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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
76
People's United Financial
Connecticut
$2.99M +$2.41M +78,395 +457%
SPIA
77
Steward Partners Investment Advisory
New York
$2.82M +$414K +13,467 +18%
PWAG
78
Polaris Wealth Advisory Group
California
$2.75M +$41.2K +1,340 +2%
PAG
79
Private Advisor Group
New Jersey
$2.7M +$214K +6,952 +9%
MAS
80
Managed Account Services
Florida
$2.61M +$200K +6,513 +9%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$2.61M +$590K +19,159 +30%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$2.55M +$231K +7,516 +10%
LA
83
LexAurum Advisors
Kansas
$2.54M +$2.5M +81,203 New
MA
84
Mutual Advisors
Nebraska
$2.49M +$209K +6,778 +9%
FPIS
85
Financial Planning & Information Services
Wisconsin
$2.44M +$69K +2,241 +3%
SRSA
86
S.R. Schill & Associates
Washington
$2.4M +$1.43M +46,538 +154%
BlackRock
87
BlackRock
New York
$2.38M +$2.32M +75,471 +15,155%
MWPCG
88
Measured Wealth Private Client Group
New Hampshire
$2.36M +$2.33M +75,588 New
LJAC
89
L.J. Altfest & Co
New York
$2.35M -$561K -18,221 -20%
RFN
90
RDA Financial Network
Iowa
$2.34M +$71.8K +2,334 +3%
SB
91
Suntrust Banks
Georgia
$2.3M +$108K +3,508 +4%
TW
92
Transform Wealth
Colorado
$2.11M +$12.9K +420 +0.6%
RIM
93
Redwood Investment Management
Arizona
$2.04M +$982K +31,914 +96%
SMFS
94
Squar Milner Financial Services
California
$2.03M -$753K -24,457 -27%
OAM
95
Occidental Asset Management
California
$2.01M +$192K +6,236 +11%
Goldman Sachs
96
Goldman Sachs
New York
$2M -$13.8M -449,046 -88%
TAM
97
Tradition Asset Management
Virginia
$1.98M +$1.95M +63,334 New
MSAM
98
Moloney Securities Asset Management
Missouri
$1.97M -$64K -2,080 -3%
CIM
99
Corda Investment Management
Texas
$1.91M +$218K +7,097 +13%
MFT
100
Moisand Fitzgerald Tamayo
Florida
$1.9M +$15K +486 +0.8%