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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Perennial Investment Advisors
California
$47.6M -$597K -10,299 -1%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$46.4M -$445K -7,663 -0.9%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$46M -$5.34M -92,115 -10%
BWG
79
Balanced Wealth Group
Ohio
$45.8M +$1.21M +20,847 +3%
CIM
80
Confluence Investment Management
Missouri
$44.7M +$10.8M +186,565 +31%
CC
81
Courier Capital
New York
$44.4M +$3.43M +59,146 +8%
AF
82
Arrow Financial
New York
$44.2M -$109K -1,874 -0.2%
TFGT
83
TS Financial Group (TSFG)
Illinois
$44.1M +$6.49M +111,832 +17%
TVAMP
84
Tennessee Valley Asset Management Partners
Tennessee
$42.4M +$849K +14,628 +2%
MA
85
MONECO Advisors
Connecticut
$42.1M +$2.78M +47,955 +7%
AWM
86
Avior Wealth Management
Nebraska
$41.8M +$2.84M +49,038 +7%
AI
87
Accredited Investors
Minnesota
$40.9M -$574K -9,903 -1%
SFP
88
Shepherd Financial Partners
Massachusetts
$40.3M +$1.13M +19,446 +3%
CI
89
Constellation Investments
Ohio
$40.3M
VC
90
Vicus Capital
Pennsylvania
$40.3M -$1.16M -20,000 -3%
EFL
91
ERn Financial LLC
Wisconsin
$39.5M +$1.29M +22,241 +3%
Creative Planning
92
Creative Planning
Kansas
$39.4M +$231K +3,987 +0.6%
GIA
93
Gladstone Institutional Advisory
Florida
$38.3M -$978K -16,867 -2%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$37.9M -$1.09M -18,864 -3%
AWA
95
Alta Wealth Advisors
Massachusetts
$36.3M +$2.72M +46,912 +8%
HSWS
96
Higgins & Schmidt Wealth Strategies
Colorado
$36.2M +$1.36M +23,483 +4%
WCAMG
97
Woodard & Company Asset Management Group
North Carolina
$36.2M -$364K -6,276 -1%
GVAG
98
Great Valley Advisor Group
Delaware
$35.2M +$3.06M +52,766 +9%
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$35.1M +$1.91M +32,912 +6%
WFPG
100
Waller Financial Planning Group
Ohio
$33.7M +$1.52M +26,229 +5%