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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
$181M -$6.59M -78,733 -4%
NP
2
NorthRock Partners
Minnesota
$110M -$1.42M -16,967 -1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$106M -$2.08M -24,802 -2%
LPL Financial
4
LPL Financial
California
$89.2M +$1.06M +12,720 +1%
APP
5
Avantax Planning Partners
Iowa
$75.6M +$4.95M +59,114 +7%
AWM
6
AE Wealth Management
Kansas
$72.7M +$16.5M +197,095 +30%
LFS
7
Lutz Financial Services
Nebraska
$66.3M +$4.79M +57,250 +8%
Morgan Stanley
8
Morgan Stanley
New York
$54.5M -$1.9M -22,752 -3%
FWP
9
FAS Wealth Partners
Kansas
$51.7M +$948K +11,325 +2%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$45M -$114K -1,365 -0.3%
Wells Fargo
11
Wells Fargo
California
$40.2M -$235K -2,810 -0.6%
CNBT
12
Canandaigua National Bank & Trust
New York
$34.4M +$1.14M +13,558 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$32.3M +$4.44M +53,044 +16%
KA
14
Klingman & Associates
New York
$31.4M +$15.3K +183 +0%
FPF
15
First Pacific Financial
Washington
$31.3M +$559K +6,680 +2%
FNT
16
First National Trust
Pennsylvania
$30.6M +$327K +3,903 +1%
HighTower Advisors
17
HighTower Advisors
Illinois
$26.6M +$3.61M +43,115 +16%
CF
18
Convergence Financial
Missouri
$25.9M +$577K +6,887 +2%
EH
19
Equitable Holdings
New York
$25.1M -$17.9K -214 -0.1%
GIA
20
GHP Investment Advisors
Colorado
$23.8M +$130K +1,556 +0.6%
Stifel Financial
21
Stifel Financial
Missouri
$21.6M -$26.6M -318,129 -56%
WWA
22
WCG Wealth Advisors
Nevada
$20.4M +$13.1M +157,062 +188%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$19.8M +$3.14M +37,482 +19%
Goldman Sachs
24
Goldman Sachs
New York
$19.7M +$673K +8,035 +4%
ADL
25
Asset Dedication LLC
California
$19.7M -$153K -1,823 -0.8%