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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
$500M +$70.5M +2,093,178 +17%
SMM
2
Stadion Money Management
Georgia
$77.3M -$565K -16,790 -0.7%
WA
3
Waddell & Associates
Tennessee
$42.3M +$1.09M +32,378 +3%
RJA
4
Raymond James & Associates
Florida
$36.4M +$26.4M +784,279 +277%
NAS
5
Nicolet Advisory Services
Wisconsin
$32.1M +$13.9M +413,269 +78%
HIM
6
Hanlon Investment Management
New Jersey
$18.1M +$16.5M +490,808 +1,217%
WFPG
7
Waller Financial Planning Group
Ohio
$16.6M +$1.19M +35,454 +8%
CCFM
8
Clear Creek Financial Management
Washington
$16.2M +$16M +475,241 New
FI
9
FormulaFolio Investments
Michigan
$15.5M +$6.01M +178,607 +64%
AA
10
Advisory Alpha
Michigan
$15.4M +$1.48M +43,998 +11%
William Blair & Company
11
William Blair & Company
Illinois
$13.1M +$24.6K +731 +0.2%
Ameriprise
12
Ameriprise
Minnesota
$11.3M +$1.06M +31,423 +10%
PWA
13
Peterson Wealth Advisors
Utah
$11M +$689K +20,470 +7%
AI
14
Atria Investments
North Carolina
$10.7M +$10.6M +313,371 +2,058%
EWM
15
Executive Wealth Management
Michigan
$10.5M +$10.4M +308,300 New
Morgan Stanley
16
Morgan Stanley
New York
$10.3M -$1.52M -45,220 -13%
WAS
17
Winch Advisory Services
Wisconsin
$9.92M +$147K +4,362 +2%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$9.25M +$475K +14,116 +5%
PFA
19
Pure Financial Advisors
California
$8.59M +$580K +17,223 +7%
AAS
20
Annex Advisory Services
Wisconsin
$7.79M +$790K +23,453 +11%
WI
21
WrapManager Inc
California
$7.52M +$236K +7,004 +3%
SFG
22
StrategIQ Financial Group
Indiana
$7.32M -$409K -12,159 -5%
CG
23
Colony Group
Massachusetts
$6.65M +$101 +3 +0%
EFL
24
ERn Financial LLC
Wisconsin
$5.95M +$139K +4,113 +2%
RA
25
RFG Advisory
Alabama
$5.66M +$125K +3,703 +2%