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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
$179M -$10.7M -129,420 -6%
NP
2
NorthRock Partners
Minnesota
$110M -$3.98M -48,365 -4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$107M -$678K -8,231 -0.6%
LPL Financial
4
LPL Financial
California
$86.8M -$3.36M -40,788 -4%
APP
5
Avantax Planning Partners
Iowa
$69.6M +$29.8M +361,398 +76%
LFS
6
Lutz Financial Services
Nebraska
$60.6M +$2.05M +24,953 +4%
Morgan Stanley
7
Morgan Stanley
New York
$55.6M -$5.87M -71,336 -10%
AWM
8
AE Wealth Management
Kansas
$55.2M +$7.63M +92,682 +16%
FWP
9
FAS Wealth Partners
Kansas
$50M +$903K +10,969 +2%
Stifel Financial
10
Stifel Financial
Missouri
$47.8M -$22.2M -269,551 -32%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$44.5M -$1.88M -22,771 -4%
Wells Fargo
12
Wells Fargo
California
$39.8M -$134K -1,629 -0.3%
BEI
13
Benjamin Edwards Inc
Missouri
$39.5M -$19.8M -241,006 -34%
CNBT
14
Canandaigua National Bank & Trust
New York
$32.8M -$297K -3,612 -0.9%
KA
15
Klingman & Associates
New York
$30.9M -$110K -1,333 -0.4%
FPF
16
First Pacific Financial
Washington
$30.3M +$336K +4,084 +1%
FNT
17
First National Trust
Pennsylvania
$29.8M -$112K -1,361 -0.4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$27.4M +$9.82M +119,224 +57%
CF
19
Convergence Financial
Missouri
$25M +$1.44M +17,468 +6%
EH
20
Equitable Holdings
New York
$24.7M -$2.18M -26,526 -8%
GIA
21
GHP Investment Advisors
Colorado
$23.4M +$128K +1,549 +0.6%
HighTower Advisors
22
HighTower Advisors
Illinois
$22.6M -$95.9K -1,165 -0.4%
ADL
23
Asset Dedication LLC
California
$19.5M +$953K +11,569 +5%
Goldman Sachs
24
Goldman Sachs
New York
$18.7M -$1.79M -21,699 -9%
RA
25
Rodgers & Associates
Pennsylvania
$18.4M +$408K +4,955 +2%