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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
$2.67B +$204M +4,659,619 +9%
LPL Financial
2
LPL Financial
California
$472M +$43.6M +998,404 +11%
TA
3
Tiedemann Advisors
New York
$266M -$8.99M -205,737 -3%
VA
4
Valmark Advisers
Ohio
$250M +$9.17M +209,856 +4%
Morgan Stanley
5
Morgan Stanley
New York
$117M +$63.6M +1,456,181 +134%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$92.4M +$39.9M +912,330 +83%
HighTower Advisors
7
HighTower Advisors
Illinois
$91M +$16.9M +387,762 +24%
B
8
Bridgeworth
Alabama
$77.7M +$1.77M +40,492 +2%
SPWG
9
Syntegra Private Wealth Group
Missouri
$59.2M +$5.48M +125,539 +11%
RA
10
RFG Advisory
Alabama
$58M +$6.27M +143,593 +13%
PAG
11
Private Advisor Group
New Jersey
$55.4M -$10.5M -239,516 -17%
APWA
12
Atlas Private Wealth Advisors
New Jersey
$49.6M +$25.6M +585,073 +118%
AOI
13
Auto-Owners Insurance
Michigan
$47.8M
Osaic Holdings
14
Osaic Holdings
Arizona
$39.3M +$2.23M +51,043 +6%
CWM
15
Cornerstone Wealth Management
Missouri
$36.1M +$886K +20,285 +3%
Wells Fargo
16
Wells Fargo
California
$35.8M +$2.6M +59,484 +8%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$33.9M +$3.65M +83,445 +13%
GWP
18
Gateway Wealth Partners
Wisconsin
$33.6M -$11.9M -271,964 -27%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$31.8M +$3.12M +71,354 +11%
WFPG
20
Waller Financial Planning Group
Ohio
$31.7M -$98.6K -2,257 -0.3%
KOC
21
Koss-Olinger Consulting
Florida
$30.7M +$1.5M +34,246 +5%
ACM
22
AlphaStar Capital Management
North Carolina
$27.9M -$10.2M -234,268 -28%
GLA
23
Good Life Advisors
Pennsylvania
$27.3M +$804K +18,392 +3%
AssetMark Inc
24
AssetMark Inc
California
$26.8M -$461K -10,544 -2%
PWA
25
Peterson Wealth Advisors
Utah
$26.1M -$7.6K -174 -0%