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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
$1.08B -$81M -1,733,894 -6%
Bank of America
2
Bank of America
North Carolina
$668M -$64.6M -1,384,353 -8%
LPL Financial
3
LPL Financial
California
$587M +$147M +3,157,189 +29%
SMM
4
Stadion Money Management
Georgia
$362M +$42.2M +903,848 +12%
AWM
5
AE Wealth Management
Kansas
$336M +$26.2M +561,167 +8%
5L
6
55I LLC
Massachusetts
$274M +$48.3M +1,033,282 +19%
Financial Engines Advisors
7
Financial Engines Advisors
California
$204M +$3.19M +68,355 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$171M +$23.3M +498,475 +14%
PAG
9
Private Advisor Group
New Jersey
$152M -$5.92M -126,819 -3%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$137M -$11.6M -249,047 -7%
GI
11
Gradient Investments
Minnesota
$134M +$47.1M +1,009,573 +46%
AssetMark Inc
12
AssetMark Inc
California
$121M -$41.5M -889,093 -24%
Morgan Stanley
13
Morgan Stanley
New York
$116M +$20.3M +435,263 +19%
BCM
14
Brookstone Capital Management
Illinois
$97.3M -$10.4M -222,280 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$96.2M +$908K +19,439 +0.9%
PWA
16
Peterson Wealth Advisors
Utah
$94.8M +$1.39M +29,689 +1%
DJSG
17
D.J. St. Germain
Massachusetts
$85.4M
TC
18
Trilogy Capital
California
$81.7M +$123K +2,626 +0.1%
CAL
19
Capital Analysts LLC
Pennsylvania
$81.3M +$18.8M +401,590 +26%
Wells Fargo
20
Wells Fargo
California
$79.9M -$1.81M -38,700 -2%
BlackRock
21
BlackRock
New York
$77.4M -$2.33M -49,996 -3%
KW
22
KWB Wealth
California
$74.4M +$4.12M +88,260 +5%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M +$79.9M +1,710,218 New
CIAS
24
CFS Investment Advisory Services
New Jersey
$70.9M +$3.24B +69,289,305 +4,296%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$67.5M +$23.8M +508,715 +46%