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State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$23.6M +$114K +691 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$4.53M +$70.8K +431 +2%
CCP
3
Cardan Capital Partners
Colorado
$3.68M -$3.36M -20,482 -48%
WWM
4
Western Wealth Management
Colorado
$2.46M -$68.5K -417 -3%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.23M +$333K +2,024 +38%
Bank of America
6
Bank of America
North Carolina
$1.21M +$151K +922 +15%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$961K +$385K +2,346 +68%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$949K -$530K -3,229 -36%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$844K -$3.2M -19,461 -79%
SEP
10
Southland Equity Partners
Missouri
$511K -$4.93K -30 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$383K -$2.93M -17,842 -89%
Osaic Holdings
12
Osaic Holdings
Arizona
$289K +$37.5K +228 +15%
FHA
13
Flagship Harbor Advisors
Massachusetts
$254K +$251K +1,527 New
UBS Group
14
UBS Group
Switzerland
$245K +$185K +1,128 +327%
MA
15
Mezzasalma Advisors
New Jersey
$233K -$7.56K -46 -3%
IWM
16
IHT Wealth Management
Illinois
$230K -$48.5K -295 -18%
US Bancorp
17
US Bancorp
Minnesota
$89K – – –
HI
18
Harbour Investments
Wisconsin
$82K +$80.5K +490 New
GWM
19
Geneos Wealth Management
Colorado
$47K – – –
SFS
20
Sowell Financial Services
Arkansas
$44K +$20.7K +126 +102%
SWM
21
Spire Wealth Management
Virginia
$43K +$42.4K +258 New
AF
22
Advisornet Financial
Minnesota
$29K – – –
Wells Fargo
23
Wells Fargo
California
$25K -$12.7K -77 -34%
AIC
24
Ameritas Investment Company
Nebraska
$16.6K +$16.4K +100 New
PWM
25
Prentice Wealth Management
New York
$13K +$13.3K +81 New
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