HoldingsChannel.com
Funds Holding SPEM
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning10,728,209$305,325 03/31/2020
     SPEM10,728,209$305,325 03/31/2020
Allworth Financial LP2,188,172$62,275 03/31/2020
     SPEM2,188,172$62,275 03/31/2020
Horizon Investments LLC2,163,097$61,562 03/31/2020
     SPEM2,163,097$61,562 03/31/2020
Envestnet Asset Management Inc.1,821,440$60,945 06/30/2020
     SPEM1,821,440$60,945 06/30/2020
Bank of America Corp DE2,096,773$59,674 03/31/2020
     SPEM2,096,773$59,674 03/31/2020
Wells Fargo & Company MN1,894,397$53,914 03/31/2020
     SPEM1,894,397$53,914 03/31/2020
Gradient Investments LLC1,796,012$51,115 03/31/2020
     SPEM1,796,012$51,115 03/31/2020
Advisor Group Holdings Inc.1,685,890$46,800 03/31/2020
     SPEM1,685,890$46,800 03/31/2020
State Street Corp1,603,591$45,638 03/31/2020
     SPEM1,603,591$45,638 03/31/2020
LPL Financial LLC1,393,763$39,666 03/31/2020
     SPEM1,393,763$39,666 03/31/2020
Assetmark Inc.1,326,363$37,748 03/31/2020
     SPEM1,326,363$37,748 03/31/2020
Morgan Stanley1,240,124$35,294 03/31/2020
     SPEM1,240,124$35,294 03/31/2020
McNamara Financial Services Inc.1,169,069$33,272 03/31/2020
     SPEM1,169,069$33,272 03/31/2020
Stadion Money Management LLC989,119$28,150 03/31/2020
     SPEM989,119$28,150 03/31/2020
UBS Group AG973,040$27,693 03/31/2020
     SPEM973,040$27,693 03/31/2020
CLS Investments LLC959,073$27,295 03/31/2020
     SPEM959,073$27,295 03/31/2020
Advisory Alpha LLC907,924$26,993 03/31/2020
     SPEM907,924$26,993 03/31/2020
Townsquare Capital LLC813,032$24,025 03/31/2020
     SPEM813,032$24,025 03/31/2020
Global Financial Private Capital Inc714,862$20,337 03/31/2020
     SPEM714,862$20,337 03/31/2020
ARGI Investment Services LLC684,922$19,493 03/31/2020
     SPEM684,922$19,493 03/31/2020
Banco Santander S.A.644,848$18,352 03/31/2020
     SPEM644,848$18,352 03/31/2020
United Capital Financial Advisers LLC634,342$18,053 03/31/2020
     SPEM634,342$18,053 03/31/2020
CSat Investment Advisory L.P.620,885$17,670 03/31/2020
     SPEM620,885$17,670 03/31/2020
Toroso Investments LLC620,885$17,670 03/31/2020
     SPEM620,885$17,670 03/31/2020
ICONIQ Capital LLC614,029$17,475 03/31/2020
     SPEM614,029$17,475 03/31/2020
PFS Investments Inc.580,894$16,532 03/31/2020
     SPEM580,894$16,532 03/31/2020
Trilogy Capital Inc.523,071$15,823 03/31/2020
     SPEM523,071$15,823 03/31/2020
Global Strategic Investment Solutions LLC540,208$15,374 03/31/2020
     SPEM540,208$15,374 03/31/2020
Jane Street Group LLC502,487$14,301 03/31/2020
     SPEM502,487$14,301 03/31/2020
Financial Engines Advisors L.L.C.497,183$14,150 03/31/2020
     SPEM497,183$14,150 03/31/2020
Signature Estate & Investment Advisors LLC488,826$13,912 03/31/2020
     SPEM488,826$13,912 03/31/2020
AdvicePeriod LLC447,014$12,722 03/31/2020
     SPEM447,014$12,722 03/31/2020
Cutler Investment Counsel LLC443,140$12,612 03/31/2020
