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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
$773M +$76.8M +1,481,539 +11%
Bank of America
2
Bank of America
North Carolina
$748M +$195M +3,750,756 +34%
SMM
3
Stadion Money Management
Georgia
$535M -$49.3M -950,944 -8%
LPL Financial
4
LPL Financial
California
$385M +$80.4M +1,551,019 +26%
AssetMark Inc
5
AssetMark Inc
California
$288M -$7.16M -138,047 -2%
Financial Engines Advisors
6
Financial Engines Advisors
California
$238M +$4.1M +78,982 +2%
AWM
7
AE Wealth Management
Kansas
$198M +$26.1M +503,924 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$190M +$5.69M +109,728 +3%
Ameriprise
9
Ameriprise
Minnesota
$177M +$2.68M +51,662 +1%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$173M +$894K +17,228 +0.5%
CCMG
11
Clark Capital Management Group
Pennsylvania
$168M +$28.9M +557,484 +20%
BCM
12
Brookstone Capital Management
Illinois
$160M +$76.2M +1,469,662 +89%
PAG
13
Private Advisor Group
New Jersey
$157M +$7.83M +150,889 +5%
5L
14
55I LLC
Massachusetts
$152M +$25.6M +494,274 +20%
GI
15
Gradient Investments
Minnesota
$151M +$155M +2,979,555 +39,061%
Osaic Holdings
16
Osaic Holdings
Arizona
$135M +$9.97M +192,127 +8%
ACM
17
AlphaStar Capital Management
North Carolina
$131M +$48.9M +943,083 +61%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$115M +$15.6M +301,297 +15%
PWA
19
Peterson Wealth Advisors
Utah
$95.6M +$1.58M +30,386 +2%
TC
20
Trilogy Capital
California
$84.7M -$2.05M -39,500 -2%
CAL
21
Capital Analysts LLC
Pennsylvania
$84.2M +$3.18M +61,367 +4%
Wells Fargo
22
Wells Fargo
California
$82.6M -$1.45M -27,891 -2%
Morgan Stanley
23
Morgan Stanley
New York
$82.1M +$5.55M +106,945 +7%
KW
24
KWB Wealth
California
$77M +$2.75M +53,025 +4%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$68.4M +$1.56M +30,122 +2%