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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
$2.09B +$185M +3,782,474 +10%
VA
2
Valmark Advisers
Ohio
$334M -$529K -10,822 -0.2%
TA
3
Tiedemann Advisors
New York
$333M -$13.7M -280,070 -4%
LPL Financial
4
LPL Financial
California
$310M +$2.25M +46,111 +0.7%
HI
5
Horizon Investments
North Carolina
$145M +$128M +2,612,643 +888%
Osaic Holdings
6
Osaic Holdings
Arizona
$81.5M +$54.6M +1,116,822 +215%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$70.2M +$23.9M +488,611 +53%
PI
8
PFS Investments
Georgia
$56.8M +$55.8M +1,142,787 New
Wells Fargo
9
Wells Fargo
California
$56.7M +$24.7M +505,012 +79%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$46.9M +$1.64M +33,611 +4%
Morgan Stanley
11
Morgan Stanley
New York
$45.4M +$9.2M +188,235 +26%
RA
12
RFG Advisory
Alabama
$41.7M +$6.64M +135,929 +19%
WFPG
13
Waller Financial Planning Group
Ohio
$39.1M +$611K +12,516 +2%
PAG
14
Private Advisor Group
New Jersey
$39.1M +$2.52M +51,629 +7%
ACM
15
AlphaStar Capital Management
North Carolina
$30.2M -$7.18M -147,012 -19%
GLA
16
Good Life Advisors
Pennsylvania
$29.7M +$810K +16,583 +3%
FWM
17
Frontier Wealth Management
Missouri
$29M +$487K +9,964 +2%
AssetMark Inc
18
AssetMark Inc
California
$25.5M +$1.35M +27,665 +6%
KOC
19
Koss-Olinger Consulting
Florida
$24.8M +$183K +3,750 +0.8%
PWA
20
Peterson Wealth Advisors
Utah
$24.6M +$1.41M +28,921 +6%
MWPCG
21
Measured Wealth Private Client Group
New Hampshire
$24.2M +$929K +19,018 +4%
FFS
22
Founders Financial Securities
Maryland
$19M +$4.23M +86,592 +29%
HighTower Advisors
23
HighTower Advisors
Illinois
$18.2M +$9.51M +194,773 +113%
AIM
24
Astor Investment Management
Illinois
$18.2M +$17.9M +366,131 New
ODFS
25
O'Donnell Financial Services
California
$17.5M +$741K +15,173 +4%