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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.16M -$671K -7,047 -10%
CAL
2
Capital Analysts LLC
Pennsylvania
$5.63M +$624K +6,553 +13%
DWM
3
Darwin Wealth Management
Florida
$3.51M +$3.45M +36,195 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.1M +$1.69M +17,780 +125%
Citadel Advisors
5
Citadel Advisors
Florida
$2.99M +$2.94M +30,853 New
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$2.52M +$291K +3,053 +13%
RMA
7
Roffman Miller Associates
Pennsylvania
$1.6M +$1.57M +16,469 New
IFWM
8
Institute for Wealth Management
Colorado
$1.46M +$33.1K +347 +2%
TC
9
Trilogy Capital
California
$1.3M +$1.27M +13,362 New
CA
10
Cetera Advisors
Colorado
$1.27M -$47.6K -500 -4%
Ameriprise
11
Ameriprise
Minnesota
$1.27M +$456K +4,784 +58%
LPL Financial
12
LPL Financial
California
$945K +$101K +1,057 +12%
Jane Street
13
Jane Street
New York
$858K -$1.87M -19,666 -69%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$654K -$134K -1,403 -17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$545K +$159K +1,672 +42%
SHIM
16
Stone House Investment Management
Pennsylvania
$440K +$432K +4,530 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$423K +$1.05K +11 +0.3%
Axa
18
Axa
France
$421K – – –
BAM
19
Belpointe Asset Management
Nevada
$421K +$413K +4,333 New
Wells Fargo
20
Wells Fargo
California
$333K -$10.5K -110 -3%
Bank of America
21
Bank of America
North Carolina
$303K -$26.2K -275 -8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$287K -$7.33K -77 -3%
SPIA
23
Steward Partners Investment Advisory
New York
$272K +$92.4K +970 +53%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$265K +$60.1K +631 +28%
UBS Group
25
UBS Group
Switzerland
$257K +$46.3K +486 +22%
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