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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Alera Investment Advisors
Illinois
$42M +$19.2M +501,079 +87%
IWM
52
IHT Wealth Management
Illinois
$42M +$18.6M +485,317 +82%
CAN
53
Cetera Advisor Networks
California
$39.8M +$22.3M +582,632 +132%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$39.3M +$1.59M +41,565 +4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$36.8M -$1.73M -45,196 -5%
WH
56
Whitcomb & Hess
Ohio
$36.1M +$607K +15,841 +2%
BCM
57
Brookstone Capital Management
Illinois
$35.8M -$3.06M -79,965 -8%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$35M +$34.3M +894,557 +20,527%
AWM
59
Angeles Wealth Management
California
$34.9M +$2.62M +68,432 +8%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$33.6M +$3.17M +82,672 +11%
TVAMP
61
Tennessee Valley Asset Management Partners
Tennessee
$33.2M -$8.57M -223,671 -21%
CFG
62
Compton Financial Group
Maryland
$32.9M +$282K +7,355 +0.9%
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$32.6M +$5.51M +143,922 +21%
FFG
64
Ford Financial Group
California
$32.6M +$5.63K +147 +0%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$32.6M +$29.7M +775,511 +1,249%
FNT
66
First National Trust
Pennsylvania
$31.7M -$1.11M -28,915 -3%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$30M +$4.58M +119,693 +18%
WCAMG
68
Woodard & Company Asset Management Group
North Carolina
$29.1M -$167K -4,357 -0.6%
Corient Private Wealth
69
Corient Private Wealth
Florida
$28.6M +$28.2M +735,831 New
TCM
70
Tradewinds Capital Management
Washington
$28.3M +$27.8M +724,682 +18,721%
ACM
71
AlphaStar Capital Management
North Carolina
$26.7M +$7.38M +192,761 +39%
Prudential Financial
72
Prudential Financial
New Jersey
$26.6M -$1.01M -26,402 -4%
IWA
73
Inspirion Wealth Advisors
Illinois
$25.3M -$1.33M -34,762 -5%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$25M +$984K +25,701 +4%
FFS
75
Founders Financial Securities
Maryland
$24M +$326K +8,519 +1%