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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$527M +$84.6M +2,460,794 +20%
Creative Planning
2
Creative Planning
Kansas
$395M +$71.6M +2,083,392 +24%
Bank of America
3
Bank of America
North Carolina
$259M +$52.3M +1,521,340 +27%
AssetMark Inc
4
AssetMark Inc
California
$229M +$217M +6,304,363 New
Financial Engines Advisors
5
Financial Engines Advisors
California
$124M +$45M +1,309,711 +62%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$117M +$18.5M +537,359 +20%
LPL Financial
7
LPL Financial
California
$108M +$1.11M +32,383 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$68.5M +$51.2M +1,489,993 +372%
Morgan Stanley
9
Morgan Stanley
New York
$62.7M +$12.1M +352,888 +26%
PWA
10
Peterson Wealth Advisors
Utah
$58M +$3.09M +89,805 +6%
FI
11
FormulaFolio Investments
Michigan
$56.3M -$687K -19,983 -1%
ACM
12
AlphaStar Capital Management
North Carolina
$55.8M +$24.9M +724,525 +97%
TC
13
Trilogy Capital
California
$55.4M +$1.83M +53,302 +4%
CAL
14
Capital Analysts LLC
Pennsylvania
$55M +$12.9M +375,188 +33%
Osaic Holdings
15
Osaic Holdings
Arizona
$51.8M -$2.4M -69,684 -5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$49.8M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$40.8M +$23M +667,770 +146%
NEWAS
18
N.E.W. Advisory Services
Wisconsin
$37.4M +$35.5M +1,031,042 New
AA
19
Advisory Alpha
Michigan
$32.5M +$6.94M +201,851 +33%
CI
20
CX Institutional
Indiana
$32.5M -$14.2M -413,131 -32%
State Street
21
State Street
Massachusetts
$30.3M -$6.53M -190,020 -19%
PWG
22
Private Wealth Group
Florida
$30M +$14.1M +409,424 +98%
ODG
23
O'Dell Group
Ohio
$29.9M -$246K -7,161 -0.9%
AFG
24
Affinia Financial Group
Massachusetts
$28M +$712K +20,695 +3%
CPA
25
Clear Perspective Advisors
Illinois
$26.7M +$3.34M +97,176 +15%