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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
$514M +$44.1M +915,259 +8%
Stifel Financial
2
Stifel Financial
Missouri
$37.2M +$50.2M +1,040,475 +7,110%
NP
3
NorthRock Partners
Minnesota
$24.6M +$10.2M +212,218 +44%
TC
4
TownSquare Capital
Utah
$24.1M +$6.19M +128,426 +26%
FWP
5
FAS Wealth Partners
Kansas
$21.3M +$681K +14,126 +2%
ML
6
McAdam LLC
Pennsylvania
$12.2M +$3.05M +63,186 +22%
KA
7
Klingman & Associates
New York
$10.7M +$14.4M +297,881 +5,226%
CIM
8
Confluence Investment Management
Missouri
$9.9M +$13.5M +280,761 New
Osaic Holdings
9
Osaic Holdings
Arizona
$7.97M +$11.2M +231,902 New
GIA
10
GHP Investment Advisors
Colorado
$7.36M +$599K +12,430 +6%
APP
11
Avantax Planning Partners
Iowa
$6.22M +$2.61M +54,205 +44%
SFM
12
Signet Financial Management
New Jersey
$6.21M +$1.33M +27,642 +21%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.66M +$2.38M +49,358 +41%
FNT
14
First National Trust
Pennsylvania
$5.56M -$463K -9,605 -6%
WFPG
15
Waller Financial Planning Group
Ohio
$5.39M +$1.54M +31,874 +26%
CCP
16
Cardan Capital Partners
Colorado
$5.25M -$6.22M -129,044 -46%
LFS
17
Lutz Financial Services
Nebraska
$5.21M -$1.69M -35,143 -19%
TWP
18
Total Wealth Planning
Ohio
$4.87M -$755K -15,664 -10%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$4.85M -$1.91M -39,678 -22%
EFL
20
ERn Financial LLC
Wisconsin
$4.5M +$3.11M +64,424 +102%
GIA
21
Gladstone Institutional Advisory
Florida
$4.45M +$1.59M +32,893 +35%
JFA
22
JNBA Financial Advisors
Minnesota
$4.32M +$1.73M +35,919 +41%
LPL Financial
23
LPL Financial
California
$4.25M +$947K +19,644 +19%
AWM
24
Argent Wealth Management
Massachusetts
$4.1M +$503K +10,428 +10%
MAM
25
Marotta Asset Management
Virginia
$3.95M +$2.71M +56,270 +90%