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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
$2.36B +$83.6M +1,868,876 +4%
LPL Financial
2
LPL Financial
California
$408M +$6M +133,962 +1%
TA
3
Tiedemann Advisors
New York
$264M -$35.5M -793,914 -12%
VA
4
Valmark Advisers
Ohio
$231M +$8.12M +181,437 +4%
B
5
Bridgeworth
Alabama
$72.6M +$4.54M +101,494 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$70M +$30.1M +673,272 +73%
PAG
7
Private Advisor Group
New Jersey
$63.4M +$9.83M +219,583 +18%
SPWG
8
Syntegra Private Wealth Group
Missouri
$51.2M +$5.76M +128,682 +12%
RA
9
RFG Advisory
Alabama
$49.2M +$864K +19,307 +2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$48.4M +$26.5M +591,542 +116%
Morgan Stanley
11
Morgan Stanley
New York
$47.9M +$3.67M +81,937 +8%
AOI
12
Auto-Owners Insurance
Michigan
$45.7M
GWP
13
Gateway Wealth Partners
Wisconsin
$44.2M +$86.9K +1,942 +0.2%
ACM
14
AlphaStar Capital Management
North Carolina
$36.5M +$23.3M +519,512 +161%
Osaic Holdings
15
Osaic Holdings
Arizona
$35.3M +$1.24M +27,692 +4%
CWM
16
Cornerstone Wealth Management
Missouri
$33.7M +$34.3M +766,419 New
Wells Fargo
17
Wells Fargo
California
$31.7M -$70.6K -1,578 -0.2%
WFPG
18
Waller Financial Planning Group
Ohio
$30.5M -$4.82M -107,782 -13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$28.8M +$7.02M +156,781 +31%
KOC
20
Koss-Olinger Consulting
Florida
$27.9M +$3.05M +68,087 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$27.3M +$1.64M +36,664 +6%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$26.3M +$584K +13,040 +2%
AssetMark Inc
23
AssetMark Inc
California
$26.1M +$411K +9,188 +2%
GLA
24
Good Life Advisors
Pennsylvania
$25.3M -$201K -4,487 -0.8%
PWA
25
Peterson Wealth Advisors
Utah
$24.9M +$880K +19,654 +4%