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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
$34.1M -$692K -4,616 -2%
Ameriprise
2
Ameriprise
Minnesota
$31M +$707K +4,713 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.3M -$344K -2,293 -3%
LWA
4
LWS Wealth Advisors
New Jersey
$8.59M -$1.5K -10 -0%
Morgan Stanley
5
Morgan Stanley
New York
$6.85M -$3.41M -22,737 -32%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.73M +$926K +6,172 +18%
RWIA
7
Roger Wittlin Investment Advisory
California
$4.86M +$27.3K +182 +0.5%
EW
8
Evoke Wealth
California
$4.86M +$5.04M +33,591 New
Bank of America
9
Bank of America
North Carolina
$4.77M -$2.03M -13,521 -29%
GM
10
GeoWealth Management
Illinois
$4.69M +$4.87M +32,466 New
Osaic Holdings
11
Osaic Holdings
Arizona
$3.18M +$408K +2,720 +14%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.77M +$698K +4,656 +32%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.53M +$299K +1,996 +13%
MFG
14
Merit Financial Group
Georgia
$2.21M -$98.8K -659 -4%
RJA
15
Raymond James & Associates
Florida
$1.63M +$73.5K +490 +5%
JWCA
16
J.W. Cole Advisors
Florida
$1.59M +$118K +789 +8%
MCC
17
Money Concepts Capital
Florida
$1.5M -$167K -1,115 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.46M +$52.3K +349 +4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$1.37M +$604K +4,030 +74%
AAS
20
Avantax Advisory Services
Texas
$1.35M -$228K -1,517 -14%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.15M +$1.19M +7,939 New
SI
22
Stephens Inc
Arkansas
$950K +$267K +1,781 +37%
VF
23
Virtu Financial
New York
$935K +$970K +6,467 New
SWP
24
ShoreHaven Wealth Partners
New Jersey
$934K +$969K +6,461 New
Truist Financial
25
Truist Financial
North Carolina
$924K -$101K -672 -10%