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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$612M +$47.7M +1,052,265 +9%
SMM
2
Stadion Money Management
Georgia
$605M -$28.1M -619,127 -5%
Bank of America
3
Bank of America
North Carolina
$487M +$418M +9,224,767 +757%
AssetMark Inc
4
AssetMark Inc
California
$278M -$10.2M -224,687 -4%
LPL Financial
5
LPL Financial
California
$254M +$7.66M +168,814 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$202M +$16.7M +367,300 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M -$719K -15,858 -0.5%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$155M +$4.86M +107,133 +3%
Ameriprise
9
Ameriprise
Minnesota
$125M +$50.1M +1,104,625 +70%
Osaic Holdings
10
Osaic Holdings
Arizona
$110M +$4.09M +90,198 +4%
AWM
11
AE Wealth Management
Kansas
$101M +$65.5M +1,444,195 +200%
CCMG
12
Clark Capital Management Group
Pennsylvania
$101M +$49.4M +1,089,556 +102%
Wells Fargo
13
Wells Fargo
California
$89.5M -$5.8M -127,858 -6%
5L
14
55I LLC
Massachusetts
$88.6M +$22.7M +500,773 +36%
PAG
15
Private Advisor Group
New Jersey
$87.4M +$48.6M +1,071,730 +134%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$86.5M +$11.6M +255,354 +16%
TC
17
Trilogy Capital
California
$82.1M +$3.46M +76,197 +5%
PWA
18
Peterson Wealth Advisors
Utah
$80.8M +$2.42M +53,419 +3%
CAL
19
Capital Analysts LLC
Pennsylvania
$77.8M +$1.18M +25,933 +2%
Morgan Stanley
20
Morgan Stanley
New York
$70.5M +$4.69M +103,417 +7%
ACM
21
AlphaStar Capital Management
North Carolina
$70.2M -$668K -14,727 -1%
KW
22
KWB Wealth
California
$68.9M +$5.35M +117,996 +9%
G
23
GenTrust
Florida
$59.2M +$58.7M +1,293,842 New
GWM
24
Geneos Wealth Management
Colorado
$56.6M +$1.99M +43,908 +4%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$56.6M +$6.91M +152,379 +15%