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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
$582M +$350K +6,934 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533M +$524M +10,375,409 +56,597%
FWP
3
FAS Wealth Partners
Kansas
$29.8M +$897K +17,768 +3%
TC
4
TownSquare Capital
Utah
$25.7M +$1.36M +26,885 +6%
KF
5
Krilogy Financial
Missouri
$22.1M +$1.07M +21,222 +5%
MWA
6
MFA Wealth Advisors
Pennsylvania
$15.2M +$393K +7,780 +3%
CCP
7
Cardan Capital Partners
Colorado
$14M +$624K +12,359 +5%
ML
8
McAdam LLC
Pennsylvania
$13.4M +$1.69M +33,435 +15%
V
9
Veritable
Delaware
$10.4M
NP
10
NorthRock Partners
Minnesota
$10.4M +$9.93M +196,602 +3,668%
GIA
11
GHP Investment Advisors
Colorado
$9.89M +$273K +5,404 +3%
Morgan Stanley
12
Morgan Stanley
New York
$9.2M -$1.02M -20,238 -10%
WIA
13
World Investment Advisors
California
$9.18M +$9.03M +178,858 New
TAIM
14
TD Ameritrade Investment Management
Nebraska
$9.15M +$519K +10,278 +6%
FNT
15
First National Trust
Pennsylvania
$7.86M -$337K -6,671 -4%
TWP
16
Total Wealth Planning
Ohio
$7.75M +$603K +11,940 +9%
CC
17
Cassaday & Co
Virginia
$7.13M
SFM
18
Signet Financial Management
New Jersey
$6.98M +$986K +19,520 +18%
Bank of America
19
Bank of America
North Carolina
$6.45M -$54.7K -1,084 -0.9%
WFPG
20
Waller Financial Planning Group
Ohio
$6.32M +$256K +5,068 +4%
LFS
21
Lutz Financial Services
Nebraska
$6.3M +$1.92M +37,965 +45%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$5.96M +$387K +7,658 +7%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$5.91M +$512K +10,136 +10%
PCIA
24
Prime Capital Investment Advisors
Kansas
$5.77M -$1.69M -33,537 -23%
APP
25
Avantax Planning Partners
Iowa
$5.51M +$372K +7,359 +7%