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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
$1.82B +$52.7M +1,214,537 +3%
LPL Financial
2
LPL Financial
California
$308M +$44.1M +1,016,181 +15%
VA
3
Valmark Advisers
Ohio
$284M +$17.8M +410,982 +6%
TA
4
Tiedemann Advisors
New York
$274M +$17.7M +408,008 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$66.6M -$1.41M -32,522 -2%
RA
6
RFG Advisory
Alabama
$43.6M +$1.07M +24,739 +3%
Morgan Stanley
7
Morgan Stanley
New York
$42.8M +$5.93M +136,701 +15%
PAG
8
Private Advisor Group
New Jersey
$35.3M +$6.91M +159,349 +22%
CWM
9
Cornerstone Wealth Management
Missouri
$31.7M +$4.63M +106,715 +15%
WFPG
10
Waller Financial Planning Group
Ohio
$31.3M -$875K -20,178 -2%
Wells Fargo
11
Wells Fargo
California
$31.3M -$24M -552,776 -41%
AssetMark Inc
12
AssetMark Inc
California
$26.1M +$272K +6,269 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$24M -$12.1M -278,012 -32%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$21.9M +$6.42M +148,108 +37%
GLA
15
Good Life Advisors
Pennsylvania
$21.8M -$593K -13,681 -2%
PWA
16
Peterson Wealth Advisors
Utah
$21.4M +$1.21M +27,953 +5%
KOC
17
Koss-Olinger Consulting
Florida
$20.9M +$812K +18,721 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$20.7M +$5.62M +129,544 +33%
IA
19
IFP Advisors
Florida
$19.3M
FWM
20
Frontier Wealth Management
Missouri
$15.2M -$13.6M -314,389 -45%
ACM
21
AlphaStar Capital Management
North Carolina
$14.8M -$8.57M -197,509 -35%
MWPCG
22
Measured Wealth Private Client Group
New Hampshire
$13.6M -$6.24M -143,769 -30%
GVAG
23
Great Valley Advisor Group
Delaware
$13.4M +$834K +19,227 +6%
FSG
24
Financial Strategies Group
Michigan
$12.8M +$143K +3,289 +1%
APWA
25
Atlas Private Wealth Advisors
New Jersey
$12.7M +$13.9M +320,579 New