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State Street SPDR S&P Kensho Future Security ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.01M +$386K +7,783 +12%
CA
2
Cetera Advisors
Colorado
$1.22M -$892 -18 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$901K +$444K +8,950 +121%
UBS Group
4
UBS Group
Switzerland
$742K +$179K +3,616 +37%
CA
5
CoreCap Advisors
Michigan
$620K +$557K +11,244 New
WCM
6
WealthBridge Capital Management
Ohio
$543K +$10.9K +220 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$512K +$196K +3,960 +74%
HighTower Advisors
8
HighTower Advisors
Illinois
$470K +$79.2K +1,598 +23%
FPCP
9
Fort Point Capital Partners
California
$422K -$6.44K -130 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$404K +$87.4K +1,763 +32%
FIM
11
Freedom Investment Management
Connecticut
$307K +$276K +5,568 New
WMR
12
Wealth Management Resources
Rhode Island
$275K +$50 +1 +0%
PWMG
13
Prestige Wealth Management Group
New Jersey
$23.2K
Morgan Stanley
14
Morgan Stanley
New York
$13.5K -$2.88K -58 -19%
IGWM
15
ICA Group Wealth Management
Colorado
$12.7K +$11.4K +230 New
Franklin Resources
16
Franklin Resources
California
$7.72K
TFA
17
Toth Financial Advisory
Virginia
$5.51K
WB
18
Webster Bank
Connecticut
$5.51K
Wells Fargo
19
Wells Fargo
California
$42
3LCM
20
3D/L Capital Management
Connecticut
-$285K -6,083 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$243K -5,198 Closed
Barclays
22
Barclays
United Kingdom
-$44.3K -946 Closed
OIA
23
Optimum Investment Advisors
Illinois
-$23.4K -500 Closed
Bank of America
24
Bank of America
North Carolina
-$18.7K -400 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$8K -166 Closed