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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
$637M +$22.6M +428,955 +4%
FWP
2
FAS Wealth Partners
Kansas
$32.4M +$581K +11,011 +2%
TC
3
TownSquare Capital
Utah
$27M +$561K +10,637 +2%
NP
4
NorthRock Partners
Minnesota
$26.7M +$15M +284,602 +141%
KF
5
Krilogy Financial
Missouri
$23.7M +$102K +1,941 +0.5%
MWA
6
MFA Wealth Advisors
Pennsylvania
$16.7M +$488K +9,258 +3%
ML
7
McAdam LLC
Pennsylvania
$15.4M +$1.12M +21,256 +8%
CCP
8
Cardan Capital Partners
Colorado
$15.2M +$250K +4,736 +2%
V
9
Veritable
Delaware
$11.3M +$130K +2,460 +1%
Morgan Stanley
10
Morgan Stanley
New York
$11M +$1.13M +21,429 +12%
GIA
11
GHP Investment Advisors
Colorado
$10.8M +$193K +3,654 +2%
LFS
12
Lutz Financial Services
Nebraska
$10M +$3.17M +60,089 +49%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$9.7M -$60.2K -1,141 -0.6%
FNT
14
First National Trust
Pennsylvania
$9.16M +$743K +14,093 +9%
TWP
15
Total Wealth Planning
Ohio
$8.42M +$143K +2,708 +2%
CC
16
Cassaday & Co
Virginia
$7.62M
SFM
17
Signet Financial Management
New Jersey
$7.38M +$201K +3,819 +3%
Bank of America
18
Bank of America
North Carolina
$6.92M +$39.5K +749 +0.6%
APP
19
Avantax Planning Partners
Iowa
$6.69M +$777K +14,740 +14%
WFPG
20
Waller Financial Planning Group
Ohio
$6.64M +$29.9K +566 +0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.63M +$275K +5,209 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$6.13M -$148K -2,803 -2%
AWM
23
Argent Wealth Management
Massachusetts
$5.85M +$5.63M +106,748 New
RG
24
Retirement Group
California
$5.74M +$5.53M +104,755 New
LPL Financial
25
LPL Financial
California
$5.53M +$1.53M +28,931 +40%