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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
$4.52B +$151M +2,922,150 +4%
Betterment LLC
2
Betterment LLC
New York
$1.04B +$65.5M +1,271,524 +7%
LPL Financial
3
LPL Financial
California
$689M -$22.1M -429,729 -3%
VA
4
Valmark Advisers
Ohio
$361M +$14.2M +274,765 +4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$255M -$97.2M -1,887,070 -29%
AG
6
AlTi Global
New York
$201M -$84.2M -1,634,852 -31%
HighTower Advisors
7
HighTower Advisors
Illinois
$174M +$12.5M +242,156 +8%
TPSF
8
Texas Permanent School Fund
Texas
$162M +$401K +7,791 +0.3%
Morgan Stanley
9
Morgan Stanley
New York
$162M +$17.9M +347,947 +13%
HP
10
Hancock Prospecting
Australia
$156M
FWI
11
Facet Wealth Inc
Maryland
$151M +$13.3M +257,924 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$147M +$28.6M +555,823 +26%
Bank of America
13
Bank of America
North Carolina
$102M -$500K -9,706 -0.5%
ETC
14
Exchange Traded Concepts
Oklahoma
$94.1M +$89.2M +1,731,058 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$84.3M +$16.3M +315,630 +26%
Osaic Holdings
16
Osaic Holdings
Arizona
$78.3M +$1.41M +27,377 +2%
UBS Group
17
UBS Group
Switzerland
$78M +$17.9M +347,625 +32%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$77.4M -$2.28M -44,298 -3%
HBT
19
Hills Bank & Trust
Iowa
$65M +$30.2M +586,903 +96%
FCAS
20
First Command Advisory Services
Texas
$62M +$9.54M +185,244 +19%
CWM
21
Cornerstone Wealth Management
Missouri
$58.3M +$1.77M +34,344 +3%
AOI
22
Auto-Owners Insurance
Michigan
$56.6M +$38.2M +741,707 +249%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$56.1M +$4.86M +94,311 +10%
FFA
24
Farther Finance Advisors
California
$52.8M +$28.4M +550,634 +131%
MSA
25
Mason Street Advisors
Wisconsin
$50.4M