We are live on ! Find out more
SPTM icon

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$754M -$17.7M -200,872 -2%
AssetMark Inc
2
AssetMark Inc
California
$500M +$6.32M +71,780 +1%
Creative Planning
3
Creative Planning
Kansas
$385M +$10.4M +118,053 +3%
VA
4
Valmark Advisers
Ohio
$269M +$1.91M +21,729 +0.7%
TI
5
Tidal Investments
Wisconsin
$267M +$3.79M +43,060 +1%
PAG
6
Private Advisor Group
New Jersey
$239M -$40.8M -463,230 -15%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$228M -$6.93M -78,765 -3%
PFA
8
Professional Financial Advisors
Nebraska
$204M +$62.6M +711,325 +46%
HFS
9
Hughes Financial Services
Virginia
$157M +$5.14M +58,458 +3%
Morgan Stanley
10
Morgan Stanley
New York
$142M +$3.35M +38,096 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$140M +$9.06M +102,974 +7%
Ameriprise
12
Ameriprise
Minnesota
$136M +$19.6M +223,082 +17%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$131M +$2.27M +25,823 +2%
SPWG
14
Syntegra Private Wealth Group
Missouri
$124M -$4.55M -51,713 -4%
KFP
15
Keener Financial Planning
Texas
$104M +$4.99M +56,706 +5%
MWM
16
Modern Wealth Management
Kansas
$103M -$22.6M -256,754 -19%
AF
17
Allworth Financial
California
$95.1M -$2.12M -24,140 -2%
Wells Fargo
18
Wells Fargo
California
$93.6M +$424K +4,819 +0.5%
AWAG
19
ARS Wealth Advisors Group
Florida
$92.5M -$1.17M -13,341 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$90.7M -$1.03M -11,706 -1%
Bank of America
21
Bank of America
North Carolina
$82.9M -$5.31M -60,365 -6%
RIM
22
Rockbridge Investment Management
New York
$82.1M -$2.6M -29,580 -3%
BIP
23
Blueprint Investment Partners
North Carolina
$79.8M +$10.7M +121,475 +16%
VAMG
24
Voisard Asset Management Group
Michigan
$78.9M +$2.53M +28,697 +3%
W
25
Wealthquest
Ohio
$78.7M +$482K +5,472 +0.6%