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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Angeles Wealth Management
California
$43.2M +$6.58M +162,419 +18%
AIA
52
Alera Investment Advisors
Illinois
$43.1M -$885K -21,842 -2%
Stifel Financial
53
Stifel Financial
Missouri
$38.2M -$14.2M -350,196 -27%
WH
54
Whitcomb & Hess
Ohio
$37.9M +$79.3K +1,956 +0.2%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$37M +$529K +13,068 +1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$36.1M +$9.91M +244,512 +38%
PIA
57
Perennial Investment Advisors
California
$34.8M +$32.2M +793,497 +1,288%
CFG
58
Compton Financial Group
Maryland
$34.8M +$366K +9,043 +1%
MWPCG
59
Measured Wealth Private Client Group
New Hampshire
$34M -$161K -3,963 -0.5%
FFS
60
Founders Financial Securities
Maryland
$33.9M +$8.68M +214,107 +35%
FNT
61
First National Trust
Pennsylvania
$33.2M +$42.1K +1,040 +0.1%
CAN
62
Cetera Advisor Networks
California
$33.1M -$8.57M -211,590 -21%
EWA
63
ERTS Wealth Advisors
Michigan
$33M -$13.5M -332,108 -29%
BCM
64
Brookstone Capital Management
Illinois
$32.5M -$4.28M -105,733 -12%
Corient Private Wealth
65
Corient Private Wealth
Florida
$29.9M -$107K -2,636 -0.4%
MPM
66
Meritage Portfolio Management
Kansas
$29.2M +$11.6M +287,254 +67%
WCAMG
67
Woodard & Company Asset Management Group
North Carolina
$28.8M -$1.71M -42,199 -6%
FHA
68
Flagship Harbor Advisors
Massachusetts
$28.8M +$7.17M +176,879 +33%
Prudential Financial
69
Prudential Financial
New Jersey
$27.8M -$18.9K -466 -0.1%
BW
70
BIP Wealth
Georgia
$26.3M +$26.2M +647,508 New
APP
71
Avantax Planning Partners
Iowa
$25.5M +$1.71M +42,290 +7%
GKWIM
72
Gerber Kawasaki Wealth & Investment Management
California
$25.4M +$2.61M +64,537 +12%
IWA
73
Inspirion Wealth Advisors
Illinois
$25.2M -$1.25M -30,849 -5%
MD
74
Money Design
Japan
$24.9M +$1.16M +28,591 +5%
CWA
75
Choice Wealth Advisors
Maine
$24.6M +$153K +3,765 +0.6%