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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NorthRock Partners
1
NorthRock Partners
Minnesota
USD 135 M +USD 7.58 M +83,282 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
USD 117 M -USD 3.69 M -40,551 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
USD 117 M +USD 2.87 M +31,591 +3%
LPL Financial
4
LPL Financial
California
USD 116 M +USD 12.8 M +141,132 +13%
AE Wealth Management
5
AE Wealth Management
Kansas
USD 100 M +USD 8.32 M +91,417 +10%
Avantax Planning Partners
6
Avantax Planning Partners
Iowa
USD 90.3 M +USD 3.09 M +33,999 +4%
Lutz Financial Services
7
Lutz Financial Services
Nebraska
USD 78.7 M +USD 2.16 M +23,727 +3%
Morgan Stanley
8
Morgan Stanley
New York
USD 63.7 M -USD 4.99 M -54,789 -8%
FAS Wealth Partners
9
FAS Wealth Partners
Kansas
USD 62.6 M +USD 3.16 M +34,679 +6%
Pacific Life Fund Advisors
10
Pacific Life Fund Advisors
California
USD 56.7 M +USD 54.4 M +598,104 Nuevas
TIAA-CREF Individual & Institutional Services
11
TIAA-CREF Individual & Institutional Services
New York
USD 47.4 M -USD 458 k -5,037 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
USD 40.2 M +USD 1.27 M +13,998 +3%
Convergence Financial
13
Convergence Financial
Missouri
USD 40 M -USD 16.3 M -179,243 -30%
Equitable Holdings
14
Equitable Holdings
New York
USD 37.9 M +USD 2.91 M +32,000 +9%
First National Trust
15
First National Trust
Pennsylvania
USD 37.1 M +USD 741 k +8,145 +2%
First Pacific Financial
16
First Pacific Financial
Washington
USD 34.7 M -USD 69.3 k -762 -0.2%
Canandaigua National Bank & Trust
17
Canandaigua National Bank & Trust
New York
USD 33.6 M +USD 32.3 M +354,651 Nuevas
Wells Fargo
18
Wells Fargo
California
USD 33.4 M -USD 8.87 M -97,439 -22%
Klingman & Associates
19
Klingman & Associates
New York
USD 32.3 M -USD 2.67 M -29,321 -8%
Jones Financial Companies
20
Jones Financial Companies
Missouri
USD 28.3 M +USD 2.9 M +31,883 +12%
HighTower Advisors
21
HighTower Advisors
Illinois
USD 27.9 M -USD 1.26 M -13,804 -4%
GHP Investment Advisors
22
GHP Investment Advisors
Colorado
USD 27.5 M +USD 429 k +4,717 +2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
USD 24.6 M +USD 4.76 M +52,369 +25%
WWA
24
WCG Wealth Advisors
Nevada
USD 23.9 M +USD 265 k +2,912 +1%
Rodgers & Associates
25
Rodgers & Associates
Pennsylvania
USD 20.9 M +USD 106 k +1,170 +0.5%
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