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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$84.6M -$211M -4,603,646 -73%
Bank of America
2
Bank of America
North Carolina
$62.7M -$2.06M -44,879 -3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$62.6M -$12.2M -266,393 -18%
NP
4
NorthRock Partners
Minnesota
$36.1M +$7.83M +170,933 +30%
FPIS
5
Financial Planning & Information Services
Wisconsin
$31.9M +$3.83M +83,655 +15%
CFS
6
Cannon Financial Strategists
Georgia
$30.5M +$4.65M +101,515 +20%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$27.3M +$25.4M +554,920 New
LPL Financial
8
LPL Financial
California
$25.4M +$1.55M +33,881 +7%
GIM
9
Goelzer Investment Management
Indiana
$24.6M +$23M +501,510 New
RM
10
Resource Management
Louisiana
$24.1M +$12.7M +276,607 +129%
EK
11
Evensky & Katz
Florida
$21.4M -$3.18M -69,378 -14%
Ameriprise
12
Ameriprise
Minnesota
$19.1M -$3.92M -85,620 -18%
KF
13
Krilogy Financial
Missouri
$17.1M +$210K +4,589 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.8M -$1.42M -30,981 -8%
Betterment LLC
15
Betterment LLC
New York
$16.4M -$5.24M -114,463 -26%
LFG
16
Larson Financial Group
Missouri
$14.2M +$1.16M +25,423 +10%
PP
17
Palladium Partners
Virginia
$14M +$1.44M +31,399 +12%
EWA
18
ERTS Wealth Advisors
Michigan
$13.2M +$1.99M +43,499 +19%
Stifel Financial
19
Stifel Financial
Missouri
$13.2M -$512K -11,177 -4%
UBS Group
20
UBS Group
Switzerland
$12.9M +$4.55M +99,382 +61%
KA
21
Klingman & Associates
New York
$12.5M -$624K -13,627 -5%
FCI
22
Financial Counselors Inc
Kansas
$11.6M +$2.76M +60,363 +34%
FAG
23
Financial Advisory Group
Texas
$11.2M +$8.13M +177,537 +345%
TC
24
TownSquare Capital
Utah
$11M -$224K -4,898 -2%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$10.4M +$1.04M +22,661 +12%