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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
$556M -$16.5M -230,836 -3%
HNB
2
Huntington National Bank
Ohio
$220M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$215M -$14.7M -204,924 -6%
PAG
4
Private Advisor Group
New Jersey
$205M -$547K -7,637 -0.3%
VA
5
Valmark Advisers
Ohio
$181M +$10.2M +142,218 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$162M -$20M -279,624 -10%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$148M -$1.32M -18,468 -0.8%
Creative Planning
8
Creative Planning
Kansas
$123M +$106M +1,482,129 +448%
MWM
9
Modern Wealth Management
Kansas
$115M -$1.49M -20,876 -1%
SPWG
10
Syntegra Private Wealth Group
Missouri
$108M +$3.38M +47,196 +3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$107M -$6.15M -85,885 -5%
PFA
12
Professional Financial Advisors
Nebraska
$105M +$1.67M +23,352 +2%
HFS
13
Hughes Financial Services
Virginia
$101M -$980K -13,695 -0.9%
RA
14
RFG Advisory
Alabama
$101M -$37.9M -530,123 -26%
Morgan Stanley
15
Morgan Stanley
New York
$100M +$13.5M +188,544 +15%
Ameriprise
16
Ameriprise
Minnesota
$96.8M -$8.02M -112,018 -7%
LPT
17
Legacy Private Trust
Wisconsin
$84.5M +$25.1M +350,091 +39%
Osaic Holdings
18
Osaic Holdings
Arizona
$79.5M -$10.2M -142,100 -11%
Wells Fargo
19
Wells Fargo
California
$78.2M -$2.35M -32,775 -3%
W
20
Wealthquest
Ohio
$73.8M -$1.93M -26,988 -2%
AWAG
21
ARS Wealth Advisors Group
Florida
$67.8M -$530K -7,400 -0.7%
RW
22
RVW Wealth
California
$67.7M +$48.7M +680,261 +215%
RIM
23
Rockbridge Investment Management
New York
$66.2M -$2.2M -30,681 -3%
AF
24
Allworth Financial
California
$58.8M -$9.2M -128,499 -13%
KFP
25
Keener Financial Planning
Texas
$55.8M -$3.91M -54,597 -6%