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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$253M +$210M +8,535,458 +881%
VA
2
Valmark Advisers
Ohio
$188M +$41.1M +1,673,157 +31%
Charles Schwab
3
Charles Schwab
California
$143M -$1.46M -59,474 -1%
SMM
4
Stadion Money Management
Georgia
$130M +$7.53M +306,642 +7%
Creative Planning
5
Creative Planning
Kansas
$68.5M +$12.2M +495,040 +24%
GC
6
Grimes & Company
Massachusetts
$51.5M +$46.3M +1,885,621 +3,494%
LPL Financial
7
LPL Financial
California
$47.8M +$16M +651,137 +57%
AAS
8
Annex Advisory Services
Wisconsin
$45.9M +$3.71M +150,858 +10%
AF
9
Allworth Financial
California
$43.9M +$791K +32,185 +2%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$40.7M +$6.32M +257,180 +20%
GI
11
Gradient Investments
Minnesota
$38.5M -$175K -7,121 -0.5%
UBS Group
12
UBS Group
Switzerland
$34.8M +$26.7M +1,084,920 +480%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.6M +$10.7M +435,064 +115%
WFPG
14
Waller Financial Planning Group
Ohio
$20M +$3.19M +129,818 +21%
AssetMark Inc
15
AssetMark Inc
California
$18.1M -$10.4M -422,975 -38%
CAG
16
Crestwood Advisors Group
Massachusetts
$17.9M +$5.88M +239,470 +55%
SWP
17
Stratos Wealth Partners
Ohio
$16.7M +$12.1M +491,662 +359%
TC
18
TownSquare Capital
Utah
$15.7M -$624K -25,386 -4%
RJA
19
Raymond James & Associates
Florida
$14.4M +$3.51M +142,894 +36%
PFA
20
Pure Financial Advisors
California
$14.3M -$3.15M -128,285 -19%
BFG
21
Barber Financial Group
Kansas
$14.3M +$642K +26,145 +5%
CAL
22
Capital Analysts LLC
Pennsylvania
$13.9M +$6.7M +272,727 +110%
EDRIA
23
Edmonds Duncan Registered Investment Advisors
Kansas
$12.3M +$116K +4,737 +1%
MFS
24
McNamara Financial Services
Massachusetts
$11.8M +$104K +4,223 +1%
FWM
25
Frontier Wealth Management
Missouri
$11.7M +$3.98M +161,868 +58%