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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$8.51M -$10.3M -340,016 -55%
EFL
77
ERn Financial LLC
Wisconsin
$8.5M -$66.2K -2,180 -0.8%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$8.45M +$76.8K +2,527 +0.9%
FWM
79
Foresight Wealth Management
Utah
$8.36M +$111K +3,658 +1%
TFA
80
TPG Financial Advisors
Oregon
$7.3M -$183K -6,035 -2%
SL
81
Systelligence LLC
Minnesota
$6.94M -$6.76M -222,505 -49%
SAM
82
Shone Asset Management
California
$6.89M +$530K +17,432 +9%
FI
83
FormulaFolio Investments
Michigan
$6.79M +$4.54M +149,538 +199%
Mariner
84
Mariner
Kansas
$6.55M -$1.19M -39,134 -15%
MPM
85
Meritage Portfolio Management
Kansas
$6.51M +$6.55M +215,681 New
DI
86
Diligent Investors
California
$6.46M +$329K +10,817 +5%
OC
87
Oarsman Capital
Wisconsin
$6.28M +$407K +13,404 +7%
SC
88
Savant Capital
Illinois
$6.21M -$231K -7,617 -4%
WI
89
WrapManager Inc
California
$6.18M -$239K -7,871 -4%
PWP
90
Personal Wealth Partners
Minnesota
$6.17M +$1.63M +53,639 +36%
CWM
91
Connecticut Wealth Management
Connecticut
$6.05M -$7.69M -252,983 -56%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.51M +$412K +13,550 +8%
WFPG
93
Waller Financial Planning Group
Ohio
$5.51M -$86K -2,832 -2%
KWM
94
Kingsview Wealth Management
Oregon
$5.36M -$871K -28,665 -14%
WCM
95
Windsor Capital Management
Arizona
$5.24M +$5.28M +173,648 New
MML Investors Services
96
MML Investors Services
Massachusetts
$5.24M -$60.5K -1,990 -1%
LBC
97
Lowe Brockenbrough & Co
Virginia
$5.18M +$84.9K +2,795 +2%
SFG
98
StrategIQ Financial Group
Indiana
$4.71M +$1.07M +35,362 +29%
SCM
99
Southport Capital Management
Tennessee
$4.59M +$140K +4,623 +3%
PA
100
Probity Advisors
Texas
$4.44M +$181K +5,965 +4%