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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$51.6M +$2.19M +36,572 +5%
MA
77
MONECO Advisors
Connecticut
$51.5M +$6.18M +103,201 +14%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$51.3M +$18.5M +309,278 +58%
LFPWM
79
Leicht Financial Planning & Wealth Management
New Jersey
$50.5M +$571K +9,549 +1%
BWG
80
Balanced Wealth Group
Ohio
$50.2M +$974K +16,276 +2%
PIA
81
Perennial Investment Advisors
California
$49.4M -$1.72M -28,745 -3%
Corient Private Wealth
82
Corient Private Wealth
Florida
$48.5M -$14.2M -236,438 -23%
FWI
83
Facet Wealth Inc
Maryland
$48.2M -$5.26M -87,896 -10%
AF
84
Arrow Financial
New York
$46.8M -$655K -10,949 -1%
MYIA
85
Mount Yale Investment Advisors
Colorado
$46.6M +$45.9M +767,081 New
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$46.5M +$847K +14,144 +2%
Creative Planning
87
Creative Planning
Kansas
$45M +$2.61M +43,640 +6%
AWM
88
Avior Wealth Management
Nebraska
$44.9M +$32.1K +537 +0.1%
CA
89
CoreCap Advisors
Michigan
$43.5M -$28.7M -479,670 -40%
EFL
90
ERn Financial LLC
Wisconsin
$43.3M +$842K +14,063 +2%
CI
91
Constellation Investments
Ohio
$43.3M
VC
92
Vicus Capital
Pennsylvania
$42.9M -$383K -6,403 -0.9%
AI
93
Accredited Investors
Minnesota
$42.7M -$1.28M -21,328 -3%
HSWS
94
Higgins & Schmidt Wealth Strategies
Colorado
$41.2M +$2.27M +37,931 +6%
GVAG
95
Great Valley Advisor Group
Delaware
$40.7M +$2.83M +47,307 +8%
AWA
96
Alta Wealth Advisors
Massachusetts
$39.9M +$860K +14,363 +2%
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$38.1M +$397K +6,635 +1%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$36.8M -$3.82M -63,745 -10%
GWM
99
Geneos Wealth Management
Colorado
$35.9M +$4.85K +81 +0%
GIA
100
Gladstone Institutional Advisory
Florida
$35.9M -$5.19M -86,731 -13%