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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
$20.7M +$1.04M +26,093 +5%
SWMG
77
Sanchez Wealth Management Group
Florida
$19.9M +$466K +11,677 +2%
PAG
78
Private Advisor Group
New Jersey
$19.7M +$2.05M +51,290 +11%
PFA
79
Pure Financial Advisors
California
$18.6M +$340K +8,502 +2%
FA
80
Freestate Advisors
Kansas
$18.4M +$165K +4,125 +0.9%
MAS
81
Managed Account Services
Florida
$18.4M -$2.31M -57,776 -11%
MPM
82
Meritage Portfolio Management
Kansas
$18.2M +$5.13M +128,436 +38%
RA
83
Rodgers & Associates
Pennsylvania
$17.5M +$203K +5,072 +1%
WCM
84
Windsor Capital Management
Arizona
$17.3M +$352K +8,807 +2%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$16.2M +$1.77M +44,324 +12%
DWM
86
Doyle Wealth Management
Florida
$16.2M +$3.84M +96,285 +30%
LFG
87
Larson Financial Group
Missouri
$15.8M +$686K +17,174 +4%
SFP
88
Strategic Financial Partners
Oregon
$14.5M +$488K +12,209 +3%
TF
89
TIAA FSB
Florida
$14.5M +$441K +11,041 +3%
PWP
90
Personal Wealth Partners
Minnesota
$14.2M +$1.77M +44,366 +14%
JFA
91
JNBA Financial Advisors
Minnesota
$14.1M -$145K -3,641 -1%
OCM
92
One Capital Management
California
$14.1M +$9.82M +245,872 +211%
EWM
93
Executive Wealth Management
Michigan
$14.1M -$1.8K -45 -0%
FWM
94
Foresight Wealth Management
Utah
$13.9M +$1.5M +37,679 +12%
ACA
95
Ackerman Capital Advisors
Texas
$13.8M +$4.31M +107,979 +44%
HG
96
Harbor Group
New Hampshire
$12.6M -$105K -2,619 -0.8%
NL
97
Navalign LLC
California
$12.3M -$171K -4,289 -1%
AWM
98
Avior Wealth Management
Nebraska
$12.1M +$1.71M +42,915 +16%
Mariner
99
Mariner
Kansas
$11.9M +$3.03M +75,974 +33%
VC
100
Vicus Capital
Pennsylvania
$11.8M +$755K +18,913 +7%