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State Street Income Allocation ETF
INKM

Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$48.9M -$831K -24,143 -2%
ACM
2
AlphaStar Capital Management
North Carolina
$4.87M -$322K -9,360 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.75M -$397K -11,551 -8%
Wells Fargo
4
Wells Fargo
California
$3M -$1.65M -48,092 -35%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.55M +$1.62M +47,025 +170%
UBS Group
6
UBS Group
Switzerland
$2.06M -$423K -12,290 -17%
LPL Financial
7
LPL Financial
California
$1.8M -$41K -1,192 -2%
Stifel Financial
8
Stifel Financial
Missouri
$1.77M -$127K -3,692 -7%
Morgan Stanley
9
Morgan Stanley
New York
$1.66M +$984K +28,591 +143%
RPC
10
Rossmore Private Capital
Connecticut
$905K +$249K +7,250 +38%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$844K +$851K +24,728 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$679K -$77.8K -2,261 -10%
RJA
13
Raymond James & Associates
Florida
$629K -$124K -3,601 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$465K -$37.2K -1,080 -7%
JPLA
15
Joseph P. Lucia & Associates
New York
$268K -$20.6K -600 -7%
CI
16
CX Institutional
Indiana
$246K +$17.6K +512 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$90K +$69.6K +2,023 +337%
APA
18
American Portfolios Advisors
New York
$52.8K +$53.2K +1,546 New
FFWM
19
Future Financial Wealth Management
Ohio
$18K +$138 +4 +0.8%
JP Morgan Chase
20
JP Morgan Chase
New York
$10K – – –
GM
21
GeoWealth Management
Illinois
– -$10.7M -301,769 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$250K -7,049 Closed
KAS
23
Kestra Advisory Services
Texas
– -$248K -7,000 Closed
DC
24
Davenport & Co
Virginia
– -$210K -5,935 Closed
Citadel Advisors
25
Citadel Advisors
Florida
– -$204K -5,757 Closed
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