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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
$5.03B +$276M +4,903,905 +6%
Betterment LLC
2
Betterment LLC
New York
$1.15B +$54.7M +970,630 +5%
LPL Financial
3
LPL Financial
California
$725M +$179K +3,184 +0%
VA
4
Valmark Advisers
Ohio
$391M +$10.9M +193,168 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$270M +$1.89M +33,612 +0.7%
HighTower Advisors
6
HighTower Advisors
Illinois
$191M +$7.08M +125,678 +4%
Morgan Stanley
7
Morgan Stanley
New York
$182M +$11.9M +211,346 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$181M +$26.6M +471,708 +17%
AG
9
AlTi Global
New York
$178M -$33M -586,063 -16%
TPSF
10
Texas Permanent School Fund
Texas
$171M
FWI
11
Facet Wealth Inc
Maryland
$166M +$10.4M +184,356 +7%
Bank of America
12
Bank of America
North Carolina
$127M +$20M +354,307 +19%
ETC
13
Exchange Traded Concepts
Oklahoma
$108M +$8.46M +150,152 +9%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$92.2M +$3.54M +62,798 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$88M +$5.42M +96,127 +7%
UBS Group
16
UBS Group
Switzerland
$82M -$86.7K -1,539 -0.1%
HP
17
Hancock Prospecting
Australia
$80.7M -$82.5M -1,464,720 -51%
MSA
18
Mason Street Advisors
Wisconsin
$77.9M +$24.5M +434,600 +47%
FCAS
19
First Command Advisory Services
Texas
$75M +$9.72M +172,595 +15%
HBT
20
Hills Bank & Trust
Iowa
$71.8M +$3.37M +59,881 +5%
CWM
21
Cornerstone Wealth Management
Missouri
$62.7M +$1.37M +24,253 +2%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$60.8M +$1.77M +31,342 +3%
UCFA
23
United Capital Financial Advisors
Texas
$60.7M +$13.8M +244,384 +30%
AOI
24
Auto-Owners Insurance
Michigan
$59.5M
Goldman Sachs
25
Goldman Sachs
New York
$51.9M +$276K +4,904 +0.5%