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State Street SPDR US Small Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
McNaughton Wealth Management
California
$7.46M +$265K +2,314 +4%
AF
2
Advisornet Financial
Minnesota
$6.22M +$137K +1,194 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.17M +$215K +1,876 +4%
LPL Financial
4
LPL Financial
California
$5M +$213K +1,858 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.46M +$74K +646 +2%
Ameriprise
6
Ameriprise
Minnesota
$3.9M -$475K -4,141 -11%
AI
7
Atria Investments
North Carolina
$3.49M +$686K +5,984 +24%
UCFA
8
United Capital Financial Advisors
Texas
$3.44M -$625K -5,450 -15%
Bank of America
9
Bank of America
North Carolina
$2.96M +$45.6K +398 +2%
IWP
10
IAG Wealth Partners
Wisconsin
$2.78M -$106K -927 -4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$2.71M +$832K +7,260 +44%
MMA
12
Miracle Mile Advisors
California
$2.32M -$3.9K -34 -0.2%
EH
13
Equitable Holdings
New York
$1.86M -$476K -4,150 -20%
AAS
14
Avantax Advisory Services
Texas
$1.33M +$10.5K +92 +0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.3M -$114K -993 -7%
BPA
16
Beacon Pointe Advisors
California
$1.19M +$284K +2,480 +31%
Morgan Stanley
17
Morgan Stanley
New York
$1.18M +$688 +6 +0.1%
Citigroup
18
Citigroup
New York
$1.08M +$201K +1,754 +23%
CAL
19
Capital Analysts LLC
Pennsylvania
$1.03M -$23.5K -205 -2%
IA
20
Insight Advisors
Pennsylvania
$1.02M +$20.6K +180 +2%
BI
21
Berkeley Inc
Idaho
$1.01M -$66.2K -578 -6%
PSF
22
Pacific Sun Financial
California
$1M -$6.88K -60 -0.7%
CL
23
COWA LLC
Oklahoma
$957K
DL
24
DOHJ LLC
Washington
$910K -$226K -1,972 -20%
Goldman Sachs
25
Goldman Sachs
New York
$879K