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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
$85.5M +$1.71M +26,773 +2%
LPL Financial
2
LPL Financial
California
$54.6M -$20.5M -321,816 -25%
FWP
3
FAS Wealth Partners
Kansas
$43.4M +$5.35M +83,884 +13%
NP
4
NorthRock Partners
Minnesota
$43.3M -$1.1M -17,242 -2%
AA
5
Alesco Advisors
New York
$38.9M -$57.7K -904 -0.1%
TC
6
TownSquare Capital
Utah
$35.6M +$2.58M +40,440 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$30.5M +$218K +3,421 +0.7%
LFS
8
Lutz Financial Services
Nebraska
$30.4M +$2.22M +34,780 +7%
Stifel Financial
9
Stifel Financial
Missouri
$24.7M +$1.31M +20,507 +5%
TF
10
TIAA FSB
Florida
$23.7M +$2.6M +40,735 +11%
KA
11
Klingman & Associates
New York
$20.9M +$320K +5,009 +1%
Wells Fargo
12
Wells Fargo
California
$20M +$9.62M +150,717 +77%
FNT
13
First National Trust
Pennsylvania
$18.2M +$918K +14,393 +5%
FPF
14
First Pacific Financial
Washington
$17.8M +$41.2K +646 +0.2%
KW
15
KWB Wealth
California
$17.2M +$3.29M +51,510 +21%
Morgan Stanley
16
Morgan Stanley
New York
$16.8M -$3.51M -55,068 -16%
ML
17
McAdam LLC
Pennsylvania
$16.2M -$659K -10,322 -4%
ADL
18
Asset Dedication LLC
California
$14.7M -$627K -9,833 -4%
TCM
19
Tradewinds Capital Management
Washington
$14.2M +$15.6M +243,767 +11,697%
JFA
20
JNBA Financial Advisors
Minnesota
$14.2M -$228K -3,579 -1%
GIA
21
GHP Investment Advisors
Colorado
$13.8M +$192K +3,007 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$13.7M +$2.15M +33,655 +17%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$12.8M +$1.13M +17,786 +9%
CF
24
Convergence Financial
Missouri
$12.2M -$69.4K -1,087 -0.5%
SFM
25
Signet Financial Management
New Jersey
$11.5M +$58.3K +914 +0.5%
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