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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Creative Planning
1
Creative Planning
Kansas
USD 6840 M +USD 296 M +4,607,251 +5%
Betterment LLC
2
Betterment LLC
New York
USD 1275 M -USD 85.8 M -1,333,524 -7%
LPL Financial
3
LPL Financial
California
USD 909 M +USD 38.8 M +603,835 +5%
Bank of America
4
Bank of America
North Carolina
USD 585 M +USD 433 M +6,727,602 +348%
Valmark Advisers
5
Valmark Advisers
Ohio
USD 480 M -USD 7.45 M -115,834 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 303 M +USD 21.9 M +340,186 +8%
Morgan Stanley
7
Morgan Stanley
New York
USD 263 M +USD 6.17 M +95,830 +3%
AlTi Global
8
AlTi Global
New York
USD 189 M -USD 1.3 M -20,206 -0.7%
Facet Wealth Inc
9
Facet Wealth Inc
Maryland
USD 178 M +USD 3.36 M +52,197 +2%
First Command Advisory Services
10
First Command Advisory Services
Texas
USD 138 M +USD 13.6 M +211,146 +12%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 130 M -USD 1.94 M -30,212 -2%
UBS Group
12
UBS Group
Switzerland
USD 116 M -USD 137 M -2,123,598 -55%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 111 M -USD 22.4 M -348,795 -17%
Koss-Olinger Consulting
14
Koss-Olinger Consulting
Florida
USD 106 M +USD 32.9 M +510,671 +48%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 104 M +USD 11.8 M +184,045 +14%
Wells Fargo
16
Wells Fargo
California
USD 103 M +USD 4.78 M +74,251 +5%
United Capital Financial Advisors
17
United Capital Financial Advisors
Texas
USD 101 M +USD 3.74 M +58,171 +4%
Mason Street Advisors
18
Mason Street Advisors
Wisconsin
USD 95.9 M -USD 9.19 M -142,897 -9%
Hancock Prospecting
19
Hancock Prospecting
Australia
USD 95.3 M – – –
William Blair & Company
20
William Blair & Company
Illinois
USD 87.5 M +USD 29.3 M +455,777 +54%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
USD 83.1 M +USD 3.11 M +48,386 +4%
Raymond James Financial
22
Raymond James Financial
Florida
USD 82.7 M +USD 11.3 M +174,886 +17%
Hills Bank & Trust
23
Hills Bank & Trust
Iowa
USD 82.2 M -USD 5 M -77,650 -6%
CWM
24
Cornerstone Wealth Management
Missouri
USD 74.9 M -USD 526 k -8,168 -0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 71 M +USD 11.9 M +185,426 +21%
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