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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$70.2M +$6.83M +128,446 +10%
MYIA
52
Mount Yale Investment Advisors
Colorado
$69.9M +$72.7M +1,366,875 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$68.1M +$5.87M +110,288 +9%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$66.3M +$21.9M +411,609 +46%
BB
55
Bell Bank
North Dakota
$64.1M +$66.7M +1,252,623 New
MWM
56
Modern Wealth Management
Kansas
$63.5M +$25.9M +486,623 +64%
GLA
57
Good Life Advisors
Pennsylvania
$63.3M -$2.8M -52,551 -4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$57M +$438K +8,224 +0.7%
KA
59
Klingman & Associates
New York
$56.2M -$666K -12,519 -1%
NB
60
Nicolet Bankshares
Wisconsin
$55.2M +$240K +4,512 +0.4%
NA
61
Nottingham Advisors
New York
$55.1M -$5.66M -106,353 -9%
Stifel Financial
62
Stifel Financial
Missouri
$52.7M -$616K -11,575 -1%
Prudential Financial
63
Prudential Financial
New Jersey
$52M +$9.1M +171,082 +20%
CFG
64
Compton Financial Group
Maryland
$50.6M +$1.95M +36,741 +4%
EWA
65
ERTS Wealth Advisors
Michigan
$48.7M +$2.04M +38,331 +4%
FFS
66
Founders Financial Securities
Maryland
$47.8M +$15.4M +289,361 +45%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$44.8M -$14.5M -272,917 -24%
IWM
68
IHT Wealth Management
Illinois
$44.5M -$2.61M -49,058 -5%
WH
69
Whitcomb & Hess
Ohio
$44.1M -$375K -7,055 -0.8%
AI
70
Accredited Investors
Minnesota
$43.3M -$886K -16,645 -2%
CA
71
CoreCap Advisors
Michigan
$43.3M +$4.38M +82,244 +11%
AF
72
Arrow Financial
New York
$40.5M -$4.57M -85,933 -10%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$39.7M +$3.94M +74,056 +11%
BWG
74
Balanced Wealth Group
Ohio
$39M +$757K +14,236 +2%
CA
75
CGN Advisors
Kansas
$38.6M +$2.38M +44,699 +6%