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State Street SPDR US Small Cap Low Volatility Index ETF
SMLV

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$26.4M +$1.05M +10,797 +4%
UCFA
2
United Capital Financial Advisors
Texas
$12.6M -$401K -4,099 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.2M -$294K -3,013 -3%
AAS
4
Avantax Advisory Services
Texas
$10.3M +$10M +102,696 New
LPL Financial
5
LPL Financial
California
$9.16M +$1.55M +15,898 +21%
Citigroup
6
Citigroup
New York
$5.96M +$720K +7,371 +14%
AF
7
Advisornet Financial
Minnesota
$5.4M +$694K +7,099 +15%
MWM
8
McNaughton Wealth Management
California
$4.96M +$4.83M +49,478 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.93M +$905K +9,265 +23%
CCFM
10
Clear Creek Financial Management
Washington
$4.66M +$222K +2,274 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.71M +$743K +7,608 +26%
UBS Group
12
UBS Group
Switzerland
$3.42M -$1.12M -11,447 -25%
FFN
13
Focus Financial Network
Minnesota
$3.3M +$486K +4,976 +18%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.02M +$336K +3,436 +13%
SPC
15
Sigma Planning Corp
Michigan
$2.45M -$49K -501 -2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.32M +$1.53M +15,678 +208%
RFA
17
Reilly Financial Advisors
California
$2.32M +$41K +420 +2%
Bank of America
18
Bank of America
North Carolina
$2.25M +$1.26M +12,923 +135%
AI
19
Atria Investments
North Carolina
$2.04M +$1.99M +20,363 New
EH
20
Equitable Holdings
New York
$1.96M +$1.91M +19,570 New
VA
21
Valmark Advisers
Ohio
$1.92M +$1.21M +12,421 +183%
DL
22
DOHJ LLC
Washington
$1.8M +$1.76M +17,989 New
CAL
23
Capital Analysts LLC
Pennsylvania
$1.58M +$37.8K +387 +3%
Morgan Stanley
24
Morgan Stanley
New York
$1.45M -$1.03M -10,562 -42%
MFG
25
Merit Financial Group
Georgia
$1.18M +$1.15M +11,736 New
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