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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
$318M -$3.68M -20,191 -1%
SPWG
2
Syntegra Private Wealth Group
Missouri
$114M -$792K -4,347 -0.7%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$55.1M -$1.2M -6,590 -2%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$53.9M +$1.36M +7,466 +3%
LPL Financial
5
LPL Financial
California
$33.2M +$433K +2,376 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$33.2M -$1.18M -6,453 -3%
Morgan Stanley
7
Morgan Stanley
New York
$30.2M +$463K +2,539 +2%
DC
8
Dorval Corp
Minnesota
$22.4M +$437K +2,398 +2%
HI
9
Horizon Investments
North Carolina
$21.6M +$7.62M +41,822 +53%
Ameriprise
10
Ameriprise
Minnesota
$20.4M +$20.2M +111,046 +3,047%
AQR Capital Management
11
AQR Capital Management
Connecticut
$19.1M +$3.41M +18,706 +21%
Bank of America
12
Bank of America
North Carolina
$16.8M +$177K +969 +1%
IC
13
IEQ Capital
California
$15.1M -$216K -1,186 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$12.7M +$4.96M +27,194 +61%
IA
15
Integrity Alliance
Iowa
$11.4M +$197K +1,083 +2%
FFS
16
Founders Financial Securities
Maryland
$11.1M -$3.48M -19,117 -24%
EFG
17
Ethos Financial Group
Pennsylvania
$10.6M +$992K +5,443 +10%
VA
18
Valmark Advisers
Ohio
$9.31M +$3.59M +19,714 +61%
State Street
19
State Street
Massachusetts
$9.21M -$394K -2,163 -4%
First Trust Advisors
20
First Trust Advisors
Illinois
$7.99M +$8.18M +44,887 New
TW
21
Tempo Wealth
Ohio
$7.09M +$911 +5 +0%
HAG
22
HF Advisory Group
Maryland
$6.23M +$109K +596 +2%
SEI Investments
23
SEI Investments
Pennsylvania
$4.48M -$265K -1,452 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$4.28M +$2.21M +12,103 +101%
SMA
25
Sage Mountain Advisors
Georgia
$3.38M