner
Kansas
$20.6M +$6.46M +170,197 +40%