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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

Name Holding Trade Value Shares
Change 		Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$270M – – –
Ameriprise
2
Ameriprise
Minnesota
$141M -$3.14M -27,881 -2%
LPL Financial
3
LPL Financial
California
$71.7M +$1.97M +17,526 +3%
KIM
4
Kestra Investment Management
Texas
$29.8M +$1.28M +11,343 +4%
Creative Planning
5
Creative Planning
Kansas
$28.3M -$162K -1,439 -0.6%
Mariner
6
Mariner
Kansas
$23.6M +$2.23M +19,845 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$22.2M +$539K +4,791 +3%
LGA
8
Lebenthal Global Advisors
New York
$13M +$194K +1,726 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.14M +$685K +6,084 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.95M +$1.4M +12,480 +22%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$7.25M +$680K +6,043 +10%
SPIA
12
Steward Partners Investment Advisory
New York
$6.45M +$443K +3,933 +7%
HIW
13
Holos Integrated Wealth
Pennsylvania
$6.37M +$47.2K +419 +0.7%
PAG
14
Private Advisor Group
New Jersey
$5.01M -$33.3K -296 -0.7%
KWM
15
Kingsview Wealth Management
Oregon
$4.37M +$196K +1,739 +5%
FWM
16
FMA Wealth Management
Massachusetts
$4.32M +$65.3K +580 +2%
PCA
17
Pallas Capital Advisors
Massachusetts
$4.19M -$31.1K -276 -0.7%
FIC
18
Family Investment Center
Missouri
$4.15M +$3.04K +27 +0.1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.11M +$1.33M +11,818 +48%
EH
20
Equitable Holdings
New York
$3.96M +$343K +3,047 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.43M +$1.56M +13,895 +86%
Bank of America
22
Bank of America
North Carolina
$2.8M +$71.6K +636 +3%
CWM
23
Collaborative Wealth Management
Florida
$2.79M +$63.8K +567 +2%
IWM
24
IHT Wealth Management
Illinois
$2.51M +$603K +5,353 +32%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.92M +$1.91M +17,001 New
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