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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$349M +$72.1M +1,343,739 +27%
FWP
2
FAS Wealth Partners
Kansas
$26.6M +$20.2M +377,143 +321%
KF
3
Krilogy Financial
Missouri
$21M +$311K +5,803 +2%
AA
4
Advisory Alpha
Michigan
$16.2M +$1.29M +23,962 +8%
MWA
5
MFA Wealth Advisors
Pennsylvania
$10.9M +$11.2M +209,120 +2,831%
GIA
6
GHP Investment Advisors
Colorado
$9.12M +$212K +3,946 +2%
ML
7
McAdam LLC
Pennsylvania
$8.94M +$646K +12,050 +8%
FNT
8
First National Trust
Pennsylvania
$8.29M +$1.65M +30,771 +25%
UBS Group
9
UBS Group
Switzerland
$7.66M +$1.42M +26,457 +23%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$7.15M +$3.79M +70,601 +113%
RJA
11
Raymond James & Associates
Florida
$6.71M +$381K +7,103 +6%
Morgan Stanley
12
Morgan Stanley
New York
$6.21M -$60.8K -1,134 -1%
ADL
13
Asset Dedication LLC
California
$5.72M +$551K +10,270 +11%
Bank of America
14
Bank of America
North Carolina
$4.52M +$409K +7,621 +10%
SEIA
15
Signature Estate & Investment Advisors
California
$4.45M -$3.59K -67 -0.1%
RWA
16
Redhawk Wealth Advisors
Minnesota
$4.43M +$4.42M +82,489 New
HA
17
Harborview Advisors
Maine
$4.33M -$145K -2,708 -3%
APP
18
Avantax Planning Partners
Iowa
$3.95M +$279K +5,195 +8%
SAM
19
Stringer Asset Management
Tennessee
$3.42M +$126K +2,342 +4%
SFM
20
Signet Financial Management
New Jersey
$3.19M +$1.02M +19,029 +47%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.15M +$69.4K +1,294 +2%
FIM
22
Freedom Investment Management
Connecticut
$3.01M -$125K -2,327 -4%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.84M +$2.84M +52,879 New
Axa
24
Axa
France
$2.48M
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.46M +$986K +18,375 +67%