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icono de SLYV

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

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 203 M +USD 7.85 M +98,789 +4%
LPL Financial
2
LPL Financial
California
USD 112 M +USD 4.6 M +57,980 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
USD 106 M +USD 2.1 M +26,478 +2%
Ameriprise
4
Ameriprise
Minnesota
USD 100 M +USD 4.31 M +54,224 +4%
Cannon Financial Strategists
5
Cannon Financial Strategists
Georgia
USD 71.3 M +USD 3.7 M +46,573 +5%
Cerity Partners
6
Cerity Partners
New York
USD 67.5 M +USD 1.78 M +22,402 +3%
Goelzer Investment Management
7
Goelzer Investment Management
Indiana
USD 65.7 M +USD 2.06 M +25,948 +3%
NorthRock Partners
8
NorthRock Partners
Minnesota
USD 56.4 M +USD 2.24 M +28,208 +4%
Financial Planning & Information Services
9
Financial Planning & Information Services
Wisconsin
USD 51.1 M +USD 1.64 M +20,668 +3%
Morningstar Investment Services
10
Morningstar Investment Services
Illinois
USD 47.5 M +USD 5.45 M +68,634 +13%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 43.3 M +USD 26.3 M +331,607 +150%
Creative Planning
12
Creative Planning
Kansas
USD 37.4 M -USD 76.6 k -965 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 37.2 M +USD 8.61 M +108,380 +30%
Wells Fargo
14
Wells Fargo
California
USD 28 M -USD 494 k -6,220 -2%
Equitable Holdings
15
Equitable Holdings
New York
USD 27.9 M -USD 1.53 M -19,277 -5%
Avior Wealth Management
16
Avior Wealth Management
Nebraska
USD 27.7 M +USD 1.81 M +22,815 +7%
Trilogy Capital
17
Trilogy Capital
California
USD 26.7 M +USD 772 k +9,718 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 25.9 M -USD 11.6 M -145,558 -31%
Evensky & Katz
19
Evensky & Katz
Florida
USD 24.5 M -USD 229 k -2,879 -0.9%
Rodgers & Associates
20
Rodgers & Associates
Pennsylvania
USD 23.2 M +USD 282 k +3,553 +1%
Dean Jacobson Financial Services
21
Dean Jacobson Financial Services
Texas
USD 22.6 M +USD 283 k +3,567 +1%
American Financial Advisors
22
American Financial Advisors
Georgia
USD 21.5 M +USD 235 k +2,958 +1%
Buckingham Strategic Wealth
23
Buckingham Strategic Wealth
Missouri
USD 21.3 M +USD 934 k +11,759 +5%
Morgan Stanley
24
Morgan Stanley
New York
USD 21.1 M -USD 1.14 M -14,385 -5%
Brandywine Oak Private Wealth
25
Brandywine Oak Private Wealth
Pennsylvania
USD 20.2 M +USD 1.95 M +24,518 +11%
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