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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
$72.5M -$418M -10,370,323 -86%
Stifel Financial
2
Stifel Financial
Missouri
$43.6M -$1.31M -32,563 -3%
NP
3
NorthRock Partners
Minnesota
$40.6M +$10.2M +252,450 +36%
FWP
4
FAS Wealth Partners
Kansas
$27.2M +$1.31M +32,528 +5%
TC
5
TownSquare Capital
Utah
$24.4M -$1.5M -37,349 -6%
AA
6
Alesco Advisors
New York
$21M +$18M +446,366 +954%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$19.5M +$18.4M +457,011 New
ML
8
McAdam LLC
Pennsylvania
$15.7M +$983K +24,394 +7%
TF
9
TIAA FSB
Florida
$15.6M +$14.7M +364,818 New
KA
10
Klingman & Associates
New York
$14M +$1.04M +25,933 +9%
LFS
11
Lutz Financial Services
Nebraska
$13.8M +$7.09M +176,025 +119%
CIM
12
Confluence Investment Management
Missouri
$12M +$24.5K +608 +0.2%
MWM
13
Merriman Wealth Management
Washington
$10.9M +$7.56M +187,734 +272%
APP
14
Avantax Planning Partners
Iowa
$9.93M +$2.27M +56,429 +32%
GIA
15
GHP Investment Advisors
Colorado
$9.13M +$216K +5,372 +3%
SFM
16
Signet Financial Management
New Jersey
$8.23M +$595K +14,770 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.08M -$1.71M -42,534 -18%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$7.41M +$1.47M +36,450 +27%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$7.35M +$6.71M +166,621 +2,913%
AWM
20
Argent Wealth Management
Massachusetts
$6.41M +$847K +21,031 +18%
CCP
21
Cardan Capital Partners
Colorado
$6.4M +$47.2K +1,173 +0.8%
TWP
22
Total Wealth Planning
Ohio
$6.09M +$198K +4,926 +4%
RIM
23
Rockbridge Investment Management
New York
$6.08M +$5.75M +142,646 New
MAM
24
Marotta Asset Management
Virginia
$5.94M +$819K +20,345 +17%
LPL Financial
25
LPL Financial
California
$5.79M +$614K +15,234 +13%