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
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$194M -$348M -4,326,484 -63%
NP
2
NorthRock Partners
Minnesota
$102M -$15.6K -194 -0%
Financial Engines Advisors
3
Financial Engines Advisors
California
$99.5M -$4.03M -50,058 -4%
LPL Financial
4
LPL Financial
California
$87.5M +$2.08M +25,816 +2%
Morgan Stanley
5
Morgan Stanley
New York
$55.8M +$10.3M +127,906 +21%
LFS
6
Lutz Financial Services
Nebraska
$54.2M +$749K +9,298 +1%
Stifel Financial
7
Stifel Financial
Missouri
$51.5M -$466K -5,790 -0.9%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$46.3M -$16.9M -209,510 -26%
BEI
9
Benjamin Edwards Inc
Missouri
$43.7M -$380K -4,714 -0.8%
AWM
10
AE Wealth Management
Kansas
$43M +$5.03M +62,403 +13%
FWP
11
FAS Wealth Partners
Kansas
$42.9M +$677K +8,407 +2%
Wells Fargo
12
Wells Fargo
California
$37.9M +$967K +12,005 +2%
APP
13
Avantax Planning Partners
Iowa
$31.8M +$5.94M +73,731 +22%
CNBT
14
Canandaigua National Bank & Trust
New York
$30.8M +$1.49M +18,502 +5%
FPF
15
First Pacific Financial
Washington
$27.2M +$267K +3,311 +0.9%
KA
16
Klingman & Associates
New York
$26.7M +$207K +2,576 +0.7%
FNT
17
First National Trust
Pennsylvania
$26.3M -$1.34M -16,679 -5%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$25.7M +$9.42M +116,967 +54%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.4M +$7.54M +93,604 +40%
EH
20
Equitable Holdings
New York
$22.4M -$72K -894 -0.3%
GIA
21
GHP Investment Advisors
Colorado
$21.2M +$134K +1,659 +0.6%
CF
22
Convergence Financial
Missouri
$20.6M +$174K +2,159 +0.8%
Goldman Sachs
23
Goldman Sachs
New York
$20.1M +$1.49M +18,506 +8%
CCMG
24
Clark Capital Management Group
Pennsylvania
$19.7M +$5.25M +65,216 +34%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.2M +$3.39M +42,149 +20%