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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Executive Wealth Management
Michigan
$17.5M +$16.7M +461,423 New
RA
77
Rodgers & Associates
Pennsylvania
$17.4M +$828K +22,905 +5%
WCM
78
Windsor Capital Management
Arizona
$16.2M +$2.93M +81,104 +23%
FA
79
Freestate Advisors
Kansas
$15.7M +$15M +414,577 New
PAG
80
Private Advisor Group
New Jersey
$15.6M +$3.27M +90,315 +28%
LFAS
81
Level Four Advisory Services
Texas
$15.5M -$8.07M -223,289 -35%
MPM
82
Meritage Portfolio Management
Kansas
$15M +$4.08M +112,843 +40%
LFG
83
Larson Financial Group
Missouri
$14.1M +$669K +18,488 +5%
JFA
84
JNBA Financial Advisors
Minnesota
$14M +$1.23M +34,076 +10%
TF
85
TIAA FSB
Florida
$13.4M +$640K +17,706 +5%
WFS
86
Weitzel Financial Services
Iowa
$13.2M +$397K +10,976 +3%
SWMG
87
Sanchez Wealth Management Group
Florida
$13.2M +$346K +9,579 +3%
SFP
88
Strategic Financial Partners
Oregon
$12.5M +$1.81M +50,121 +18%
NL
89
Navalign LLC
California
$12.3M +$11.7M +324,156 New
FWM
90
Foresight Wealth Management
Utah
$12.2M +$117K +3,248 +1%
HG
91
Harbor Group
New Hampshire
$11.8M +$692K +19,126 +7%
ACM
92
AlphaStar Capital Management
North Carolina
$11.5M +$484K +13,377 +5%
PWP
93
Personal Wealth Partners
Minnesota
$11.5M +$2.88M +79,613 +36%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$10.8M +$1.3M +35,976 +14%
UCFA
95
United Capital Financial Advisors
Texas
$10.6M -$2.62M -72,508 -21%
TFA
96
TPG Financial Advisors
Oregon
$10.3M -$605K -16,725 -6%
Goldman Sachs
97
Goldman Sachs
New York
$10.3M +$5.26M +145,356 +114%
WAS
98
Winch Advisory Services
Wisconsin
$10.2M -$2.17K -60 -0%
BC
99
Burney Company
Virginia
$10.2M -$1.05M -29,025 -10%
Fidelity International
100
Fidelity International
Bermuda
$10.2M +$9.7M +268,165 New