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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 782 M +USD 206 M +1,995,326 +39%
Financial Engines Advisors
2
Financial Engines Advisors
California
USD 113 M -USD 4.58 M -44,483 -4%
Cannon Financial Strategists
3
Cannon Financial Strategists
Georgia
USD 109 M -USD 713 k -6,917 -0.7%
Bank of America
4
Bank of America
North Carolina
USD 105 M -USD 8.67 M -84,115 -8%
NorthRock Partners
5
NorthRock Partners
Minnesota
USD 91 M +USD 3.73 M +36,181 +5%
Pacific Life Fund Advisors
6
Pacific Life Fund Advisors
California
USD 61.7 M +USD 58.3 M +565,677 Nuevas
Morgan Stanley
7
Morgan Stanley
New York
USD 60.7 M -USD 13.5 k -131 -0%
Ameriprise
8
Ameriprise
Minnesota
USD 59.6 M -USD 5.27 M -51,117 -9%
Convergence Financial
9
Convergence Financial
Missouri
USD 41.6 M +USD 18.6 M +180,516 +90%
Goelzer Investment Management
10
Goelzer Investment Management
Indiana
USD 40.9 M -USD 42.9 M -416,501 -53%
WWA
11
WCG Wealth Advisors
Nevada
USD 40.1 M -USD 1.31 M -12,744 -3%
Creative Planning
12
Creative Planning
Kansas
USD 35.4 M -USD 3.13 M -30,408 -9%
Rodgers & Associates
13
Rodgers & Associates
Pennsylvania
USD 35.2 M -USD 130 k -1,263 -0.4%
Equitable Holdings
14
Equitable Holdings
New York
USD 34.8 M +USD 1.9 M +18,396 +6%
Fragasso Financial Advisors
15
Fragasso Financial Advisors
Pennsylvania
USD 33.3 M -USD 494 k -4,794 -2%
DJFS
16
Dean Jacobson Financial Services
Texas
USD 31.5 M -USD 235 k -2,280 -0.8%
Cerity Partners
17
Cerity Partners
New York
USD 30.6 M -USD 548 k -5,324 -2%
Klingman & Associates
18
Klingman & Associates
New York
USD 30.5 M -USD 117 k -1,132 -0.4%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
USD 30.5 M +USD 2.29 M +22,277 +9%
Brandywine Oak Private Wealth
20
Brandywine Oak Private Wealth
Pennsylvania
USD 30.4 M -USD 680 k -6,597 -2%
Evensky & Katz
21
Evensky & Katz
Florida
USD 27.8 M -USD 1.27 M -12,356 -5%
Waverly Advisors
22
Waverly Advisors
Alabama
USD 25.2 M -USD 493 k -4,785 -2%
Morningstar Investment Management
23
Morningstar Investment Management
Illinois
USD 24.2 M – – –
Osaic Holdings
24
Osaic Holdings
Arizona
USD 23.9 M -USD 871 k -8,457 -4%
Canandaigua National Bank & Trust
25
Canandaigua National Bank & Trust
New York
USD 23.9 M +USD 22.6 M +219,319 Nuevas
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