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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$3.17B -$137K -2,636 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$992M +$214M +4,122,307 +27%
LPL Financial
3
LPL Financial
California
$943M +$139M +2,677,178 +17%
FCAS
4
First Command Advisory Services
Texas
$550M +$564M +10,842,337 New
Morgan Stanley
5
Morgan Stanley
New York
$245M +$8.98M +172,506 +4%
EH
6
Equitable Holdings
New York
$236M +$9.3M +178,720 +4%
Bank of America
7
Bank of America
North Carolina
$226M +$19.2M +369,379 +9%
VA
8
Valmark Advisers
Ohio
$224M -$13.1M -252,352 -5%
AF
9
Allworth Financial
California
$217M +$10.1M +195,016 +5%
Ameriprise
10
Ameriprise
Minnesota
$212M -$38.6M -742,192 -15%
UBS Group
11
UBS Group
Switzerland
$174M +$30.1M +579,375 +20%
HWM
12
HB Wealth Management
Georgia
$161M +$3.22M +61,813 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$152M +$51.4M +987,448 +49%
Osaic Holdings
14
Osaic Holdings
Arizona
$137M -$19.9M -382,607 -12%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$131M -$14.9M -285,690 -10%
RA
16
RFG Advisory
Alabama
$128M +$38.9M +747,734 +46%
AA
17
Advisory Alpha
Michigan
$125M -$6.84M -131,486 -5%
HI
18
Horizon Investments
North Carolina
$118M +$32M +614,918 +36%
WJA
19
Willis Johnson & Associates
Texas
$99.9M +$4.67M +89,697 +5%
OWM
20
Orgel Wealth Management
Wisconsin
$99.6M +$62.5M +1,201,623 +157%
NAS
21
Nicolet Advisory Services
Wisconsin
$99.5M +$1.41M +27,122 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$84.2M +$7.58M +145,658 +10%
AWM
23
AE Wealth Management
Kansas
$83.1M -$1.06M -20,349 -1%
Wells Fargo
24
Wells Fargo
California
$82.1M -$3.18M -61,162 -4%
TC
25
TownSquare Capital
Utah
$82M -$1.5M -28,777 -2%
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