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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
101
Flagship Harbor Advisors
Massachusetts
$10M +$6.1M +168,649 +177%
JWS
102
Juncture Wealth Strategies
Arizona
$9.82M -$2.47M -68,333 -21%
EFL
103
ERn Financial LLC
Wisconsin
$9.77M -$265K -7,332 -3%
Betterment LLC
104
Betterment LLC
New York
$9.3M -$3.32M -91,874 -27%
DWM
105
Doyle Wealth Management
Florida
$9.14M +$1.92M +53,004 +28%
PWPS
106
Pinnacle Wealth Planning Services
Ohio
$8.61M -$1.72M -47,466 -16%
Mariner
107
Mariner
Kansas
$8.54M +$705K +19,503 +9%
AWM
108
Avior Wealth Management
Nebraska
$8.02M +$2.22M +61,462 +41%
DI
109
Diligent Investors
California
$7.98M +$237K +6,566 +3%
AssetMark Inc
110
AssetMark Inc
California
$7.63M +$7.2M +199,198 +9,339%
WI
111
WrapManager Inc
California
$7.62M -$532K -14,716 -7%
SC
112
Savant Capital
Illinois
$7.61M +$25.7K +712 +0.4%
PFG
113
Pacific Financial Group
Washington
$7.56M +$2.75M +76,058 +62%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$7.5M +$3.55M +98,095 +98%
SCM
115
Southport Capital Management
Tennessee
$7.44M +$761K +21,056 +12%
MML Investors Services
116
MML Investors Services
Massachusetts
$7.38M +$119K +3,286 +2%
LBC
117
Lowe Brockenbrough & Co
Virginia
$7M +$263K +7,273 +4%
KWM
118
Kingsview Wealth Management
Oregon
$7M +$176K +4,872 +3%
WFA
119
Wells Financial Advisors
Massachusetts
$7M +$5.06M +139,792 +312%
SFG
120
StrategIQ Financial Group
Indiana
$6.81M +$459K +12,706 +8%
WFPG
121
Waller Financial Planning Group
Ohio
$6.76M -$370K -10,225 -5%
CI
122
CX Institutional
Indiana
$6.52M -$4.04M -111,764 -39%
FPIS
123
Financial Planning & Information Services
Wisconsin
$6.43M +$121K +3,339 +2%
PA
124
Probity Advisors
Texas
$5.91M +$5.64M +155,942 New
RWMH
125
Riverpoint Wealth Management Holdings
Illinois
$5.81M +$1.6M +44,188 +41%