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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
$928M +$19.6M +473,774 +2%
LPL Financial
2
LPL Financial
California
$748M +$36.7M +887,757 +5%
Betterment LLC
3
Betterment LLC
New York
$566M +$544M +13,151,673 +176,604%
Bank of America
4
Bank of America
North Carolina
$298M -$5.32M -128,586 -2%
Ameriprise
5
Ameriprise
Minnesota
$264M -$603K -14,594 -0.2%
Charles Schwab
6
Charles Schwab
California
$237M -$75.9M -1,836,293 -25%
VA
7
Valmark Advisers
Ohio
$235M +$9.17M +221,780 +4%
RBA
8
Richard Bernstein Advisors
New York
$151M -$4.38M -105,838 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$138M -$14.7M -354,538 -10%
Creative Planning
10
Creative Planning
Kansas
$138M -$5.37M -129,801 -4%
Morgan Stanley
11
Morgan Stanley
New York
$129M +$19.8M +478,087 +19%
PAG
12
Private Advisor Group
New Jersey
$96.9M +$2.55M +61,577 +3%
UBS Group
13
UBS Group
Switzerland
$96.2M +$1.27M +30,767 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$94.6M +$6.4M +154,837 +8%
CAG
15
Crestwood Advisors Group
Massachusetts
$90.6M +$2.12M +51,201 +2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$82.7M +$89.2K +2,157 +0.1%
CWM
17
Congress Wealth Management
Massachusetts
$80.1M +$145K +3,508 +0.2%
SMM
18
Stadion Money Management
Georgia
$76.7M +$1.37M +33,104 +2%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M -$70.4M -1,701,968 -51%
Osaic Holdings
20
Osaic Holdings
Arizona
$66.3M +$7.38M +178,452 +13%
Mariner
21
Mariner
Kansas
$63.9M -$749K -18,128 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$60.8M +$30.9M +747,873 +113%
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$60.8M +$1.73M +41,968 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$59.1M +$6.02M +145,597 +12%
MPM
25
MBB Public Markets
Illinois
$57.5M +$32.1M +776,736 +139%