SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

InstitutionSharesValue ($000)
Financial Engines Advisors L.L.C.81,809,191$4,647,580
LPL Financial LLC50,099,107$2,846,130
GOLDMAN SACHS GROUP INC22,516,338$1,279,153
MORGAN STANLEY19,747,812$1,121,873
Allworth Financial LP19,695,295$1,118,890
Valmark Advisers, Inc.8,740,145$496,528
AMERIPRISE FINANCIAL INC8,301,824$471,660
BANK OF AMERICA CORP /DE/7,666,313$435,523
JPMORGAN CHASE & CO6,796,464$386,107
UBS Group AG6,494,394$368,947
RAYMOND JAMES FINANCIAL INC6,004,888$341,138
ROYAL BANK OF CANADA6,004,456$341,112
Willis Johnson & Associates, Inc.5,798,846$329,432
Advisory Alpha, LLC5,641,848$320,516
Equitable Holdings, Inc.5,165,300$293,441
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,637,090$268,627
VANTAGEPOINT INVESTMENT ADVISERS LLC4,463,460$253,569
NorthRock Partners, LLC4,417,191$250,941
ENVESTNET ASSET MANAGEMENT INC4,137,719$235,064
CWM, LLC4,085,059$232
Cetera Investment Advisers3,975,800$225,865
Horizon Investments, LLC3,871,030$219,913
TIAA TRUST, NATIONAL ASSOCIATION3,774,074$214,405
Connecticut Wealth Management, LLC3,654,368$207,605
Dynasty Wealth Management, LLC3,620,443$205,677
Cerity Partners LLC3,569,519$202,784
Quotient Wealth Partners, LLC3,567,718$202,682
AE Wealth Management LLC3,499,178$198,788
OSAIC HOLDINGS, INC.3,131,480$177,905
Private Advisor Group, LLC2,831,792$160,874
HighTower Advisors, LLC2,540,516$144,327
Gerber Kawasaki Wealth & Investment Management2,410,365$136,933
Lutz Financial Services LLC2,387,903$135,657
Betterment LLC2,331,001$132
AlphaStar Capital Management, LLC2,319,673$131,781
Octavia Wealth Advisors, LLC2,289,497$130,066
WELLS FARGO & COMPANY/MN2,109,021$119,813
Mariner, LLC2,108,727$119,797
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,098,138$119,195
ANGELES WEALTH MANAGEMENT, LLC2,072,630$117,746
STIFEL FINANCIAL CORP2,046,644$116,270
First National Trust Co1,968,113$111,808
Magnus Financial Group LLC1,766,314$100,344
DIVERSIFY WEALTH MANAGEMENT, LLC1,760,587$102,184
KWB Wealth1,752,061$99,535
OLD NATIONAL BANCORP /IN/1,661,688$94,400
COMMONWEALTH EQUITY SERVICES, LLC1,650,911$93,788
Bell Bank1,581,036$89,819
SIMON QUICK ADVISORS, LLC1,526,488$86,720
BENJAMIN EDWARDS INC1,524,255$86,593
N.E.W. Advisory Services LLC1,523,011$86,522
IHT Wealth Management, LLC1,461,794$83,045
Compton Financial Group, LLC1,434,747$81,508
FOUNDERS FINANCIAL SECURITIES LLC1,380,276$78,413
FLAGSHIP HARBOR ADVISORS, LLC1,266,104$71,927
EXCHANGE TRADED CONCEPTS, LLC1,261,026$71,639
Integrated Wealth Concepts LLC1,220,593$69,342
NICOLET ADVISORY SERVICES, LLC1,208,677$70,309
Klingman & Associates, LLC1,195,167$67,897
FLPUTNAM INVESTMENT MANAGEMENT CO1,119,775$63,614
CoreCap Advisors, LLC1,084,559$61,614
71 West Capital Partners1,048,426$59,561
MML INVESTORS SERVICES, LLC1,036,375$58,876
FMR LLC1,033,028$58,686
Corient Private Wealth LLC1,022,693$57,826
JONES FINANCIAL COMPANIES LLLP961,028$54,596
Whitcomb & Hess, Inc.942,692$54,714
Cambridge Investment Research Advisors, Inc.904,778$51
CGN Advisors LLC884,473$50,247
CREATIVE FINANCIAL DESIGNS INC /ADV855,339$48,592
Perennial Investment Advisors, LLC852,199$48,414
Facet Wealth, Inc.841,912$48,772
Leicht Financial Planning & Wealth Management, Inc.828,545$47,070
NOTTINGHAM ADVISORS, INC.810,567$46,048
Waverly Advisors, LLC803,642$45,655
BALANCED WEALTH GROUP LLC790,564$43,776
Arrow Financial Corp783,199$44,494
Tennessee Valley Asset Management Partners735,506$41,784
Accredited Investors Inc.732,955$41,639
VICUS CAPITAL731,625$41,564
COURIER CAPITAL LLC725,300$41,204
Ohio National Investments, Inc.712,000$40,449
Convergence Financial, LLC707,615$40,200
NICOLET BANKSHARES INC706,930$40,161
MONECO Advisors, LLC695,651$39,520
Gladstone Institutional Advisory LLC694,326$39,445
Shepherd Financial Partners LLC693,535$39,400
Creative Planning691,815$39,302
Koss-Olinger Consulting, LLC691,510$39,285
Avior Wealth Management, LLC689,717$39,183
Thrivent Financial for Lutherans688,637$39
Dakota Wealth Management688,529$39,115
ERn Financial, LLC676,263$38,419
TSFG, LLC668,138$38
Scarborough Advisors, LLC650,462$36,953
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV646,065$36,703
PRUDENTIAL FINANCIAL INC625,644$35,787
Higgins & Schmidt Wealth Strategies LLC616,365$35,016
Hills Bank & Trust Co600,786$34,131
Alta Wealth Advisors LLC594,790$33,790
1026 other institutions72,522,920$4,013,891
Total (1,126 institutions)474,365,983$26,360,095