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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.61B +$153M +1,787,487 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.83B -$39.4M -459,362 -2%
AF
3
Allworth Financial
California
$1.08B +$11.2M +131,104 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$975M +$383M +4,470,135 +78%
Ameriprise
5
Ameriprise
Minnesota
$939M +$96M +1,120,425 +13%
Morgan Stanley
6
Morgan Stanley
New York
$783M +$47.4M +552,514 +7%
JP Morgan Chase
7
JP Morgan Chase
New York
$538M +$17M +198,401 +4%
HI
8
Horizon Investments
North Carolina
$537M +$87.7M +1,022,781 +22%
EH
9
Equitable Holdings
New York
$510M -$48.7M -568,010 -10%
VA
10
Valmark Advisers
Ohio
$438M -$13M -152,168 -3%
HWM
11
HB Wealth Management
Georgia
$416M -$36.2M -421,716 -9%
UBS Group
12
UBS Group
Switzerland
$406M +$36.4M +424,178 +11%
KIM
13
Kestra Investment Management
Texas
$385M +$189M +2,203,650 +101%
OWM
14
Orgel Wealth Management
Wisconsin
$371M +$17.4M +202,804 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$365M +$9.6M +111,995 +3%
QWP
16
Quotient Wealth Partners
Texas
$346M +$1.2M +14,055 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$339M +$17.3M +202,089 +6%
Goldman Sachs
18
Goldman Sachs
New York
$336M +$14.2M +165,949 +5%
Bank of America
19
Bank of America
North Carolina
$327M +$44.3M +516,358 +18%
AA
20
Advisory Alpha
Michigan
$322M +$10.1M +117,839 +4%
DWM
21
Dynasty Wealth Management
Florida
$295M -$56.7M -660,964 -18%
AWM
22
AE Wealth Management
Kansas
$259M +$25.4M +295,892 +12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$258M +$40.6M +473,327 +21%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$254M +$38.1M +444,626 +20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$241M +$52.2M +608,815 +32%