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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
$23.1M +$687K +16,830 +3%
SWMG
77
Sanchez Wealth Management Group
Florida
$21.5M -$29.8K -731 -0.1%
PSUF
78
People's United Financial
Connecticut
$20.7M -$3.99M -97,812 -17%
PFA
79
Pure Financial Advisors
California
$20.4M +$319K +7,811 +2%
DWM
80
Doyle Wealth Management
Florida
$19.7M +$2.28M +55,930 +14%
RA
81
Rodgers & Associates
Pennsylvania
$19M +$189K +4,632 +1%
WCM
82
Windsor Capital Management
Arizona
$18.9M +$288K +7,050 +2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$18.5M +$936K +22,940 +6%
GVAG
84
Great Valley Advisor Group
Delaware
$18.1M +$10.4M +255,517 +145%
LFG
85
Larson Financial Group
Missouri
$18M +$1.05M +25,640 +6%
DCM
86
Dupont Capital Management
Delaware
$17.7M +$12.6M +308,298 +270%
OCM
87
One Capital Management
California
$17.4M +$2.11M +51,593 +14%
RIM
88
Redwood Investment Management
Arizona
$17.2M +$16.7M +409,303 New
ARC
89
Advisor Resource Council
Texas
$16.9M +$16.2M +395,813 +5,432%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$16.8M +$16.3M +398,901 New
TF
91
TIAA FSB
Florida
$15.8M +$178K +4,361 +1%
EWM
92
Executive Wealth Management
Michigan
$15.2M +$26.5K +650 +0.2%
PWP
93
Personal Wealth Partners
Minnesota
$15.1M -$195K -4,783 -1%
JFA
94
JNBA Financial Advisors
Minnesota
$15.1M -$100K -2,461 -0.7%
VC
95
Vicus Capital
Pennsylvania
$15M +$2.31M +56,538 +19%
FWM
96
Foresight Wealth Management
Utah
$14.9M -$92.9K -2,277 -0.6%
ACA
97
Ackerman Capital Advisors
Texas
$14.7M -$103K -2,526 -0.7%
HG
98
Harbor Group
New Hampshire
$14.3M +$687K +16,819 +5%
TFA
99
TPG Financial Advisors
Oregon
$14.3M +$3.47M +85,088 +33%
CAN
100
Cetera Advisor Networks
California
$14.1M +$8.7M +213,244 +173%