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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$218M +$79.3M +1,212,770 +62%
Stifel Financial
2
Stifel Financial
Missouri
$106M -$5.31M -81,228 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$100M +$173K +2,651 +0.2%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$75.5M -$3.78M -57,919 -5%
LPL Financial
5
LPL Financial
California
$69.7M -$12.6M -192,181 -16%
TC
6
TownSquare Capital
Utah
$49.2M +$4.61M +70,483 +11%
AA
7
Alesco Advisors
New York
$47.5M +$423K +6,469 +0.9%
NP
8
NorthRock Partners
Minnesota
$42.8M -$3.9M -59,685 -9%
CIM
9
Confluence Investment Management
Missouri
$41.7M -$2.96M -45,258 -7%
LFS
10
Lutz Financial Services
Nebraska
$40.8M +$2.65M +40,627 +7%
TF
11
TIAA FSB
Florida
$37.8M +$955K +14,620 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$37.8M +$2.93M +44,763 +9%
FWP
13
FAS Wealth Partners
Kansas
$34.2M +$232K +3,546 +0.7%
FNT
14
First National Trust
Pennsylvania
$27.9M -$189K -2,899 -0.7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$25.9M +$5.65M +86,423 +30%
Morgan Stanley
16
Morgan Stanley
New York
$24.8M +$686K +10,490 +3%
KA
17
Klingman & Associates
New York
$24.5M -$239K -3,652 -1%
FPF
18
First Pacific Financial
Washington
$23.3M +$672K +10,278 +3%
JFA
19
JNBA Financial Advisors
Minnesota
$20.2M +$2.32M +35,516 +14%
ADL
20
Asset Dedication LLC
California
$19.3M +$1.29M +19,694 +8%
Wells Fargo
21
Wells Fargo
California
$18.8M -$7.24M -110,855 -29%
GIA
22
GHP Investment Advisors
Colorado
$17.7M +$209K +3,197 +1%
ML
23
McAdam LLC
Pennsylvania
$17.4M -$271K -4,152 -2%
CF
24
Convergence Financial
Missouri
$16.6M +$715K +10,939 +5%
HighTower Advisors
25
HighTower Advisors
Illinois
$16.6M +$328K +5,014 +2%