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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
$60.4M +$21M +141,241 +60%
Ameriprise
2
Ameriprise
Minnesota
$34.6M +$247K +1,659 +0.8%
IGWM
3
ICA Group Wealth Management
Colorado
$11.6M +$10.8M +72,214 New
LWA
4
LWS Wealth Advisors
New Jersey
$10.1M +$577K +3,876 +7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.1M +$696K +4,678 +12%
Morgan Stanley
6
Morgan Stanley
New York
$6.02M -$1.46M -9,817 -21%
RWIA
7
Roger Wittlin Investment Advisory
California
$5.58M +$179K +1,200 +4%
Bank of America
8
Bank of America
North Carolina
$5.3M +$13.5K +91 +0.3%
SWP
9
ShoreHaven Wealth Partners
New Jersey
$4.9M +$3.59M +24,106 +373%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.82M +$3.3M +22,159 +279%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.36M -$6.54M -43,936 -62%
ACM
12
Absolute Capital Management
Pennsylvania
$3.14M +$2.92M +19,600 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.48M -$548K -3,680 -19%
JWCA
14
J.W. Cole Advisors
Florida
$2.15M +$357K +2,401 +22%
RJA
15
Raymond James & Associates
Florida
$2.14M +$304K +2,042 +18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.92M +$853K +5,733 +92%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.72M -$1.67M -11,231 -51%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.72M +$186K +1,250 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.68M +$51.5K +346 +3%
TFS
20
Thoroughbred Financial Services
Tennessee
$1.67M +$1.55M +10,393 New
MCC
21
Money Concepts Capital
Florida
$1.65M -$15.3K -103 -1%
MFG
22
Merit Financial Group
Georgia
$1.5M -$878K -5,898 -39%
AAS
23
Avantax Advisory Services
Texas
$1.4M -$90.7K -609 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.15M -$1.54M -10,330 -59%
Truist Financial
25
Truist Financial
North Carolina
$1.02M -$4.17K -28 -0.4%