     SPEM443,140$12,612 03/31/2020
Ballentine Partners LLC423,409$12,050 03/31/2020
     SPEM423,409$12,050 03/31/2020
FormulaFolio Investments LLC383,399$10,912 03/31/2020
     SPEM383,399$10,912 03/31/2020
Parametric Portfolio Associates LLC353,016$10,047 03/31/2020
     SPEM353,016$10,047 03/31/2020
Balentine LLC353,016$10,047 03/31/2020
     SPEM353,016$10,047 03/31/2020
Ameriprise Financial Inc.343,459$9,763 03/31/2020
     SPEM343,459$9,763 03/31/2020
SigFig Wealth Management LLC334,627$9,523 03/31/2020
     SPEM334,627$9,523 03/31/2020
Wealthsource Partners LLC302,360$8,605 03/31/2020
     SPEM302,360$8,605 03/31/2020
First Horizon Advisors Inc.299,059$8,510 03/31/2020
     SPEM299,059$8,510 03/31/2020
ERn Financial LLC293,517$8,353 03/31/2020
     SPEM293,517$8,353 03/31/2020
Fis Group Inc.292,421$8,322 03/31/2020
     SPEM292,421$8,322 03/31/2020
Atlas Capital Advisors LLC280,916$7,995 03/31/2020
     SPEM280,916$7,995 03/31/2020
Platte River Wealth Advisors LLC220,707$7,945 06/30/2020
     SPEM220,707$7,945 06/30/2020
Boston Standard Wealth Management LLC237,416$7,944 06/30/2020
     SPEM237,416$7,944 06/30/2020
N.E.W. Advisory Services LLC235,513$7,880 06/30/2020
     SPEM235,513$7,880 06/30/2020
AE Wealth Management LLC266,485$7,584 03/31/2020
     SPEM266,485$7,584 03/31/2020
HighMark Wealth Management LLC256,640$7,299 03/31/2020
     SPEM256,640$7,299 03/31/2020
Aptus Capital Advisors LLC253,389$7,211 03/31/2020
     SPEM253,389$7,211 03/31/2020
Financial Strategies Group Inc.242,353$6,897 03/31/2020
     SPEM242,353$6,897 03/31/2020
VCU Investment Management Co239,540$6,817 03/31/2020
     SPEM239,540$6,817 03/31/2020
Harvest Group Wealth Management LLC235,659$6,706 03/31/2020
     SPEM235,659$6,706 03/31/2020
Edmonds Duncan Registered Investment Advisors LLC229,047$6,519 03/31/2020
     SPEM229,047$6,519 03/31/2020
Merriman Wealth Management LLC227,592$6,477 03/31/2020
     SPEM227,592$6,477 03/31/2020
First Allied Advisory Services Inc.224,863$6,400 03/31/2020
     SPEM224,863$6,400 03/31/2020
Sawtooth Solutions LLC217,540$6,191 03/31/2020
     SPEM217,540$6,191 03/31/2020
Great Lakes Advisors LLC211,461$6,018 03/31/2020
     SPEM211,461$6,018 03/31/2020
Betterment LLC210,569$5,993 03/31/2020
     SPEM210,569$5,993 03/31/2020
Nicolet Advisory Services LLC210,322$5,986 03/31/2020
     SPEM210,322$5,986 03/31/2020
Lake Street Advisors Group LLC205,990$5,862 03/31/2020
     SPEM205,990$5,862 03/31/2020
Allen Capital Group LLC201,567$5,737 03/31/2020
     SPEM201,567$5,737 03/31/2020
Pure Financial Advisors Inc.171,119$5,726 06/30/2020
     SPEM171,119$5,726 06/30/2020
Columbus Macro LLC195,229$5,556 03/31/2020
     SPEM195,229$5,556 03/31/2020
Great Point Wealth Advisors LLC191,060$5,437 03/31/2020
     SPEM191,060$5,437 03/31/2020
Commonwealth Equity Services LLC190,013$5,407 03/31/2020
     SPEM190,013$5,407 03/31/2020
OLD Second National Bank of Aurora189,938$5,406 03/31/2020
