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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
$583M +$22.7M +354,978 +4%
HNB
2
Huntington National Bank
Ohio
$232M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$229M +$10.8M +168,574 +5%
PAG
4
Private Advisor Group
New Jersey
$196M -$2.68M -41,788 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M -$9.49M -148,236 -5%
VA
6
Valmark Advisers
Ohio
$154M -$2.19M -34,272 -1%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$143M +$2.74M +42,726 +2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$116M -$13.1M -204,351 -10%
RIM
9
Rockbridge Investment Management
New York
$103M +$1.94M +30,352 +2%
Ameriprise
10
Ameriprise
Minnesota
$101M -$3.92M -61,248 -4%
PFA
11
Professional Financial Advisors
Nebraska
$98.8M +$1.1M +17,199 +1%
SFP
12
Shepherd Financial Partners
Massachusetts
$96.7M -$364K -5,680 -0.4%
SPWG
13
Syntegra Private Wealth Group
Missouri
$92.1M +$3.16M +49,416 +4%
RA
14
RFG Advisory
Alabama
$84.6M +$1.6M +25,045 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$84.6M -$40.5K -632 -0%
Morgan Stanley
16
Morgan Stanley
New York
$80.8M +$2.03M +31,688 +3%
W
17
Wealthquest
Ohio
$69.3M +$3.99M +62,337 +6%
AWAG
18
ARS Wealth Advisors Group
Florida
$66.7M +$813K +12,703 +1%
BIP
19
Blueprint Investment Partners
North Carolina
$64.4M +$13M +203,455 +27%
AF
20
Allworth Financial
California
$62.7M +$3.22M +50,312 +6%
MWM
21
Modern Wealth Management
Kansas
$58.8M +$20.9M +327,074 +59%
KFP
22
Keener Financial Planning
Texas
$54.6M +$2.3M +35,859 +5%
FSG
23
Financial Strategies Group
Michigan
$51.4M -$1.23M -19,213 -2%
WCAMG
24
Woodard & Company Asset Management Group
North Carolina
$48.9M +$2.09M +32,632 +5%
Wells Fargo
25
Wells Fargo
California
$47.9M -$132K -2,056 -0.3%