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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
76
Facet Wealth Inc
Maryland
$39.2M -$178K -4,116 -0.5%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$38.2M +$10.3M +239,659 +41%
Prudential Financial
78
Prudential Financial
New Jersey
$35M +$2.51M +58,126 +8%
BW
79
BIP Wealth
Georgia
$34.6M -$1.75M -40,686 -5%
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$33.7M -$1.02M -23,663 -3%
CFD
81
Creative Financial Designs
Indiana
$32.4M +$2.49M +57,804 +9%
APP
82
Avantax Planning Partners
Iowa
$32.2M +$2.94M +68,116 +11%
Corient Private Wealth
83
Corient Private Wealth
Florida
$32M -$800K -18,548 -3%
BWG
84
Balanced Wealth Group
Ohio
$30M +$27.7M +642,534 New
IWM
85
IHT Wealth Management
Illinois
$29.5M -$1.58M -36,553 -5%
MML Investors Services
86
MML Investors Services
Massachusetts
$28.4M +$7.25M +168,022 +38%
SFM
87
Signet Financial Management
New Jersey
$28.3M +$101K +2,353 +0.4%
IWA
88
Inspirion Wealth Advisors
Illinois
$28M -$399K -9,259 -2%
RJA
89
Raymond James & Associates
Florida
$27.5M +$1.9M +44,161 +8%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$27.5M +$2.52M +58,425 +11%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$27.3M +$1.68M +38,914 +7%
WCAMG
92
Woodard & Company Asset Management Group
North Carolina
$26.9M -$6.21M -143,955 -20%
Northern Trust
93
Northern Trust
Illinois
$25.9M -$40.5K -940 -0.2%
BCM
94
Brookstone Capital Management
Illinois
$25.8M -$4.21M -97,605 -15%
CWA
95
Choice Wealth Advisors
Maine
$25.6M -$1.08M -24,936 -4%
MPM
96
Meritage Portfolio Management
Kansas
$25.1M +$13.1M +303,892 +129%
RA
97
Riversedge Advisors
Delaware
$25M -$59.4K -1,377 -0.3%
FCAS
98
First Command Advisory Services
Texas
$24.2M +$680K +15,759 +3%
VC
99
Vicus Capital
Pennsylvania
$24.1M -$601K -13,936 -3%
SWMG
100
Sanchez Wealth Management Group
Florida
$23.3M -$473K -10,970 -2%