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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
$685M +$2.49M +30,408 +0.4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$269M +$11.4M +138,861 +4%
Creative Planning
3
Creative Planning
Kansas
$265M +$15.5M +189,915 +6%
PAG
4
Private Advisor Group
New Jersey
$264M +$29M +354,582 +12%
VA
5
Valmark Advisers
Ohio
$237M +$3.96M +48,485 +2%
TI
6
Tidal Investments
Wisconsin
$232M +$230M +2,809,755 New
AssetMark Inc
7
AssetMark Inc
California
$227M +$14.2M +173,412 +7%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$210M -$6.82M -83,423 -3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$163M -$2.38M -29,106 -1%
HNB
10
Huntington National Bank
Ohio
$157M
PFA
11
Professional Financial Advisors
Nebraska
$135M +$1.17M +14,251 +0.9%
HFS
12
Hughes Financial Services
Virginia
$133M -$1.76M -21,571 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$128M -$7.98M -97,630 -6%
SPWG
14
Syntegra Private Wealth Group
Missouri
$121M -$3.14M -38,366 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$121M -$21.6M -264,120 -15%
MWM
16
Modern Wealth Management
Kansas
$119M -$3.52M -43,074 -3%
Ameriprise
17
Ameriprise
Minnesota
$118M +$1.68M +20,555 +1%
Morgan Stanley
18
Morgan Stanley
New York
$118M +$7.22M +88,327 +7%
Bank of America
19
Bank of America
North Carolina
$106M +$32.3M +394,816 +44%
Wells Fargo
20
Wells Fargo
California
$86.7M -$7.11M -86,978 -8%
BIP
21
Blueprint Investment Partners
North Carolina
$86.3M +$5.99M +73,222 +8%
AF
22
Allworth Financial
California
$85.7M +$5.35M +65,372 +7%
KFP
23
Keener Financial Planning
Texas
$84.7M +$4.15M +50,710 +5%
AWAG
24
ARS Wealth Advisors Group
Florida
$84.1M +$315K +3,851 +0.4%
RIM
25
Rockbridge Investment Management
New York
$78.4M -$1.12M -13,687 -1%