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State Street SPDR US Large Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$317M +$49.1M +280,101 +18%
SPWG
2
Syntegra Private Wealth Group
Missouri
$113M -$18.1M -103,303 -14%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$55.4M +$3.12M +17,784 +6%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$51.9M +$1.22M +6,942 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$33.8M -$4.99M -28,438 -13%
LPL Financial
6
LPL Financial
California
$32.3M +$119K +676 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$29.3M +$145K +825 +0.5%
DC
8
Dorval Corp
Minnesota
$21.7M +$700K +3,992 +3%
Bank of America
9
Bank of America
North Carolina
$16.4M +$251K +1,430 +2%
AQR Capital Management
10
AQR Capital Management
Connecticut
$15.6M +$3.37M +19,208 +28%
IC
11
IEQ Capital
California
$15.1M -$3.85M -21,952 -20%
FFS
12
Founders Financial Securities
Maryland
$14.1M +$720K +4,102 +5%
HI
13
Horizon Investments
North Carolina
$14M +$670K +3,822 +5%
IA
14
Integrity Alliance
Iowa
$11.1M -$93.5K -533 -0.8%
Goldman Sachs
15
Goldman Sachs
New York
$10.8M +$8.95M +51,033 +475%
EFG
16
Ethos Financial Group
Pennsylvania
$9.58M +$3M +17,084 +46%
State Street
17
State Street
Massachusetts
$9.46M -$5.02M -28,614 -35%
JP Morgan Chase
18
JP Morgan Chase
New York
$7.88M +$889K +5,066 +13%
TW
19
Tempo Wealth
Ohio
$6.99M +$6.98M +39,818 New
HAG
20
HF Advisory Group
Maryland
$6.03M +$438K +2,498 +8%
VA
21
Valmark Advisers
Ohio
$5.72M +$218K +1,243 +4%
SEI Investments
22
SEI Investments
Pennsylvania
$4.67M +$308K +1,754 +7%
SOS
23
Silver Oak Securities
Tennessee
$4.03M +$3.99M +22,746 New
JAG
24
Journey Advisory Group
Kentucky
$3.8M +$67K +382 +2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$3.57M -$30.5K -174 -0.9%