     SPEM189,938$5,406 03/31/2020
Wrapmanager Inc.187,092$5,325 03/31/2020
     SPEM187,092$5,325 03/31/2020
Signet Financial Management LLC172,581$5,276 03/31/2020
     SPEM172,581$5,276 03/31/2020
Cambridge Investment Research Advisors Inc.181,199$5,157 03/31/2020
     SPEM181,199$5,157 03/31/2020
Vickerman & Driscoll Financial Advisors Inc.169,313$4,819 03/31/2020
     SPEM169,313$4,819 03/31/2020
Opes Wealth Management LLC162,322$4,620 03/31/2020
     SPEM162,322$4,620 03/31/2020
BerganKDV Wealth Management LLC153,477$4,368 03/31/2020
     SPEM153,477$4,368 03/31/2020
Barber Financial Group Inc.151,055$4,299 03/31/2020
     SPEM151,055$4,299 03/31/2020
Balasa Dinverno & Foltz LLC149,329$4,250 03/31/2020
     SPEM149,329$4,250 03/31/2020
Beacon Pointe Advisors LLC143,589$4,084 03/31/2020
     SPEM143,589$4,084 03/31/2020
JNBA Financial Advisors140,776$4,006 03/31/2020
     SPEM140,776$4,006 03/31/2020
Aspire Private Capital LLC139,838$3,980 03/31/2020
     SPEM139,838$3,980 03/31/2020
Moneta Group Investment Advisors LLC138,862$3,952 03/31/2020
     SPEM138,862$3,952 03/31/2020
Waller Financial Planning Group Inc.138,579$3,944 03/31/2020
     SPEM138,579$3,944 03/31/2020
Truefg LLC136,304$3,879 03/31/2020
     SPEM136,304$3,879 03/31/2020
Founders Financial Securities LLC132,700$3,777 03/31/2020
     SPEM132,700$3,777 03/31/2020
HawsGoodwin Investment Management LLC131,820$3,752 03/31/2020
     SPEM131,820$3,752 03/31/2020
Vivaldi Capital Management LLC131,657$3,747 03/31/2020
     SPEM131,657$3,747 03/31/2020
Carroll Financial Associates Inc.109,663$3,669 06/30/2020
     SPEM109,663$3,669 06/30/2020
Royal Bank of Canada128,201$3,648 03/31/2020
     SPEM128,201$3,648 03/31/2020
Towercrest Capital Management127,687$3,634 03/31/2020
     SPEM127,687$3,634 03/31/2020
Capital Wealth Management LLC127,547$3,630 03/31/2020
     SPEM127,547$3,630 03/31/2020
Asset Dedication LLC127,524$3,624 03/31/2020
     SPEM127,524$3,624 03/31/2020
Securian Asset Management Inc125,835$3,581 03/31/2020
     SPEM125,835$3,581 03/31/2020
TPG Financial Advisors LLC122,420$3,484 03/31/2020
     SPEM122,420$3,484 03/31/2020
Exencial Wealth Advisors LLC120,995$3,443 03/31/2020
     SPEM120,995$3,443 03/31/2020
Laurel Wealth Advisors Inc.116,934$3,328 03/31/2020
     SPEM116,934$3,328 03/31/2020
WESCAP Management Group Inc.115,712$3,293 03/31/2020
     SPEM115,712$3,293 03/31/2020
CWM LLC113,569$3,232 03/31/2020
     SPEM113,569$3,232 03/31/2020
Raymond James & Associates113,287$3,224 03/31/2020
     SPEM113,287$3,224 03/31/2020
Stratos Wealth Partners LTD.112,101$3,190 03/31/2020
     SPEM112,101$3,190 03/31/2020
AlphaStar Capital Management LLC109,253$3,173 03/31/2020
     SPEM109,253$3,173 03/31/2020
Riversedge Advisors LLC107,356$3,055 03/31/2020
     SPEM107,356$3,055 03/31/2020
Sterneck Capital Management LLC104,603$2,977 03/31/2020
     SPEM104,603$2,977 03/31/2020
