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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$26.3M +$2.92M +67,409 +12%
APP
77
Avantax Planning Partners
Iowa
$25.7M -$525K -12,114 -2%
GLA
78
Good Life Advisors
Pennsylvania
$25.3M +$180K +4,159 +0.7%
SFM
79
Signet Financial Management
New Jersey
$25M +$711K +16,427 +3%
IWA
80
Inspirion Wealth Advisors
Illinois
$25M -$531K -12,256 -2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$23.9M +$4.47M +103,263 +22%
CWA
82
Choice Wealth Advisors
Maine
$23.7M -$361K -8,327 -1%
Northern Trust
83
Northern Trust
Illinois
$23M +$58K +1,340 +0.2%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$22.6M +$77.5K +1,789 +0.3%
RJA
85
Raymond James & Associates
Florida
$22.5M +$241K +5,555 +1%
RA
86
Riversedge Advisors
Delaware
$22.2M +$677K +15,640 +3%
VC
87
Vicus Capital
Pennsylvania
$21.9M +$252K +5,827 +1%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$21.9M +$362K +8,348 +2%
TVAMP
89
Tennessee Valley Asset Management Partners
Tennessee
$21.1M +$414K +9,555 +2%
SWMG
90
Sanchez Wealth Management Group
Florida
$21.1M +$412K +9,503 +2%
MD
91
Money Design
Japan
$21M -$508K -11,737 -2%
FCAS
92
First Command Advisory Services
Texas
$20.8M -$285K -6,591 -1%
SW
93
SteelPeak Wealth
California
$20.5M +$21.5M +496,316 New
RA
94
Rodgers & Associates
Pennsylvania
$19.9M +$1.32M +30,561 +7%
JP Morgan Chase
95
JP Morgan Chase
New York
$19.8M +$917K +21,162 +5%
FLPIM
96
F.L. Putnam Investment Management
Massachusetts
$19.7M +$6.89M +159,118 +50%
LFPWM
97
Leicht Financial Planning & Wealth Management
New Jersey
$19.3M -$453K -10,451 -2%
CF
98
Convergence Financial
Missouri
$18.5M +$277K +6,397 +1%
AWM
99
Avior Wealth Management
Nebraska
$18.5M -$65.3K -1,507 -0.3%
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$18.4M -$83.9K -1,936 -0.4%