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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$87.9M +$37.4M +570,685 +65%
LPL Financial
2
LPL Financial
California
$76.6M +$13.6M +207,953 +20%
NP
3
NorthRock Partners
Minnesota
$46.3M +$73.5K +1,122 +0.1%
AA
4
Alesco Advisors
New York
$40.8M -$643K -9,809 -1%
FWP
5
FAS Wealth Partners
Kansas
$40.3M -$2.87M -43,834 -6%
TC
6
TownSquare Capital
Utah
$34.8M +$1.53M +23,366 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$31.7M -$172M -2,617,912 -83%
LFS
8
Lutz Financial Services
Nebraska
$29.7M +$1.04M +15,868 +3%
Stifel Financial
9
Stifel Financial
Missouri
$24.6M -$22.1M -336,978 -45%
TF
10
TIAA FSB
Florida
$22.3M +$1.43M +21,884 +6%
KA
11
Klingman & Associates
New York
$21.6M +$735K +11,222 +3%
Morgan Stanley
12
Morgan Stanley
New York
$20.9M +$2.47M +37,704 +12%
FPF
13
First Pacific Financial
Washington
$18.6M -$513K -7,833 -2%
FNT
14
First National Trust
Pennsylvania
$18.2M +$4.11M +62,700 +26%
ML
15
McAdam LLC
Pennsylvania
$17.6M -$830K -12,670 -4%
ADL
16
Asset Dedication LLC
California
$16M +$715K +10,908 +4%
JFA
17
JNBA Financial Advisors
Minnesota
$15.1M +$227K +3,462 +1%
KW
18
KWB Wealth
California
$14.9M -$5.95M -90,836 -27%
GIA
19
GHP Investment Advisors
Colorado
$14.3M +$18.6K +284 +0.1%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$13.1M +$2.96M +45,124 +26%
CF
21
Convergence Financial
Missouri
$12.8M +$711K +10,858 +5%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$12.3M -$11.9M -181,750 -47%
HighTower Advisors
23
HighTower Advisors
Illinois
$12.3M -$3.41M -51,984 -20%
SFM
24
Signet Financial Management
New Jersey
$12M +$220K +3,360 +2%
Wells Fargo
25
Wells Fargo
California
$11.8M +$2.38M +36,388 +23%
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