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State Street SPDR S&P 1500 Momentum Tilt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.28M -$14.4M -85,549 -64%
PFA
2
Professional Financial Advisors
Nebraska
$5.2M +$121K +720 +3%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$3.28M +$262K +1,555 +9%
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$2.81M +$2.8M +16,648 New
WWM
5
Western Wealth Management
Colorado
$1.68M
SPIA
6
Steward Partners Investment Advisory
New York
$1.5M +$421K +2,497 +39%
Citadel Advisors
7
Citadel Advisors
Florida
$1.38M +$1.38M +8,174 New
Goldman Sachs
8
Goldman Sachs
New York
$1.31M
Bank of America
9
Bank of America
North Carolina
$1.28M +$79K +469 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$812K -$591K -3,511 -42%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$546K +$201K +1,194 +59%
IA
12
IFP Advisors
Florida
$490K
SEP
13
Southland Equity Partners
Missouri
$436K -$2.86K -17 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$426K -$169K -1,002 -28%
RA
15
RFG Advisory
Alabama
$349K
Osaic Holdings
16
Osaic Holdings
Arizona
$322K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$320K +$319K +1,892 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$283K +$282K +1,676 New
MA
19
Mezzasalma Advisors
New Jersey
$205K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$92K
US Bancorp
21
US Bancorp
Minnesota
$90K
AF
22
Advisornet Financial
Minnesota
$59.3K
JWA
23
JFS Wealth Advisors
Pennsylvania
$45.1K
HGERS
24
Householder Group Estate & Retirement Specialist
Arizona
$45K +$45.3K +269 New
SWM
25
Spire Wealth Management
Virginia
$44.8K +$44.6K +265 New