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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
76
Weitzel Financial Services
Iowa
$11.7M +$10.6M +325,369 New
SWMG
77
Sanchez Wealth Management Group
Florida
$11.6M +$11M +338,014 New
Betterment LLC
78
Betterment LLC
New York
$11.6M -$1.73M -53,253 -14%
TF
79
TIAA FSB
Florida
$11.6M -$830K -25,541 -7%
JFA
80
JNBA Financial Advisors
Minnesota
$11.5M +$6.25M +192,327 +136%
JWS
81
Juncture Wealth Strategies
Arizona
$11.2M +$193K +5,953 +2%
PAG
82
Private Advisor Group
New Jersey
$11.1M +$1.29M +39,634 +14%
FWM
83
Foresight Wealth Management
Utah
$11M +$1.37M +42,193 +15%
BC
84
Burney Company
Virginia
$10.2M +$451K +13,880 +5%
ACM
85
AlphaStar Capital Management
North Carolina
$10.2M -$25.5M -785,575 -73%
HG
86
Harbor Group
New Hampshire
$10.1M +$9.27M +285,137 New
TFA
87
TPG Financial Advisors
Oregon
$9.96M +$1.56M +48,038 +20%
CI
88
CX Institutional
Indiana
$9.76M -$981K -30,180 -10%
MPM
89
Meritage Portfolio Management
Kansas
$9.72M +$2.18M +66,997 +31%
SFP
90
Strategic Financial Partners
Oregon
$9.65M +$4.84M +148,822 +113%
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$9.51M -$32K -985 -0.3%
WAS
92
Winch Advisory Services
Wisconsin
$9.3M +$5.68M +174,797 +183%
EFL
93
ERn Financial LLC
Wisconsin
$9.12M -$533K -16,388 -6%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$8.66M -$1.66M -51,004 -17%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$8.55M +$2.15M +66,140 +36%
SAM
96
Shone Asset Management
California
$8.08M +$573K +17,620 +8%
PWP
97
Personal Wealth Partners
Minnesota
$7.71M +$652K +20,058 +10%
OC
98
Oarsman Capital
Wisconsin
$7.5M +$329K +10,118 +5%
WI
99
WrapManager Inc
California
$7.42M +$364K +11,207 +5%
MIAN
100
Mariner Independent Advisor Network
Kansas
$7.11M +$2.04M +62,706 +44%