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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
$598M -$21.8M -522,003 -4%
Creative Planning
2
Creative Planning
Kansas
$531M +$31.1M +745,809 +7%
AssetMark Inc
3
AssetMark Inc
California
$272M -$26.2M -627,607 -9%
LPL Financial
4
LPL Financial
California
$232M +$78.4M +1,878,912 +55%
Financial Engines Advisors
5
Financial Engines Advisors
California
$175M +$15.7M +375,504 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$149M +$72M +1,726,060 +104%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$142M +$865K +20,741 +0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$99.4M +$12.8M +306,494 +16%
Wells Fargo
9
Wells Fargo
California
$90M -$2.86M -68,548 -3%
FI
10
FormulaFolio Investments
Michigan
$77.7M -$90.3M -2,166,168 -55%
TC
11
Trilogy Capital
California
$74.1M +$5.91M +141,813 +9%
PWA
12
Peterson Wealth Advisors
Utah
$73.9M +$3.78M +90,616 +6%
CAL
13
Capital Analysts LLC
Pennsylvania
$72.2M +$1.12M +26,840 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$70.4M +$19.5M +467,203 +41%
Ameriprise
15
Ameriprise
Minnesota
$69.2M +$53.6M +1,284,209 +442%
ACM
16
AlphaStar Capital Management
North Carolina
$67.1M +$53.2M +1,274,918 +521%
Morgan Stanley
17
Morgan Stanley
New York
$62M -$8.31M -199,315 -12%
5L
18
55I LLC
Massachusetts
$61.5M +$47.8M +1,145,592 +451%
KW
19
KWB Wealth
California
$59.8M +$56.7M +1,359,899 New
Bank of America
20
Bank of America
North Carolina
$53.6M -$318M -7,618,168 -86%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$49.8M
CIAS
22
CFS Investment Advisory Services
New Jersey
$48.6M +$46.1M +1,105,176 New
CCMG
23
Clark Capital Management Group
Pennsylvania
$47M +$26.1M +626,471 +141%
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$46.1M +$1.3M +31,080 +3%
AIM
25
Astor Investment Management
Illinois
$42M -$5.67M -135,867 -12%