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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
$1.16B +$293M +5,602,568 +35%
Bank of America
2
Bank of America
North Carolina
$816M +$522M +9,962,715 +185%
LPL Financial
3
LPL Financial
California
$556M +$89.5M +1,709,913 +20%
SMM
4
Stadion Money Management
Georgia
$414M -$124M -2,372,192 -23%
AWM
5
AE Wealth Management
Kansas
$341M +$75.7M +1,445,051 +29%
5L
6
55I LLC
Massachusetts
$262M +$83.8M +1,600,762 +48%
Financial Engines Advisors
7
Financial Engines Advisors
California
$255M -$2.94M -56,052 -1%
AssetMark Inc
8
AssetMark Inc
California
$249M +$2.66M +50,714 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$193M -$5.97M -113,949 -3%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$180M +$1.33M +25,327 +0.8%
BCM
11
Brookstone Capital Management
Illinois
$168M +$27.4M +523,766 +19%
PAG
12
Private Advisor Group
New Jersey
$157M -$34.2M -653,490 -18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$141M -$21.4M -409,632 -13%
CCMG
14
Clark Capital Management Group
Pennsylvania
$128M -$90.2M -1,722,160 -42%
Wells Fargo
15
Wells Fargo
California
$125M +$16.2M +310,312 +15%
Ameriprise
16
Ameriprise
Minnesota
$116M -$57.3M -1,094,809 -33%
GI
17
Gradient Investments
Minnesota
$112M -$66.8M -1,275,434 -38%
PWA
18
Peterson Wealth Advisors
Utah
$112M +$5.14M +98,239 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$109M -$17.6M -336,199 -14%
TC
20
Trilogy Capital
California
$101M +$9.42M +179,974 +10%
Morgan Stanley
21
Morgan Stanley
New York
$95.9M -$27.3M -521,135 -22%
DJSG
22
D.J. St. Germain
Massachusetts
$94.3M +$9.24M +176,380 +11%
BlackRock
23
BlackRock
New York
$90M +$10.4M +197,709 +13%
KW
24
KWB Wealth
California
$86.2M -$97.3K -1,859 -0.1%
CAL
25
Capital Analysts LLC
Pennsylvania
$83.1M -$6.91M -131,872 -8%