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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
$272M -$15.6M -318,497 -5%
TC
2
TownSquare Capital
Utah
$23.9M +$23.4M +476,552 New
FWP
3
FAS Wealth Partners
Kansas
$23.5M +$1.76M +35,831 +7%
KF
4
Krilogy Financial
Missouri
$18.3M +$1.15M +23,358 +6%
CCP
5
Cardan Capital Partners
Colorado
$11M +$12.2M +248,015 New
MWA
6
MFA Wealth Advisors
Pennsylvania
$10.1M +$559K +11,387 +5%
V
7
Veritable
Delaware
$9.3M +$10.3M +209,690 New
Morgan Stanley
8
Morgan Stanley
New York
$8.58M +$3.82M +77,749 +67%
ML
9
McAdam LLC
Pennsylvania
$8.52M +$1.18M +23,957 +14%
FNT
10
First National Trust
Pennsylvania
$8.31M +$1.62M +33,045 +21%
GIA
11
GHP Investment Advisors
Colorado
$7.78M +$283K +5,753 +3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$6.56M +$752K +15,322 +11%
CC
13
Cassaday & Co
Virginia
$6.26M +$6.93M +141,118 New
UBS Group
14
UBS Group
Switzerland
$5.48M -$931K -18,961 -13%
TWP
15
Total Wealth Planning
Ohio
$5.45M +$6.04M +122,892 New
WFPG
16
Waller Financial Planning Group
Ohio
$4.81M +$5.32M +108,400 New
MWM
17
Merriman Wealth Management
Washington
$4.69M +$5.08M +103,367 New
Bank of America
18
Bank of America
North Carolina
$4.54M +$885K +18,022 +21%
ADL
19
Asset Dedication LLC
California
$4.39M -$371K -7,549 -7%
CA
20
Centerpoint Advisors
Massachusetts
$4.16M +$4.61M +93,784 New
SEIA
21
Signature Estate & Investment Advisors
California
$4.11M +$486K +9,898 +12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.88M +$3.19M +64,985 +288%
HA
23
Harborview Advisors
Maine
$3.85M +$309K +6,283 +8%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$3.53M +$2.46M +50,009 +169%
RWA
25
Redhawk Wealth Advisors
Minnesota
$3.4M -$715K -14,563 -18%