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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$227M +$109M +3,006,615 +92%
SMM
2
Stadion Money Management
Georgia
$84M -$3.33M -92,127 -4%
Ameriprise
3
Ameriprise
Minnesota
$61M +$58.3M +1,610,766 +2,027%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.4M +$17M +471,245 +1,293%
RJA
5
Raymond James & Associates
Florida
$14.5M +$845K +23,362 +6%
CAL
6
Capital Analysts LLC
Pennsylvania
$9.79M +$998K +27,585 +11%
PWA
7
Peterson Wealth Advisors
Utah
$9.32M +$537K +14,837 +6%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$7.76M +$623K +17,221 +9%
Morgan Stanley
9
Morgan Stanley
New York
$7.6M +$2.42M +67,039 +47%
UBS Group
10
UBS Group
Switzerland
$7.56M +$1.08M +29,853 +17%
SAM
11
Stringer Asset Management
Tennessee
$7.12M +$1.36M +37,626 +24%
FI
12
FormulaFolio Investments
Michigan
$6.35M +$1.1M +30,411 +21%
WI
13
WrapManager Inc
California
$5.79M -$145K -4,015 -2%
SFG
14
StrategIQ Financial Group
Indiana
$5.75M +$610K +16,877 +12%
PFA
15
Pure Financial Advisors
California
$5.61M +$5.62M +155,271 New
MGIA
16
Moneta Group Investment Advisors
Missouri
$5.57M +$5.57M +154,015 New
RA
17
RFG Advisory
Alabama
$5.53M -$3.69M -101,977 -40%
WAS
18
Winch Advisory Services
Wisconsin
$5.38M +$24.5K +678 +0.5%
IA
19
IFP Advisors
Florida
$5.08M +$1.82M +50,325 +56%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.41M +$1.27M +35,021 +40%
ACI
21
Alpha Cubed Investments
California
$4.41M +$4.79M +132,378 New
JWM
22
Jackson Wealth Management
Florida
$4.05M -$54.4K -1,503 -1%
CF
23
Copperwynd Financial
Arizona
$3.43M +$423K +11,683 +14%
William Blair & Company
24
William Blair & Company
Illinois
$3.42M -$508K -14,050 -13%
CFGF
25
Compass Financial Group (Florida)
Florida
$3.36M +$81K +2,240 +2%