We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.32B +$60M +1,216,345 +5%
LPL Financial
2
LPL Financial
California
$1.07B +$131M +2,661,361 +15%
SMM
3
Stadion Money Management
Georgia
$551M +$74.3M +1,504,808 +17%
JP Morgan Chase
4
JP Morgan Chase
New York
$401M +$26.8M +542,314 +8%
AWM
5
AE Wealth Management
Kansas
$354M -$10.7M -216,014 -3%
CCMG
6
Clark Capital Management Group
Pennsylvania
$292M +$276M +5,601,165 New
Bank of America
7
Bank of America
North Carolina
$272M +$37.8M +766,920 +17%
Financial Engines Advisors
8
Financial Engines Advisors
California
$264M +$777K +15,741 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$262M +$60.4M +1,224,618 +32%
AssetMark Inc
10
AssetMark Inc
California
$229M +$18.7M +377,968 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$222M +$79.5M +1,610,329 +61%
OIA
12
OneDigital Investment Advisors
Kansas
$199M +$20.1M +406,442 +12%
PAG
13
Private Advisor Group
New Jersey
$198M +$47.3M +958,042 +34%
Morgan Stanley
14
Morgan Stanley
New York
$175M +$27.1M +548,769 +19%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$174M +$62.1M +1,257,821 +61%
GI
16
Gradient Investments
Minnesota
$169M -$2.14M -43,464 -1%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M +$47.1M +955,230 +47%
CAL
18
Capital Analysts LLC
Pennsylvania
$140M +$25.1M +509,065 +23%
GAG
19
GM Advisory Group
New York
$139M +$9.05M +183,401 +7%
BCM
20
Brookstone Capital Management
Illinois
$139M +$5.16M +104,658 +4%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$134M -$53.7M -1,087,648 -30%
PWA
22
Peterson Wealth Advisors
Utah
$124M -$2.31M -46,781 -2%
SWM
23
SigFig Wealth Management
California
$124M +$119M +2,406,663 New
Mariner
24
Mariner
Kansas
$113M +$792K +16,056 +0.7%
DJSG
25
D.J. St. Germain
Massachusetts
$102M +$97M +1,965,376 New