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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
$556M -$16.1M -413,001 -3%
Creative Planning
2
Creative Planning
Kansas
$446M +$17.3M +443,287 +4%
Bank of America
3
Bank of America
North Carolina
$348M +$66.4M +1,705,815 +24%
AssetMark Inc
4
AssetMark Inc
California
$268M +$20.2M +518,609 +8%
FI
5
FormulaFolio Investments
Michigan
$155M +$92.7M +2,380,464 +153%
Financial Engines Advisors
6
Financial Engines Advisors
California
$142M +$7.4M +190,026 +6%
LPL Financial
7
LPL Financial
California
$134M +$17.1M +438,479 +15%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$126M -$839K -21,543 -0.7%
Wells Fargo
9
Wells Fargo
California
$83.2M +$65.4M +1,678,916 +384%
Osaic Holdings
10
Osaic Holdings
Arizona
$76.9M +$20.4M +524,624 +37%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$65.4M -$8.94M -229,645 -12%
CAL
12
Capital Analysts LLC
Pennsylvania
$63.6M +$3.8M +97,589 +6%
Morgan Stanley
13
Morgan Stanley
New York
$63.3M -$4.69M -120,352 -7%
PWA
14
Peterson Wealth Advisors
Utah
$62.6M -$430K -11,040 -0.7%
TC
15
Trilogy Capital
California
$60.7M +$3.46M +88,891 +6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$49.8M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$44.6M +$293K +7,515 +0.7%
PWG
18
Private Wealth Group
Florida
$44.5M +$11.9M +304,605 +37%
AIM
19
Astor Investment Management
Illinois
$42.9M +$42.5M +1,091,243 New
G
20
GenTrust
Florida
$42.5M +$42M +1,079,100 New
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$40.1M -$509K -13,075 -1%
AA
22
Advisory Alpha
Michigan
$33.9M +$1.03M +26,576 +3%
ODG
23
O'Dell Group
Ohio
$32M -$520K -13,348 -2%
AFG
24
Affinia Financial Group
Massachusetts
$30.8M +$364K +9,348 +1%
FAIM
25
Financial Advocates Investment Management
Washington
$27.1M +$25.2M +646,708 +1,542%