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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 -$76.1M -1,683,729 -7%
LPL Financial
2
LPL Financial
California
$679M +$50.6M +1,119,729 +8%
SMM
3
Stadion Money Management
Georgia
$380M -$8.07M -178,510 -2%
AWM
4
AE Wealth Management
Kansas
$346M -$14.7M -324,623 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$319M +$321M +7,093,600 +59,113,333%
CCMG
6
Clark Capital Management Group
Pennsylvania
$273M +$274M +6,055,657 +107,142%
Financial Engines Advisors
7
Financial Engines Advisors
California
$222M +$3.07M +68,036 +1%
Bank of America
8
Bank of America
North Carolina
$213M -$506M -11,188,125 -70%
Osaic Holdings
9
Osaic Holdings
Arizona
$179M -$4.68M -103,588 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$168M +$64.9M +1,435,723 +63%
AssetMark Inc
11
AssetMark Inc
California
$163M +$33.3M +737,544 +26%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$158M +$11.8M +260,534 +8%
GI
13
Gradient Investments
Minnesota
$145M +$1.2M +26,543 +0.8%
Morgan Stanley
14
Morgan Stanley
New York
$124M +$575K +12,712 +0.5%
OIA
15
OneDigital Investment Advisors
Kansas
$112M +$77.9M +1,724,369 +227%
MWM
16
Moran Wealth Management
Florida
$111M +$112M +2,469,225 New
CAL
17
Capital Analysts LLC
Pennsylvania
$107M +$20.1M +445,638 +23%
PWA
18
Peterson Wealth Advisors
Utah
$105M +$3.09M +68,430 +3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M +$26.3M +582,204 +34%
BlackRock
20
BlackRock
New York
$103M +$20.2M +447,354 +24%
BCM
21
Brookstone Capital Management
Illinois
$98.5M -$7.23M -159,989 -7%
GAG
22
GM Advisory Group
New York
$92.4M +$32.5M +720,002 +54%
APTFM
23
AGUR Provident & Training Funds Management
Israel
$88.1M +$88.5M +1,958,294 New
TLIC
24
Taiyo Life Insurance Company
Japan
$87.3M +$30.5M +675,500 +53%
TC
25
Trilogy Capital
California
$85.3M -$2.19M -48,409 -2%