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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
$76.5M -$11.1M -55,928 -13%
Raymond James Financial
2
Raymond James Financial
Florida
$36M +$13.5M +67,954 +63%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.1M +$2.83M +14,271 +11%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$21.8M +$1.6M +8,074 +8%
Ameriprise
5
Ameriprise
Minnesota
$18.6M +$2.77M +13,958 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M -$1.66M -8,392 -10%
Bank of America
7
Bank of America
North Carolina
$13.6M +$285K +1,437 +2%
MCM
8
MAI Capital Management
Ohio
$12M +$107K +538 +0.9%
SWA
9
Stratos Wealth Advisors
Ohio
$10.1M -$12.5K -63 -0.1%
CFS
10
Compass Financial Services
Iowa
$10M -$277K -1,394 -3%
ACM
11
Absolute Capital Management
Pennsylvania
$8.25M +$1.03M +5,200 +15%
RWIA
12
Roger Wittlin Investment Advisory
California
$8.01M -$574K -2,895 -7%
Morgan Stanley
13
Morgan Stanley
New York
$7.34M -$130K -657 -2%
GK
14
Graney & King
New York
$7.07M +$766K +3,862 +13%
RBWA
15
RFG - Bristol Wealth Advisors
Massachusetts
$6.77M +$1.36M +6,855 +26%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.93M -$9.52K -48 -0.2%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$5.91M -$11.7K -59 -0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.58M +$1.16M +5,827 +27%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.93M -$293K -1,477 -6%
JWCA
20
J.W. Cole Advisors
Florida
$4.7M +$385K +1,941 +9%
UWM
21
USAdvisors Wealth Management
Minnesota
$4.22M +$473K +2,385 +13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.72M +$580K +2,925 +19%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.09M -$104K -525 -3%
SWP
24
Stratos Wealth Partners
Ohio
$3.03M +$172K +866 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.03M +$1.9M +9,599 +184%