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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
$766M +$51.8M +1,394,841 +8%
LPL Financial
2
LPL Financial
California
$596M +$101M +2,714,180 +22%
Charles Schwab
3
Charles Schwab
California
$280M +$34.9M +940,080 +15%
VA
4
Valmark Advisers
Ohio
$199M +$26.6M +716,584 +16%
Ameriprise
5
Ameriprise
Minnesota
$165M +$118M +3,164,936 +291%
Creative Planning
6
Creative Planning
Kansas
$131M +$3.6M +96,961 +3%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$115M +$8.95M +240,836 +9%
Bank of America
8
Bank of America
North Carolina
$114M +$62.2M +1,672,805 +133%
PAG
9
Private Advisor Group
New Jersey
$90M +$6.85M +184,258 +9%
UBS Group
10
UBS Group
Switzerland
$86M +$19.9M +534,760 +32%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$78.8M +$20.1M +539,582 +36%
CAG
12
Crestwood Advisors Group
Massachusetts
$77.6M +$35.8M +963,341 +93%
MFG
13
Merit Financial Group
Georgia
$70.6M +$2.55M +68,555 +4%
Morgan Stanley
14
Morgan Stanley
New York
$69.4M +$38.1M +1,023,809 +134%
SPWG
15
Syntegra Private Wealth Group
Missouri
$67.5M +$5.72M +154,024 +10%
CWM
16
Congress Wealth Management
Massachusetts
$60.8M +$2.07M +55,796 +4%
SMM
17
Stadion Money Management
Georgia
$59.7M +$380K +10,224 +0.7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$58.2M +$55.4M +1,490,225 +20,434%
Mariner
19
Mariner
Kansas
$54.7M +$43M +1,157,178 +463%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$54.4M +$5.41M +145,607 +12%
Osaic Holdings
21
Osaic Holdings
Arizona
$44.6M +$8.64M +232,493 +25%
Wells Fargo
22
Wells Fargo
California
$39.7M +$17.3M +464,777 +83%
B
23
Bridgeworth
Alabama
$39.3M +$3.05M +82,188 +9%
OWP
24
Obermeyer Wealth Partners
Colorado
$39.3M +$37.6M +1,011,092 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$36.8M -$20.2M -543,772 -36%