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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
$1.87B +$105M +2,485,734 +5%
LPL Financial
2
LPL Financial
California
$336M +$39.5M +930,812 +12%
VA
3
Valmark Advisers
Ohio
$278M +$1.9M +44,780 +0.6%
TA
4
Tiedemann Advisors
New York
$264M -$3.21M -75,596 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$64.2M -$496K -11,698 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$44.2M +$2.79M +65,810 +6%
PAG
7
Private Advisor Group
New Jersey
$39.4M +$5.56M +131,030 +15%
RA
8
RFG Advisory
Alabama
$36.9M -$5.36M -126,300 -13%
KOC
9
Koss-Olinger Consulting
Florida
$34.8M +$16M +377,461 +72%
WFPG
10
Waller Financial Planning Group
Ohio
$30.6M +$224K +5,272 +0.7%
CWM
11
Cornerstone Wealth Management
Missouri
$30.1M -$839K -19,776 -2%
Wells Fargo
12
Wells Fargo
California
$28.5M -$2.04M -48,084 -6%
HighTower Advisors
13
HighTower Advisors
Illinois
$26.6M +$7.24M +170,830 +33%
IA
14
IFP Advisors
Florida
$25.1M +$2.93M +69,042 +30%
AssetMark Inc
15
AssetMark Inc
California
$23.1M -$2.42M -57,005 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$22.2M -$1.23M -28,931 -5%
GLA
17
Good Life Advisors
Pennsylvania
$21.8M +$711K +16,759 +3%
PWA
18
Peterson Wealth Advisors
Utah
$20.6M -$126K -2,971 -0.6%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$19.3M -$2.22M -52,377 -9%
UBS Group
20
UBS Group
Switzerland
$15.5M +$3.65M +86,029 +27%
APWA
21
Atlas Private Wealth Advisors
New Jersey
$14.6M +$2.47M +58,219 +18%
GVAG
22
Great Valley Advisor Group
Delaware
$13.4M +$395K +9,306 +3%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$12.9M +$14M +331,034 +14,693%
FSG
24
Financial Strategies Group
Michigan
$12.5M +$46.3K +1,093 +0.3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$4.14M +97,586 +44%