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

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$11.3B -$14.6K -307 -0.1%
LPL Financial
2
LPL Financial
California
$322M +$27.4M +576,123 +9%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$159M -$6.77M -142,564 -4%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$105M +$14.5M +305,788 +16%
VA
5
Valmark Advisers
Ohio
$93.1M +$5.25M +110,467 +6%
Morgan Stanley
6
Morgan Stanley
New York
$77.6M -$13.4M -282,632 -15%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$73.5M +$17M +356,781 +30%
SFP
8
Shepherd Financial Partners
Massachusetts
$67.9M +$1.06M +22,207 +2%
RIM
9
Rockbridge Investment Management
New York
$61M +$867K +18,259 +1%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$58.8M -$4.25M -89,448 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$57.1M -$13.7M -289,187 -19%
Ameriprise
12
Ameriprise
Minnesota
$56.5M +$5.15M +108,463 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$55.5M -$5.16M -108,561 -8%
RA
14
RFG Advisory
Alabama
$52.9M +$11.4M +239,636 +30%
PFA
15
Professional Financial Advisors
Nebraska
$52M +$1.71M +35,974 +3%
AWAG
16
ARS Wealth Advisors Group
Florida
$37.9M -$1.16M -24,325 -3%
AF
17
Allworth Financial
California
$37.2M +$533K +11,215 +1%
FSG
18
Financial Strategies Group
Michigan
$36.9M +$298K +6,281 +0.8%
PAS
19
Park Avenue Securities
New York
$35.6M +$969K +20,402 +3%
SWM
20
SigFig Wealth Management
California
$34.3M -$424K -8,924 -1%
BFG
21
Barber Financial Group
Kansas
$34.3M -$4.34M -91,279 -11%
WFS
22
Weitzel Financial Services
Iowa
$33.5M +$853K +17,951 +3%
FEG
23
Financial Enhancement Group
Indiana
$33.2M +$31M +652,262 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$32.4M -$316K -6,655 -1%
GWA
25
Gibson Wealth Advisors
Texas
$31.4M +$30.9M +651,000 +6,200%