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State Street SPDR S&P Kensho New Economies Composite ETF
KOMP

Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.24B +$172M +3,320,427 +16%
OIA
2
OneDigital Investment Advisors
Kansas
$40.8M +$6.26M +120,556 +18%
CPA
3
Capital Planning Advisors
California
$32.1M +$230K +4,434 +0.7%
Betterment LLC
4
Betterment LLC
New York
$30.4M +$18.4M +354,429 +153%
Morgan Stanley
5
Morgan Stanley
New York
$21.2M +$9.47M +182,407 +81%
IF
6
Intrua Financial
Texas
$17M +$7.19M +138,554 +73%
Bank of America
7
Bank of America
North Carolina
$16.3M -$22.2M -427,762 -58%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.9M -$10.6M -204,547 -43%
SFP
9
Sweet Financial Partners
Minnesota
$13.4M +$9.73M +187,358 +265%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.3M -$8.78M -169,102 -46%
FA
11
FDx Advisors
Illinois
$9.37M +$9.15M +176,223 +4,254%
LPL Financial
12
LPL Financial
California
$8.46M -$827K -15,931 -9%
CWP
13
Concord Wealth Partners
Virginia
$7.22M -$2.93M -56,423 -29%
BWM
14
Bulltick Wealth Management
Florida
$7.09M – – –
MHS
15
M Holdings Securities
Oregon
$6.7M +$6.69M +128,908 New
RJA
16
Raymond James & Associates
Florida
$5.66M +$91.8K +1,768 +2%
NC
17
NovaPoint Capital
Georgia
$5.45M +$242K +4,660 +5%
Mariner
18
Mariner
Kansas
$5.23M +$3.1M +59,627 +145%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.14M +$141K +2,722 +3%
Goldman Sachs
20
Goldman Sachs
New York
$4.97M +$4.67M +90,000 +1,590%
CAMV
21
Concord Asset Management (Virginia)
Virginia
$4.89M -$1.76M -33,933 -27%
GLA
22
Good Life Advisors
Pennsylvania
$4.15M +$893K +17,194 +27%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.51M +$553K +10,659 +19%
OMC
24
Old Mission Capital
Illinois
$3.36M +$477K +9,187 +17%
TW
25
Towerpoint Wealth
California
$2.98M +$238K +4,575 +9%
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