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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
$667M +$11.5M +147,557 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$252M -$6.09M -78,385 -2%
Creative Planning
3
Creative Planning
Kansas
$243M +$3.59M +46,187 +2%
PAG
4
Private Advisor Group
New Jersey
$230M -$2.61M -33,648 -1%
VA
5
Valmark Advisers
Ohio
$227M +$6.02M +77,468 +3%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$212M +$1.73M +22,225 +0.9%
AssetMark Inc
7
AssetMark Inc
California
$208M +$199M +2,554,574 +12,455%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$160M +$894K +11,509 +0.6%
HNB
9
Huntington National Bank
Ohio
$156M
Osaic Holdings
10
Osaic Holdings
Arizona
$136M +$9.19M +118,295 +7%
HFS
11
Hughes Financial Services
Virginia
$134M +$1.56M +20,133 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$133M -$20.7M -265,965 -14%
PFA
13
Professional Financial Advisors
Nebraska
$131M +$3.5M +45,000 +3%
SPWG
14
Syntegra Private Wealth Group
Missouri
$122M -$3.13M -40,292 -3%
MWM
15
Modern Wealth Management
Kansas
$120M -$8.66M -111,414 -7%
Ameriprise
16
Ameriprise
Minnesota
$114M +$2.86M +36,760 +3%
Morgan Stanley
17
Morgan Stanley
New York
$108M +$1.66M +21,313 +2%
Wells Fargo
18
Wells Fargo
California
$91.8M -$1.05M -13,525 -1%
W
19
Wealthquest
Ohio
$89.1M -$35.7K -459 -0%
AWAG
20
ARS Wealth Advisors Group
Florida
$81.9M -$37.2K -479 -0%
KFP
21
Keener Financial Planning
Texas
$78.7M +$578K +7,444 +0.8%
BIP
22
Blueprint Investment Partners
North Carolina
$78.5M +$4.14M +53,240 +6%
AF
23
Allworth Financial
California
$78.5M +$4.01M +51,593 +6%
RIM
24
Rockbridge Investment Management
New York
$77.7M -$1.92M -24,659 -2%
SWP
25
Stratos Wealth Partners
Ohio
$75.5M +$8.98M +115,516 +14%