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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$2.07B +$1.97B +33,564,737 +53,057%
LPL Financial
2
LPL Financial
California
$1.83B +$135M +2,300,741 +8%
Creative Planning
3
Creative Planning
Kansas
$1.7B +$61.2M +1,044,784 +4%
ACM
4
Advance Capital Management
Michigan
$810M +$422M +7,210,793 +121%
JP Morgan Chase
5
JP Morgan Chase
New York
$635M -$78.3M -1,337,473 -11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$557M +$37.7M +643,542 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$445M -$6.82M -116,428 -2%
Bank of America
8
Bank of America
North Carolina
$441M -$40M -682,991 -9%
OIA
9
OneDigital Investment Advisors
Kansas
$438M -$45.9M -784,576 -10%
SMM
10
Stadion Money Management
Georgia
$417M -$29.1M -496,854 -7%
Morgan Stanley
11
Morgan Stanley
New York
$401M -$336M -5,729,774 -47%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$400M +$34.4M +587,774 +10%
CCMG
13
Clark Capital Management Group
Pennsylvania
$362M +$10.1M +172,097 +3%
AWMS
14
Advocacy Wealth Management Services
Georgia
$328M +$196M +3,341,587 +169%
MB
15
Mizuho Bank
Japan
$314M +$299M +5,100,000 New
Financial Engines Advisors
16
Financial Engines Advisors
California
$307M -$9.15M -156,259 -3%
AssetMark Inc
17
AssetMark Inc
California
$246M -$14.6M -249,097 -6%
GI
18
Gradient Investments
Minnesota
$223M -$7.99M -136,417 -4%
PAG
19
Private Advisor Group
New Jersey
$219M -$38M -648,049 -15%
1WM
20
1900 Wealth Management
Texas
$209M +$56.1M +958,524 +39%
GAG
21
GM Advisory Group
New York
$200M +$12M +205,689 +7%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M -$58M -989,995 -24%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$189M +$25.6M +437,306 +17%
CAL
24
Capital Analysts LLC
Pennsylvania
$181M +$9.32M +159,169 +6%
Mariner
25
Mariner
Kansas
$177M +$23.5M +401,208 +16%