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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
1
NorthRock Partners
Minnesota
$67.5M +$418K +5,975 +0.6%
LPL Financial
2
LPL Financial
California
$64.3M +$2.68M +38,275 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$64.1M -$996K -14,242 -2%
AA
4
Alesco Advisors
New York
$48.6M -$152K -2,176 -0.3%
FWP
5
FAS Wealth Partners
Kansas
$46.1M -$2.94M -42,060 -6%
Stifel Financial
6
Stifel Financial
Missouri
$42.3M +$16.2M +232,066 +64%
TC
7
TownSquare Capital
Utah
$39.7M +$2.09M +29,861 +6%
LFS
8
Lutz Financial Services
Nebraska
$31.4M -$438K -6,256 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.7M +$3M +42,926 +12%
KW
10
KWB Wealth
California
$24M +$418K +5,975 +2%
TF
11
TIAA FSB
Florida
$23.4M +$154K +2,207 +0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.3M +$14.5M +207,482 +173%
KA
13
Klingman & Associates
New York
$22.8M -$34.1K -488 -0.2%
FPF
14
First Pacific Financial
Washington
$22.5M -$242K -3,456 -1%
ML
15
McAdam LLC
Pennsylvania
$22M -$560K -8,006 -3%
FIM
16
Freedom Investment Management
Connecticut
$21.4M -$784K -11,206 -4%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$20.6M +$7.88M +112,594 +64%
Morgan Stanley
18
Morgan Stanley
New York
$20.5M +$3.49M +49,870 +21%
ADL
19
Asset Dedication LLC
California
$17.8M +$2.37M +33,867 +16%
JFA
20
JNBA Financial Advisors
Minnesota
$17.2M +$2.02M +28,842 +14%
GIA
21
GHP Investment Advisors
Colorado
$16.4M +$188K +2,691 +1%
RJA
22
Raymond James & Associates
Florida
$15.7M +$11.4M +163,495 +288%
CIM
23
Confluence Investment Management
Missouri
$14.6M +$5.57M +79,648 +63%
MWM
24
Merriman Wealth Management
Washington
$14M +$13.4M +190,875 +3,006%
SFM
25
Signet Financial Management
New Jersey
$13.9M -$102K -1,453 -0.7%