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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
1
NorthRock Partners
Minnesota
$114M +$3.53M +40,077 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$110M -$68.7M -778,974 -38%
Financial Engines Advisors
3
Financial Engines Advisors
California
$102M -$4.98M -56,489 -5%
LPL Financial
4
LPL Financial
California
$92M +$2.34M +26,572 +3%
AWM
5
AE Wealth Management
Kansas
$81.8M +$8.97M +101,781 +12%
APP
6
Avantax Planning Partners
Iowa
$78.2M +$2.19M +24,826 +3%
LFS
7
Lutz Financial Services
Nebraska
$68.6M +$1.98M +22,421 +3%
Morgan Stanley
8
Morgan Stanley
New York
$61.8M +$7.28M +82,629 +13%
EH
9
Equitable Holdings
New York
$60.4M +$6.41M +72,731 +25%
FWP
10
FAS Wealth Partners
Kansas
$53.2M +$1.27M +14,368 +2%
CF
11
Convergence Financial
Missouri
$51.4M +$26M +294,916 +96%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$43M +$44.5M +504,899 New
Wells Fargo
13
Wells Fargo
California
$38.3M -$2.19M -24,887 -5%
CNC
14
Canandaigua National Corp
New York
$35.9M +$37.1M +421,045 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$34.9M +$2.54M +28,763 +8%
FNT
16
First National Trust
Pennsylvania
$32.6M +$1.88M +21,290 +6%
KA
17
Klingman & Associates
New York
$31.5M -$114K -1,295 -0.3%
FPF
18
First Pacific Financial
Washington
$31.3M -$236K -2,674 -0.7%
HighTower Advisors
19
HighTower Advisors
Illinois
$26.3M -$491K -5,572 -2%
GIA
20
GHP Investment Advisors
Colorado
$24.3M +$301K +3,412 +1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$22.4M +$3.05M +34,585 +15%
WWA
22
WCG Wealth Advisors
Nevada
$21.2M +$700K +7,942 +3%
RA
23
Rodgers & Associates
Pennsylvania
$18.6M -$99.9K -1,133 -0.5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$17.6M +$300K +3,399 +2%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$16.9M -$215K -2,442 -1%