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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
$2.11B +$123M +2,636,252 +6%
LPL Financial
2
LPL Financial
California
$319M +$24.1M +514,463 +8%
VA
3
Valmark Advisers
Ohio
$318M +$1.61M +34,492 +0.5%
TA
4
Tiedemann Advisors
New York
$307M -$9.35M -199,948 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$77.4M +$3.36M +71,860 +4%
Wells Fargo
6
Wells Fargo
California
$63.2M +$9.35M +199,930 +18%
UBS Group
7
UBS Group
Switzerland
$52.5M +$37.4M +799,855 +255%
RA
8
RFG Advisory
Alabama
$45.7M +$6.09M +130,318 +16%
Morgan Stanley
9
Morgan Stanley
New York
$44.5M +$1.4M +29,850 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$41.6M -$24.7M -528,957 -37%
WFPG
11
Waller Financial Planning Group
Ohio
$38.1M +$991K +21,185 +3%
PAG
12
Private Advisor Group
New Jersey
$34.5M -$2.56M -54,675 -7%
CWM
13
Cornerstone Wealth Management
Missouri
$32.7M +$32M +683,321 +7,383%
FWM
14
Frontier Wealth Management
Missouri
$31.8M +$5.39M +115,312 +20%
AssetMark Inc
15
AssetMark Inc
California
$30.7M +$6.48M +138,561 +27%
ACM
16
AlphaStar Capital Management
North Carolina
$26.9M -$2.33M -49,871 -8%
GLA
17
Good Life Advisors
Pennsylvania
$26.5M -$1.65M -35,229 -6%
PWA
18
Peterson Wealth Advisors
Utah
$24.1M +$712K +15,219 +3%
KOC
19
Koss-Olinger Consulting
Florida
$23.9M +$376K +8,047 +2%
MWPCG
20
Measured Wealth Private Client Group
New Hampshire
$22.9M -$88.3K -1,888 -0.4%
IA
21
IFP Advisors
Florida
$19.3M +$7.74M +165,438 +253%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$19.1M +$3.27M +69,850 +21%
HighTower Advisors
23
HighTower Advisors
Illinois
$18.4M +$1.1M +23,550 +6%
AIM
24
Astor Investment Management
Illinois
$17.1M -$133K -2,845 -0.8%
Bank of America
25
Bank of America
North Carolina
$16.8M +$2.04M +43,588 +14%