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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$20M +$1.68M +42,505 +9%
SWMG
77
Sanchez Wealth Management Group
Florida
$19.8M +$6.02M +152,253 +44%
PFA
78
Pure Financial Advisors
California
$18.5M -$1.33M -33,708 -7%
FA
79
Freestate Advisors
Kansas
$18.5M +$2.14M +54,009 +13%
PAG
80
Private Advisor Group
New Jersey
$18M +$1.68M +42,374 +10%
RA
81
Rodgers & Associates
Pennsylvania
$17.5M -$638K -16,128 -4%
WCM
82
Windsor Capital Management
Arizona
$17.2M +$296K +7,490 +2%
Jane Street
83
Jane Street
New York
$16.9M +$16.8M +426,142 New
LFAS
84
Level Four Advisory Services
Texas
$15.8M -$409K -10,338 -3%
LFG
85
Larson Financial Group
Missouri
$15.3M +$613K +15,506 +4%
Betterment LLC
86
Betterment LLC
New York
$14.9M +$5.2M +131,614 +54%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$14.7M +$3.46M +87,607 +31%
JFA
88
JNBA Financial Advisors
Minnesota
$14.5M -$85.2K -2,155 -0.6%
EWM
89
Executive Wealth Management
Michigan
$14.3M -$3.96M -100,175 -22%
TF
90
TIAA FSB
Florida
$14.3M +$286K +7,232 +2%
SFP
91
Strategic Financial Partners
Oregon
$14.3M +$1.18M +29,800 +9%
ACM
92
AlphaStar Capital Management
North Carolina
$14M +$2M +50,602 +17%
MPM
93
Meritage Portfolio Management
Kansas
$13.4M -$2.28M -57,657 -15%
HG
94
Harbor Group
New Hampshire
$12.9M +$858K +21,708 +7%
ARC
95
Advisor Resource Council
Texas
$12.9M +$12.9M +325,812 New
PWP
96
Personal Wealth Partners
Minnesota
$12.7M +$674K +17,046 +6%
NL
97
Navalign LLC
California
$12.6M -$165K -4,175 -1%
FWM
98
Foresight Wealth Management
Utah
$12.6M -$134K -3,399 -1%
DWM
99
Doyle Wealth Management
Florida
$12.6M +$3.04M +76,846 +32%
VC
100
Vicus Capital
Pennsylvania
$11.2M +$11.2M +282,960 New