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State Street SPDR S&P 1500 Value Tilt ETF
VLU

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$41.3M -$1.29M -8,481 -3%
Ameriprise
2
Ameriprise
Minnesota
$24.3M +$2.93M +19,301 +14%
SL
3
Systelligence LLC
Minnesota
$19.9M -$2.6M -17,137 -12%
LPL Financial
4
LPL Financial
California
$11.6M +$1.51M +9,921 +15%
LWA
5
LWS Wealth Advisors
New Jersey
$9.4M +$133K +877 +1%
Morgan Stanley
6
Morgan Stanley
New York
$5.87M +$110K +721 +2%
IWM
7
IHT Wealth Management
Illinois
$3.55M +$809K +5,325 +31%
PG
8
Prostatis Group
Maryland
$2.75M -$4.31M -28,376 -62%
AAS
9
Avantax Advisory Services
Texas
$1.99M +$432K +2,843 +29%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.96M +$545K +3,588 +40%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.84M +$127K +837 +8%
SPC
12
Sigma Planning Corp
Michigan
$1.82M -$20.8K -137 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.71M +$322K +2,120 +24%
WP
14
WealthSource Partners
California
$1.3M +$47.1K +310 +4%
SCM
15
Southport Capital Management
Tennessee
$1.12M +$1.1M +7,205 New
CAN
16
Cetera Advisor Networks
California
$1.05M -$162K -1,066 -14%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$841K +$100K +659 +14%
LFAS
18
Level Four Advisory Services
Texas
$793K -$110K -725 -12%
EH
19
Equitable Holdings
New York
$659K +$145K +952 +29%
SI
20
Stephens Inc
Arkansas
$557K – – –
Truist Financial
21
Truist Financial
North Carolina
$508K +$59.3K +390 +14%
CAG
22
Csenge Advisory Group
Florida
$496K -$17K -112 -3%
DAS
23
Dynamic Advisor Solutions
Arizona
$488K +$104K +684 +28%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$449K +$38.3K +252 +10%
APA
25
American Portfolios Advisors
New York
$416K +$295K +1,943 +268%
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