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
$611M -$4.4M -65,215 -0.7%
HNB
2
Huntington National Bank
Ohio
$246M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$238M -$3.4M -50,403 -1%
PAG
4
Private Advisor Group
New Jersey
$207M -$902K -13,355 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$187M +$1.83M +27,041 +1%
VA
6
Valmark Advisers
Ohio
$169M +$6.2M +91,768 +4%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$151M -$482K -7,139 -0.3%
RA
8
RFG Advisory
Alabama
$134M +$42.6M +630,598 +49%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$117M -$4.69M -69,382 -4%
PFA
10
Professional Financial Advisors
Nebraska
$105M +$1.02M +15,058 +1%
SPWG
11
Syntegra Private Wealth Group
Missouri
$105M +$7.78M +115,145 +8%
SFP
12
Shepherd Financial Partners
Massachusetts
$104M +$1.74M +25,825 +2%
Ameriprise
13
Ameriprise
Minnesota
$100M -$6.06M -89,736 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$92.5M +$2.99M +44,220 +3%
Morgan Stanley
15
Morgan Stanley
New York
$90.9M +$5.41M +80,118 +7%
W
16
Wealthquest
Ohio
$76.5M +$3.86M +57,128 +5%
RIM
17
Rockbridge Investment Management
New York
$74.2M -$32.9M -487,822 -32%
Wells Fargo
18
Wells Fargo
California
$70.8M +$19.5M +289,232 +40%
AWAG
19
ARS Wealth Advisors Group
Florida
$69.9M -$521K -7,720 -0.8%
AF
20
Allworth Financial
California
$68M +$2.44M +36,168 +4%
MWM
21
Modern Wealth Management
Kansas
$60.1M -$1.91M -28,323 -3%
SWP
22
Stratos Wealth Partners
Ohio
$56.8M +$7.49M +110,929 +16%
KFP
23
Keener Financial Planning
Texas
$55.9M -$1.66M -24,561 -3%
FSG
24
Financial Strategies Group
Michigan
$54.1M -$122K -1,809 -0.2%
BIP
25
Blueprint Investment Partners
North Carolina
$51.1M -$16.3M -241,609 -25%