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State Street Income Allocation ETF
INKM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1
Elevation Capital Advisory
Oregon
$5.47M +$5.43M +165,260 New
MWM
2
Manske Wealth Management
Texas
$2.72M +$47.1K +1,435 +2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.23M +$48.9K +1,489 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.85M +$101K +3,077 +6%
Truist Financial
5
Truist Financial
North Carolina
$1.84M +$101K +3,075 +6%
LPL Financial
6
LPL Financial
California
$1.51M -$1.05M -31,973 -41%
RPC
7
Rossmore Private Capital
Connecticut
$899K -$146K -4,450 -14%
Wells Fargo
8
Wells Fargo
California
$757K -$65.4K -1,991 -8%
Raymond James Financial
9
Raymond James Financial
Florida
$726K -$252K -7,678 -26%
Morgan Stanley
10
Morgan Stanley
New York
$612K +$20.6K +628 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$468K -$50.5K -1,537 -10%
CNBOF
12
City National Bank of Florida
Florida
$402K +$399K +12,146 New
SW
13
Simplicity Wealth
New Jersey
$402K +$399K +12,146 New
ACM
14
AlphaStar Capital Management
North Carolina
$360K -$427 -13 -0.1%
Citadel Advisors
15
Citadel Advisors
Florida
$295K +$21.4K +650 +8%
IWM
16
IHT Wealth Management
Illinois
$215K +$213K +6,487 New
JPLA
17
Joseph P. Lucia & Associates
New York
$209K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$106K +$164 +5 +0.2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$71.7K +$27.4K +833 +62%
AAS
20
Ameritas Advisory Services
Nebraska
$29K – – –
SS
21
SBI Securities
Japan
$21.4K +$2.4K +73 +13%
FFWM
22
Future Financial Wealth Management
Ohio
$21K +$230 +7 +1%
CI
23
CX Institutional
Indiana
$21K -$33 -1 -0.2%
KPP
24
Kings Path Partners
Texas
$3.31K +$3.29K +100 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$33 +$33 +1 New
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