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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$25.6M +$18.9M +459,132 +296%
5L
77
55I LLC
Massachusetts
$25.1M -$6.77M -164,229 -21%
RA
78
Riversedge Advisors
Delaware
$24.2M -$675K -16,357 -3%
EDRIA
79
Edmonds Duncan Registered Investment Advisors
Kansas
$24.1M +$337K +8,172 +1%
MD
80
Money Design
Japan
$24M +$432K +10,484 +2%
CIM
81
Confluence Investment Management
Missouri
$22M -$8.24M -199,816 -28%
SWMG
82
Sanchez Wealth Management Group
Florida
$21.7M +$348K +8,445 +2%
AIA
83
Angeles Investment Advisors
California
$21.5M -$15.5M -376,112 -42%
TF
84
TIAA FSB
Florida
$20.9M +$5.11M +123,806 +33%
Mariner
85
Mariner
Kansas
$20.7M +$7.14M +173,167 +54%
GVAG
86
Great Valley Advisor Group
Delaware
$20.5M +$2.47M +59,953 +14%
JCM
87
Jacobi Capital Management
Pennsylvania
$20.3M +$19.5M +473,100 +3,663%
PSUF
88
People's United Financial
Connecticut
$20.1M -$414K -10,034 -2%
DWM
89
Doyle Wealth Management
Florida
$19.5M -$137K -3,315 -0.7%
Goldman Sachs
90
Goldman Sachs
New York
$19.3M +$15.2M +367,643 +393%
PFA
91
Pure Financial Advisors
California
$18.9M -$1.32M -31,984 -7%
WCM
92
Windsor Capital Management
Arizona
$18.9M +$95.9K +2,325 +0.5%
LFG
93
Larson Financial Group
Missouri
$18.9M +$908K +22,009 +5%
RA
94
Rodgers & Associates
Pennsylvania
$18.6M -$246K -5,956 -1%
WWM
95
Western Wealth Management
Colorado
$18.3M +$13M +314,828 +254%
CAN
96
Cetera Advisor Networks
California
$17.3M +$3.2M +77,666 +23%
ACA
97
Ackerman Capital Advisors
Texas
$17.2M +$2.53M +61,260 +17%
SA
98
Sunesis Advisors
Kansas
$17M +$16.8M +408,295 New
EWM
99
Executive Wealth Management
Michigan
$16.7M +$1.56M +37,718 +10%
PWP
100
Personal Wealth Partners
Minnesota
$16.7M +$1.59M +38,435 +11%