StrategIQ Financial Group LLC104,598$2,977 03/31/2020
     SPEM104,598$2,977 03/31/2020
Managed Account Services Inc.106,325$2,944 03/31/2020
     SPEM106,325$2,944 03/31/2020
Valmark Advisers Inc.102,542$2,918 03/31/2020
     SPEM102,542$2,918 03/31/2020
JPMorgan Chase & Co.101,554$2,890 03/31/2020
     SPEM101,554$2,890 03/31/2020
GeoWealth Management LLC96,636$2,751 03/31/2020
     SPEM96,636$2,751 03/31/2020
Ritholtz Wealth Management94,305$2,684 03/31/2020
     SPEM94,305$2,684 03/31/2020
Savant Capital LLC86,216$2,454 03/31/2020
     SPEM86,216$2,454 03/31/2020
Kohmann Bosshard Financial Services LLC85,581$2,436 03/31/2020
     SPEM85,581$2,436 03/31/2020
Girard Partners LTD.84,577$2,407 03/31/2020
     SPEM84,577$2,407 03/31/2020
HighTower Advisors LLC84,151$2,395 03/31/2020
     SPEM84,151$2,395 03/31/2020
Ausdal Financial Partners Inc.78,565$2,352 03/31/2020
     SPEM78,565$2,352 03/31/2020
Baltimore Washington Financial Advisors Inc.81,723$2,325 03/31/2020
     SPEM81,723$2,325 03/31/2020
Atria Investments LLC81,367$2,316 03/31/2020
     SPEM81,367$2,316 03/31/2020
Frisch Financial Group Inc.80,137$2,281 03/31/2020
     SPEM80,137$2,281 03/31/2020
PAX Financial Group LLC75,519$2,242 03/31/2020
     SPEM75,519$2,242 03/31/2020
Capital Planning Advisors LLC77,672$2,211 03/31/2020
     SPEM77,672$2,211 03/31/2020
McNaughton Wealth Management LLC77,425$2,204 03/31/2020
     SPEM77,425$2,204 03/31/2020
Windsor Capital Management LLC77,226$2,197 03/31/2020
     SPEM77,226$2,197 03/31/2020
PFG Private Wealth Management LLC76,055$2,165 03/31/2020
     SPEM76,055$2,165 03/31/2020
Vista Investment Management75,781$2,157 03/31/2020
     SPEM75,781$2,157 03/31/2020
Rosenberg Matthew Hamilton74,495$2,121 03/31/2020
     SPEM74,495$2,121 03/31/2020
Oarsman Capital Inc.74,133$2,110 03/31/2020
     SPEM74,133$2,110 03/31/2020
Occidental Asset Management LLC73,528$2,093 03/31/2020
     SPEM73,528$2,093 03/31/2020
Blueprint Investment Partners LLC72,534$2,064 03/31/2020
     SPEM72,534$2,064 03/31/2020
Waterloo Capital L.P.69,624$1,981 03/31/2020
     SPEM69,624$1,981 03/31/2020
Comerica Securities Inc.69,340$1,973 03/31/2020
     SPEM69,340$1,973 03/31/2020
Canal Capital Management LLC69,156$1,968 03/31/2020
     SPEM69,156$1,968 03/31/2020
Probity Advisors Inc.68,870$1,960 03/31/2020
     SPEM68,870$1,960 03/31/2020
Client 1ST Advisory Group LLC68,217$1,941 03/31/2020
     SPEM68,217$1,941 03/31/2020
Sowell Financial Services LLC68,143$1,939 03/31/2020
     SPEM68,143$1,939 03/31/2020
First Ascent Asset Management LLC67,199$1,912 03/31/2020
     SPEM67,199$1,912 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC66,730$1,899 03/31/2020
     SPEM66,730$1,899 03/31/2020
Capital Advisors Inc. OK66,703$1,898 03/31/2020
     SPEM66,703$1,898 03/31/2020
Sheets Smith Wealth Management66,585$1,895 03/31/2020
     SPEM66,585$1,895 03/31/2020
Frontier Investment Mgmt Co.66,536$1,894 03/31/2020
