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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
$1.21B +$268M +5,557,890 +25%
Bank of America
2
Bank of America
North Carolina
$767M +$94.2M +1,954,154 +13%
LPL Financial
3
LPL Financial
California
$480M +$17.3M +359,417 +3%
SMM
4
Stadion Money Management
Georgia
$343M -$3.18M -65,895 -0.8%
AWM
5
AE Wealth Management
Kansas
$330M +$49.7M +1,032,176 +16%
5L
6
55I LLC
Massachusetts
$243M +$26.6M +551,190 +11%
Financial Engines Advisors
7
Financial Engines Advisors
California
$212M +$89.5K +1,857 +0%
AssetMark Inc
8
AssetMark Inc
California
$168M -$43.5M -902,772 -19%
PAG
9
Private Advisor Group
New Jersey
$166M +$37.9M +786,243 +27%
Osaic Holdings
10
Osaic Holdings
Arizona
$159M -$4.03M -83,647 -2%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$155M +$5.48M +113,695 +3%
BCM
12
Brookstone Capital Management
Illinois
$116M -$33.5M -695,592 -21%
Morgan Stanley
13
Morgan Stanley
New York
$103M +$24.8M +514,574 +29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$101M -$18.1M -376,155 -14%
PWA
15
Peterson Wealth Advisors
Utah
$98.8M +$6.18M +128,216 +6%
GI
16
Gradient Investments
Minnesota
$96.6M +$3.24M +67,171 +3%
TC
17
Trilogy Capital
California
$86.1M +$1.73M +35,803 +2%
Wells Fargo
18
Wells Fargo
California
$86.1M -$19.9M -413,131 -18%
DJSG
19
D.J. St. Germain
Massachusetts
$85.4M +$7.29M +151,374 +9%
BlackRock
20
BlackRock
New York
$84M +$9.65M +200,295 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$76.1M -$16.1M -333,436 -16%
KW
22
KWB Wealth
California
$74.7M +$6.76M +140,202 +9%
WAOI
23
Wealth Advisors of Iowa
Iowa
$72.3M +$49.4M +1,025,152 +203%
CIAS
24
CFS Investment Advisory Services
New Jersey
$71.5M -$4.01B -83,299,895 -98%
CAL
25
Capital Analysts LLC
Pennsylvania
$68M -$1.45M -30,072 -2%