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State Street SPDR US Large Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$61.8M +$1.56M +10,889 +3%
LPL Financial
2
LPL Financial
California
$28M +$6.27M +43,777 +31%
FAT
3
First American Trust
California
$21.7M +$2.2M +15,347 +12%
Morgan Stanley
4
Morgan Stanley
New York
$20.3M +$86K +600 +0.4%
Ameriprise
5
Ameriprise
Minnesota
$19.7M -$42K -293 -0.2%
Bank of America
6
Bank of America
North Carolina
$14.3M -$17.8M -123,893 -57%
AF
7
Advisornet Financial
Minnesota
$14.3M -$43.1K -301 -0.3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$12.9M +$412K +2,875 +3%
AIP
9
Almanack Investment Partners
Pennsylvania
$12.9M +$12.2M +85,298 New
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$12.2M +$896K +6,256 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.8M +$142K +991 +1%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$8.99M +$1.2M +8,406 +16%
AWM
13
AE Wealth Management
Kansas
$8.94M +$6.3M +43,954 +286%
AWA
14
ARQ Wealth Advisors
Arizona
$7.25M -$1.4M -9,805 -17%
MMA
15
Miracle Mile Advisors
California
$6.86M +$140K +977 +2%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.56M +$1.37M +9,533 +46%
FHA
17
Flagship Harbor Advisors
Massachusetts
$3.61M +$3.43M +23,947 New
GM
18
GeoWealth Management
Illinois
$3.38M +$1.08M +7,513 +50%
BTWM
19
Baker Tilly Wealth Management
Wisconsin
$3.31M -$252K -1,756 -7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.05M +$498K +3,477 +21%
SMA
21
Sage Mountain Advisors
Georgia
$2.92M +$2.78M +19,407 New
TLFA
22
True Link Financial Advisors
California
$2.74M
IMC Chicago
23
IMC Chicago
Illinois
$2.57M -$880K -6,139 -26%
RMA
24
Roffman Miller Associates
Pennsylvania
$2.57M +$7.88K +55 +0.3%
Goldman Sachs
25
Goldman Sachs
New York
$2.33M +$779K +5,436 +54%