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State Street SPDR S&P 1500 Value Tilt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32.8M +$5.33M +38,337 +20%
Ameriprise
2
Ameriprise
Minnesota
$26.1M +$3.22M +23,147 +14%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.8M +$1.31M +9,409 +14%
LWA
4
LWS Wealth Advisors
New Jersey
$8.29M -$171K -1,227 -2%
SWA
5
Stratos Wealth Advisors
Ohio
$7.53M -$378K -2,720 -5%
Morgan Stanley
6
Morgan Stanley
New York
$7.35M -$2M -14,406 -21%
Bank of America
7
Bank of America
North Carolina
$6.66M -$1.5M -10,807 -18%
RWIA
8
Roger Wittlin Investment Advisory
California
$4M +$3.98M +28,614 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.99M +$652K +4,686 +20%
MFG
10
Merit Financial Group
Georgia
$2.92M -$750K -5,389 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.55M +$352K +2,530 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.27M +$239K +1,720 +12%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$47.3K +340 +3%
AAS
14
Avantax Advisory Services
Texas
$1.62M -$182K -1,306 -10%
MCC
15
Money Concepts Capital
Florida
$1.57M +$1.56M +11,239 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.36M +$306K +2,199 +29%
JWCA
17
J.W. Cole Advisors
Florida
$896K +$80.4K +578 +10%
SPC
18
Sigma Planning Corp
Michigan
$786K -$14.2K -102 -2%
KWS
19
Keystone Wealth Services
California
$774K +$770K +5,534 New
SI
20
Stephens Inc
Arkansas
$670K
Truist Financial
21
Truist Financial
North Carolina
$635K +$5.15K +37 +0.8%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$585K +$2.23K +16 +0.4%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$579K
RJA
24
Raymond James & Associates
Florida
$547K +$544K +3,913 New
SI
25
Saxon Interests
Texas
$505K +$491K +3,531 New