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
$672M +$16.5M +199,994 +2%
AssetMark Inc
2
AssetMark Inc
California
$430M +$222M +2,687,718 +98%
Creative Planning
3
Creative Planning
Kansas
$326M +$75.9M +919,353 +29%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$265M +$6.87M +83,169 +3%
PAG
5
Private Advisor Group
New Jersey
$245M -$8.87M -107,371 -3%
VA
6
Valmark Advisers
Ohio
$232M +$6.01M +72,744 +3%
TI
7
Tidal Investments
Wisconsin
$229M +$7.05M +85,400 +3%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$205M +$3.69M +44,715 +2%
HFS
9
Hughes Financial Services
Virginia
$132M +$5.21M +63,076 +4%
PFA
10
Professional Financial Advisors
Nebraska
$121M -$8.76M -106,123 -6%
Morgan Stanley
11
Morgan Stanley
New York
$121M +$8.21M +99,405 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$114M -$2.33M -28,234 -2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$112M -$44.6M -539,495 -28%
SPWG
14
Syntegra Private Wealth Group
Missouri
$112M -$4.69M -56,787 -4%
MWM
15
Modern Wealth Management
Kansas
$110M -$4.79M -57,996 -4%
Ameriprise
16
Ameriprise
Minnesota
$101M -$12.9M -156,161 -11%
KFP
17
Keener Financial Planning
Texas
$85.9M +$4.96M +60,084 +6%
AF
18
Allworth Financial
California
$84.7M +$2.73M +33,053 +3%
AWAG
19
ARS Wealth Advisors Group
Florida
$81.6M +$1.01M +12,254 +1%
Wells Fargo
20
Wells Fargo
California
$81.1M -$2.07M -25,030 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$79.9M -$44.7M -541,334 -35%
Bank of America
22
Bank of America
North Carolina
$77M -$26.1M -316,581 -25%
RIM
23
Rockbridge Investment Management
New York
$73.8M -$1.36M -16,494 -2%
IAA
24
Independent Advisor Alliance
North Carolina
$71.4M +$74.6M +903,126 New
CCM
25
Coldstream Capital Management
Washington
$70.4M +$40.9M +494,999 New