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State Street SPDR US Small Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$15.3M -$2.86M -32,061 -12%
LPL Financial
2
LPL Financial
California
$10.7M +$6.34M +70,961 +77%
AF
3
Affiance Financial
Minnesota
$8.79M +$11.9M +133,060 New
AAS
4
Avantax Advisory Services
Texas
$7.7M +$1.23M +13,775 +13%
UCFA
5
United Capital Financial Advisors
Texas
$7.63M -$908K -10,164 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7M -$505K -5,655 -5%
Citigroup
7
Citigroup
New York
$5.1M +$1.58M +17,681 +30%
AF
8
Advisornet Financial
Minnesota
$4.88M +$1.77M +19,840 +37%
MWM
9
McNaughton Wealth Management
California
$3.77M +$679K +7,605 +15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.18M -$103K -1,156 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.07M +$838K +9,384 +25%
FFN
12
Focus Financial Network
Minnesota
$2.65M +$646K +7,233 +22%
CCFM
13
Clear Creek Financial Management
Washington
$2.46M -$896K -10,031 -21%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.03M +$1.98M +22,169 +259%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.89M -$143K -1,599 -5%
IWP
16
IAG Wealth Partners
Wisconsin
$1.7M +$1.28M +14,311 +126%
SPC
17
Sigma Planning Corp
Michigan
$1.64M +$29.3K +328 +1%
UBS Group
18
UBS Group
Switzerland
$1.59M -$900K -10,076 -30%
Bank of America
19
Bank of America
North Carolina
$1.39M -$132K -1,483 -7%
EH
20
Equitable Holdings
New York
$1.38M +$116K +1,299 +7%
SB
21
Strategic Blueprint
Georgia
$1.31M +$1.77M +19,870 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.28M +$1.74M +19,469 New
DL
23
DOHJ LLC
Washington
$1.25M +$87K +974 +5%
MFG
24
Merit Financial Group
Georgia
$1.25M +$645K +7,218 +62%
VA
25
Valmark Advisers
Ohio
$1.19M -$103K -1,157 -6%