SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC40,217,777$4,291,237
Financial Engines Advisors L.L.C.17,287,655$1,844,593
MORGAN STANLEY16,219,528$1,730,624
GOLDMAN SACHS GROUP INC14,387,316$1,535,127
Allworth Financial LP12,384,946$1,321,474
ENVESTNET ASSET MANAGEMENT INC11,183,332$1,193,261
AMERIPRISE FINANCIAL INC10,307,593$1,098,956
JPMORGAN CHASE & CO5,768,335$615,481
Horizon Investments, LLC5,389,258$575,034
Equitable Holdings, Inc.4,910,340$523,933
HB Wealth Management, LLC4,781,932$489,308
Valmark Advisers, Inc.4,661,198$497,350
VANTAGEPOINT INVESTMENT ADVISERS LLC4,440,041$473,752
RAYMOND JAMES FINANCIAL INC4,030,332$430,036
BANK OF AMERICA CORP /DE/4,018,317$428,754
Dynasty Wealth Management, LLC3,835,955$409,296
Orgel Wealth Management, LLC3,690,972$393,827
Quotient Wealth Partners, LLC3,688,225$393,534
UBS Group AG3,598,407$383,950
Advisory Alpha, LLC3,498,263$373,270
Cetera Investment Advisers3,098,659$330,627
WELLS FARGO & COMPANY/MN2,944,495$314,178
AE Wealth Management LLC2,942,685$313,985
CWM, LLC2,843,217$303
Willis Johnson & Associates, Inc.2,687,977$286,807
TRUIST FINANCIAL CORP2,662,065$284,042
Kestra Investment Management, LLC2,615,739$279,099
ROYAL BANK OF CANADA2,489,039$265,580
OSAIC HOLDINGS, INC.2,423,328$258,589
HighTower Advisors, LLC2,378,570$253,793
Private Advisor Group, LLC2,176,695$232,254
NorthRock Partners, LLC2,095,412$223,581
Connecticut Wealth Management, LLC1,942,123$207,225
SCS Capital Management LLC1,845,611$196,927
FMR LLC1,837,377$196,048
TIAA TRUST, NATIONAL ASSOCIATION1,732,133$184,819
STIFEL FINANCIAL CORP1,729,269$184,514
COMMONWEALTH EQUITY SERVICES, LLC1,625,592$173,451
Savant Capital, LLC1,521,672$162,362
Kingsview Wealth Management, LLC1,507,349$160,834
Mariner, LLC1,502,485$160,315
Syntegra Private Wealth Group, LLC1,473,080$157,178
CoreCap Advisors, LLC1,466,667$156,493
Focused Wealth Management, Inc1,460,801$155,867
AlphaStar Capital Management, LLC1,356,785$144,769
BENJAMIN EDWARDS INC1,342,569$143,254
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,263,714$134,838
OLD NATIONAL BANCORP /IN/1,255,269$133,937
PRUDENTIAL FINANCIAL INC1,204,708$129,482
DIVERSIFY WEALTH MANAGEMENT, LLC1,186,882$128,302
First National Trust Co1,172,094$125,062
MML INVESTORS SERVICES, LLC1,105,609$117,969
Octavia Wealth Advisors, LLC1,104,283$117,827
Clark Capital Management Group, Inc.997,415$106,424
EXCHANGE TRADED CONCEPTS, LLC994,160$106,077
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC983,706$104,961
KWB Wealth982,199$104,801
FOUNDERS FINANCIAL SECURITIES LLC969,914$103,490
Waverly Advisors, LLC929,551$99,183
Corient Private Wealth LLC885,327$93,845
MAINSTAY CAPITAL MANAGEMENT LLC /ADV869,548$92,781
Compton Financial Group, LLC852,783$90,992
CIBC Private Wealth Group, LLC847,510$90,429
Cannon Financial Strategists, Inc.819,440$87,434
Black Swift Group, LLC813,751$93,688
Integrated Wealth Concepts LLC791,024$84,402
Ackerman Capital Advisors, LLC763,821$81,500
Kestra Advisory Services, LLC745,120$79,504
Creative Planning724,675$77,323
First Command Advisory Services, Inc.722,548$77,096
Envestnet Portfolio Solutions, Inc.717,778$76,587
Cambridge Investment Research Advisors, Inc.715,960$76
Miracle Mile Advisors, LLC674,231$71,940
RESTON WEALTH MANAGEMENT LLC668,534$71,333
Klingman & Associates, LLC666,209$71,085
SilverOak Wealth Management LLC619,961$66,150
RFG Advisory, LLC595,542$63,544
JONES FINANCIAL COMPANIES LLLP590,931$63,052
NICOLET ADVISORY SERVICES, LLC585,065$63,357
IHT Wealth Management, LLC583,434$62,252
CANANDAIGUA NATIONAL BANK & TRUST CO579,137$61,794
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC551,537$59,423
Convergence Financial, LLC542,690$57,905
OARSMAN CAPITAL, INC.538,799$57,490
Merit Financial Group, LLC537,327$57,333
COURIER CAPITAL LLC515,922$55,049
CONFLUENCE INVESTMENT MANAGEMENT LLC512,845$54,721
Leicht Financial Planning & Wealth Management, Inc.502,853$53,654
Perennial Investment Advisors, LLC499,979$53,348
CGN Advisors LLC489,110$52,188
Thrivent Financial for Lutherans482,080$52
Brinker Capital Investments, LLC471,522$50,311
Rodgers & Associates, LTD467,832$49,918
Ameritas Advisory Services, LLC443,113$47,280
TRUEFG, LLC442,944$47,262
Baltimore-Washington Financial Advisors, Inc.434,944$46,409
71 West Capital Partners428,347$45,705
CITIZENS FINANCIAL GROUP INC/RI423,033$45,138
Janney Montgomery Scott LLC417,190$45
KESTRA PRIVATE WEALTH SERVICES, LLC400,791$42,764
1219 other institutions56,304,608$5,786,881
Total (1,319 institutions)327,390,415$34,225,084