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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
1
NorthRock Partners
Minnesota
$135M +$7.58M +83,282 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$117M -$3.69M -40,551 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$117M +$2.87M +31,591 +3%
LPL Financial
4
LPL Financial
California
$116M +$12.8M +141,132 +13%
AWM
5
AE Wealth Management
Kansas
$99.8M +$8.32M +91,417 +10%
APP
6
Avantax Planning Partners
Iowa
$90.3M +$3.09M +33,999 +4%
LFS
7
Lutz Financial Services
Nebraska
$78.7M +$2.16M +23,727 +3%
Morgan Stanley
8
Morgan Stanley
New York
$63.7M -$4.99M -54,789 -8%
FWP
9
FAS Wealth Partners
Kansas
$62.6M +$3.16M +34,679 +6%
PLFA
10
Pacific Life Fund Advisors
California
$56.7M +$54.4M +598,104 New
TCIIS
11
TIAA-CREF Individual & Institutional Services
New York
$47.4M -$458K -5,037 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$40.2M +$1.27M +13,998 +3%
CF
13
Convergence Financial
Missouri
$40M -$16.3M -179,243 -30%
EH
14
Equitable Holdings
New York
$37.9M +$2.91M +32,000 +9%
FNT
15
First National Trust
Pennsylvania
$37.1M +$741K +8,145 +2%
FPF
16
First Pacific Financial
Washington
$34.7M -$69.3K -762 -0.2%
CNBT
17
Canandaigua National Bank & Trust
New York
$33.6M +$32.3M +354,651 New
Wells Fargo
18
Wells Fargo
California
$33.4M -$8.87M -97,439 -22%
KA
19
Klingman & Associates
New York
$32.3M -$2.67M -29,321 -8%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$28.3M +$2.9M +31,883 +12%
HighTower Advisors
21
HighTower Advisors
Illinois
$27.9M -$1.26M -13,804 -4%
GIA
22
GHP Investment Advisors
Colorado
$27.5M +$429K +4,717 +2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$24.6M +$4.76M +52,369 +25%
WWA
24
WCG Wealth Advisors
Nevada
$23.9M +$265K +2,912 +1%
RA
25
Rodgers & Associates
Pennsylvania
$20.9M +$106K +1,170 +0.5%