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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
$608M -$3.21M -46,301 -0.6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$240M +$3.43M +49,444 +2%
Creative Planning
3
Creative Planning
Kansas
$222M +$80.4M +1,158,184 +64%
PAG
4
Private Advisor Group
New Jersey
$216M -$9.83M -141,678 -5%
VA
5
Valmark Advisers
Ohio
$205M +$5.8M +83,506 +3%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$195M +$29.8M +429,954 +20%
HNB
7
Huntington National Bank
Ohio
$180M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$149M +$26.6M +383,922 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$143M -$32.5M -468,696 -20%
HFS
10
Hughes Financial Services
Virginia
$123M +$8.92M +128,549 +9%
Osaic Holdings
11
Osaic Holdings
Arizona
$121M +$30.7M +442,764 +38%
MWM
12
Modern Wealth Management
Kansas
$120M -$6.67M -96,164 -6%
PFA
13
Professional Financial Advisors
Nebraska
$118M +$2.13M +30,672 +2%
SPWG
14
Syntegra Private Wealth Group
Missouri
$116M -$2.79M -40,258 -3%
Ameriprise
15
Ameriprise
Minnesota
$103M -$3.52M -50,703 -4%
Morgan Stanley
16
Morgan Stanley
New York
$99M -$10.7M -154,573 -10%
Wells Fargo
17
Wells Fargo
California
$86.2M +$158K +2,279 +0.2%
LPT
18
Legacy Private Trust
Wisconsin
$83M -$9.24M -133,077 -11%
W
19
Wealthquest
Ohio
$82.8M +$1.41M +20,345 +2%
AWAG
20
ARS Wealth Advisors Group
Florida
$76.1M +$1.37M +19,669 +2%
RIM
21
Rockbridge Investment Management
New York
$74M +$1.04M +14,985 +2%
KFP
22
Keener Financial Planning
Texas
$72.5M +$10.3M +148,688 +18%
AF
23
Allworth Financial
California
$69M +$2.53M +36,517 +4%
BIP
24
Blueprint Investment Partners
North Carolina
$68.9M +$20.3M +291,817 +46%
Bank of America
25
Bank of America
North Carolina
$64.1M +$4.08M +58,757 +7%