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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
76
Founders Financial Securities
Maryland
$24M +$326K +8,519 +1%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$23.9M -$17.7M -462,172 -43%
CWA
78
Choice Wealth Advisors
Maine
$23.3M -$385K -10,064 -2%
MD
79
Money Design
Japan
$22.7M -$1.24M -32,263 -5%
APP
80
Avantax Planning Partners
Iowa
$22.7M -$6.58M -171,911 -23%
SFM
81
Signet Financial Management
New Jersey
$22.1M -$3.09M -80,666 -12%
GKWIM
82
Gerber Kawasaki Wealth & Investment Management
California
$21.8M +$4.62M +120,712 +27%
PIM
83
Parker Investment Management
California
$21.6M +$21.3M +556,177 New
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$20.9M -$400K -10,452 -2%
ACA
85
Ackerman Capital Advisors
Texas
$20.7M -$5.58M -145,683 -21%
FHA
86
Flagship Harbor Advisors
Massachusetts
$20.6M +$4.55M +118,884 +29%
GLA
87
Good Life Advisors
Pennsylvania
$20.3M +$2.2M +57,531 +12%
Goldman Sachs
88
Goldman Sachs
New York
$20.1M -$6.44M -168,194 -25%
RA
89
Riversedge Advisors
Delaware
$19.7M +$1.62M +42,280 +9%
SWMG
90
Sanchez Wealth Management Group
Florida
$19.2M +$26K +680 +0.1%
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$19.1M +$5.5M +143,507 +41%
MML Investors Services
92
MML Investors Services
Massachusetts
$19M +$5.65M +147,599 +43%
LFG
93
Larson Financial Group
Missouri
$18.2M -$939K -24,516 -5%
VC
94
Vicus Capital
Pennsylvania
$17.6M +$389K +10,164 +2%
WCM
95
Windsor Capital Management
Arizona
$17.3M -$261K -6,802 -2%
RA
96
Rodgers & Associates
Pennsylvania
$17.3M -$444K -11,585 -3%
AWS
97
Atria Wealth Solutions
New York
$17M +$6.98M +182,145 +72%
MPM
98
Meritage Portfolio Management
Kansas
$16.8M -$2.11M -55,176 -11%
AWM
99
Avior Wealth Management
Nebraska
$16.5M +$873K +22,789 +6%
RJA
100
Raymond James & Associates
Florida
$16.5M +$3M +78,262 +23%