We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$383M +$355M +5,120,012 +1,563%
Osaic Holdings
2
Osaic Holdings
Arizona
$221M +$191M +2,752,708 +707%
CCMG
3
Clark Capital Management Group
Pennsylvania
$153M +$142M +2,049,345 +1,645%
LPL Financial
4
LPL Financial
California
$74.4M +$10.6M +153,429 +17%
Financial Engines Advisors
5
Financial Engines Advisors
California
$62.1M -$1.39M -19,997 -2%
NP
6
NorthRock Partners
Minnesota
$53.8M -$12.8M -184,754 -19%
Stifel Financial
7
Stifel Financial
Missouri
$52.3M +$10.3M +149,157 +25%
FWP
8
FAS Wealth Partners
Kansas
$50M +$4.28M +61,726 +10%
OPS
9
Orion Portfolio Solutions
Nebraska
$48.8M +$48.1M +693,897 New
AA
10
Alesco Advisors
New York
$48.1M -$1.25K -18 -0%
TC
11
TownSquare Capital
Utah
$38.8M -$482K -6,958 -1%
LFS
12
Lutz Financial Services
Nebraska
$33.4M +$2.24M +32,281 +7%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$27.1M +$6.63M +95,636 +33%
IWM
14
IHT Wealth Management
Illinois
$25M +$20.6M +297,399 +510%
TF
15
TIAA FSB
Florida
$24.4M +$1.24M +17,911 +5%
KA
16
Klingman & Associates
New York
$24.3M +$1.72M +24,776 +8%
KW
17
KWB Wealth
California
$23.9M -$59.5K -858 -0.3%
FPF
18
First Pacific Financial
Washington
$22.2M -$148K -2,132 -0.7%
Morgan Stanley
19
Morgan Stanley
New York
$21.7M +$1.37M +19,779 +7%
ML
20
McAdam LLC
Pennsylvania
$21.3M -$413K -5,966 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
$17.9M +$4.27M +61,544 +32%
ADL
22
Asset Dedication LLC
California
$17.8M +$187K +2,697 +1%
CIM
23
Confluence Investment Management
Missouri
$17.5M +$3.01M +43,419 +21%
JFA
24
JNBA Financial Advisors
Minnesota
$17.3M +$282K +4,067 +2%
FNT
25
First National Trust
Pennsylvania
$16.7M +$3.96M +57,133 +32%