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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$20.6M +$6.46M +170,197 +40%
IWM
77
IHT Wealth Management
Illinois
$20.5M -$20.9M -550,204 -48%
AIA
78
Alera Investment Advisors
Illinois
$20M +$1.13M +29,847 +5%
EDRIA
79
Edmonds Duncan Registered Investment Advisors
Kansas
$18.9M +$424K +11,182 +2%
LFG
80
Larson Financial Group
Missouri
$17M +$645K +16,992 +4%
ACM
81
AlphaStar Capital Management
North Carolina
$17M -$20.9M -550,888 -53%
SWMG
82
Sanchez Wealth Management Group
Florida
$17M -$1.27M -33,452 -6%
MPM
83
Meritage Portfolio Management
Kansas
$16.8M +$7.43M +195,744 +67%
WWM
84
Western Wealth Management
Colorado
$16.7M +$943K +24,865 +5%
RIM
85
Redwood Investment Management
Arizona
$16.2M -$734K -19,356 -4%
DWM
86
Doyle Wealth Management
Florida
$16M -$84.1K -2,218 -0.5%
GLA
87
Good Life Advisors
Pennsylvania
$16M +$2.87M +75,728 +20%
RA
88
Riversedge Advisors
Delaware
$16M -$2.49M -65,735 -12%
RA
89
Rodgers & Associates
Pennsylvania
$15.7M +$363K +9,555 +2%
WCM
90
Windsor Capital Management
Arizona
$15.6M +$155K +4,090 +0.9%
M&T Bank
91
M&T Bank
New York
$15.3M -$597K -15,729 -3%
CAN
92
Cetera Advisor Networks
California
$15.2M +$72.2K +1,904 +0.4%
VC
93
Vicus Capital
Pennsylvania
$15.2M +$717K +18,911 +4%
GKWIM
94
Gerber Kawasaki Wealth & Investment Management
California
$15.2M +$1.93M +50,898 +13%
SFP
95
Strategic Financial Partners
Oregon
$15M -$2.7M -71,173 -14%
PFA
96
Pure Financial Advisors
California
$14.5M -$1.25M -32,949 -7%
OCM
97
One Capital Management
California
$14.5M +$337K +8,871 +2%
FHA
98
Flagship Harbor Advisors
Massachusetts
$14.2M -$3.49M -91,950 -18%
SA
99
Sunesis Advisors
Kansas
$14M – – –
AWM
100
Avior Wealth Management
Nebraska
$13.9M +$989K +26,061 +7%