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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
$1.31B +$36.1M +690,119 +3%
LPL Financial
2
LPL Financial
California
$1.15B +$117M +2,235,952 +11%
APTFM
3
AGUR Provident & Training Funds Management
Israel
$987M +$10.7M +205,000 +12%
JP Morgan Chase
4
JP Morgan Chase
New York
$505M +$123M +2,351,596 +31%
SMM
5
Stadion Money Management
Georgia
$386M -$151M -2,894,179 -27%
AWM
6
AE Wealth Management
Kansas
$366M +$26.1M +499,533 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$365M +$116M +2,223,585 +44%
OIA
8
OneDigital Investment Advisors
Kansas
$303M +$115M +2,198,779 +57%
CCMG
9
Clark Capital Management Group
Pennsylvania
$293M +$12M +229,778 +4%
Bank of America
10
Bank of America
North Carolina
$277M +$15M +287,191 +5%
Financial Engines Advisors
11
Financial Engines Advisors
California
$252M -$2.73M -52,215 -1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$225M +$59.3M +1,134,536 +34%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$217M +$3.46M +66,210 +2%
AssetMark Inc
14
AssetMark Inc
California
$211M -$11.1M -211,845 -5%
PAG
15
Private Advisor Group
New Jersey
$193M +$2.19M +41,880 +1%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190M +$41.2M +788,245 +26%
GI
17
Gradient Investments
Minnesota
$184M +$22.4M +429,030 +13%
Morgan Stanley
18
Morgan Stanley
New York
$180M +$11.2M +214,714 +6%
GAG
19
GM Advisory Group
New York
$145M +$11.3M +215,128 +8%
CAL
20
Capital Analysts LLC
Pennsylvania
$139M +$4.53M +86,524 +3%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$129M -$884K -16,896 -0.7%
PWA
22
Peterson Wealth Advisors
Utah
$122M +$2.79M +53,381 +2%
SWM
23
SigFig Wealth Management
California
$119M -$2.25M -43,043 -2%
Mariner
24
Mariner
Kansas
$108M -$1.5M -28,667 -1%
BCM
25
Brookstone Capital Management
Illinois
$107M -$29.6M -566,037 -21%