     SPEM66,536$1,894 03/31/2020
Private Advisor Group LLC64,613$1,839 03/31/2020
     SPEM64,613$1,839 03/31/2020
Syntal Capital Partners LLC62,994$1,792 03/31/2020
     SPEM62,994$1,792 03/31/2020
Alliance Wealth Management Group61,478$1,750 03/31/2020
     SPEM61,478$1,750 03/31/2020
Mutual Advisors LLC61,497$1,750 03/31/2020
     SPEM61,497$1,750 03/31/2020
Strategic Investment Advisors MI58,706$1,671 03/31/2020
     SPEM58,706$1,671 03/31/2020
Iron Financial LLC58,657$1,669 03/31/2020
     SPEM58,657$1,669 03/31/2020
Natixis57,707$1,642 03/31/2020
     SPEM57,707$1,642 03/31/2020
Tortoise Investment Management LLC57,273$1,630 03/31/2020
     SPEM57,273$1,630 03/31/2020
Captrust Financial Advisors57,188$1,566 03/31/2020
     SPEM57,188$1,566 03/31/2020
Blair William & Co. IL54,807$1,560 03/31/2020
     SPEM54,807$1,560 03/31/2020
Park Avenue Securities LLC54,623$1,555 03/31/2020
     SPEM54,623$1,555 03/31/2020
Strategic Wealth Partners Ltd.40,376$1,518 03/31/2020
     SPEM40,376$1,518 03/31/2020
Bank of New York Mellon Corp53,197$1,514 03/31/2020
     SPEM53,197$1,514 03/31/2020
NewFocus Financial Group LLC52,833$1,504 03/31/2020
     SPEM52,833$1,504 03/31/2020
Cornerstone Wealth Management LLC51,136$1,455 03/31/2020
     SPEM51,136$1,455 03/31/2020
Capital Investment Advisory Services LLC51,058$1,453 03/31/2020
     SPEM51,058$1,453 03/31/2020
Ironwood Wealth Management LLC.50,565$1,439 03/31/2020
     SPEM50,565$1,439 03/31/2020
Meitav Dash Investments Ltd.49,786$1,417 03/31/2020
     SPEM49,786$1,417 03/31/2020
Boltwood Capital Management42,015$1,406 06/30/2020
     SPEM42,015$1,406 06/30/2020
Level Four Advisory Services LLC48,118$1,370 03/31/2020
     SPEM48,118$1,370 03/31/2020
IFP Advisors Inc45,509$1,339 03/31/2020
     SPEM45,509$1,339 03/31/2020
Atlantic Union Bankshares Corp45,830$1,305 03/31/2020
     SPEM45,830$1,305 03/31/2020
First Heartland Consultants Inc.44,719$1,273 03/31/2020
     SPEM44,719$1,273 03/31/2020
Linscomb & Williams Inc.44,088$1,255 03/31/2020
     SPEM44,088$1,255 03/31/2020
Proffitt & Goodson Inc.43,801$1,247 03/31/2020
     SPEM43,801$1,247 03/31/2020
ARQ Wealth Advisors LLC37,090$1,241 06/30/2020
     SPEM37,090$1,241 06/30/2020
Lincoln National Corp43,347$1,234 03/31/2020
     SPEM43,347$1,234 03/31/2020
Wealthstreet Investment Advisors LLC42,773$1,218 03/31/2020
     SPEM42,773$1,218 03/31/2020
HBW Advisory Services LLC35,881$1,201 06/30/2020
     SPEM35,881$1,201 06/30/2020
Stonehearth Capital Management LLC42,026$1,196 03/31/2020
     SPEM42,026$1,196 03/31/2020
Advisory Resource Group41,777$1,189 03/31/2020
     SPEM41,777$1,189 03/31/2020
Outlook Wealth Advisors LLC40,745$1,160 03/31/2020
     SPEM40,745$1,160 03/31/2020
RFG Advisory LLC40,494$1,152 03/31/2020
     SPEM40,494$1,152 03/31/2020
MML Investors Services LLC40,334$1,148 03/31/2020
     SPEM40,334$1,148 03/31/2020
Diligent Investors LLC33,263$1,113 06/30/2020
     SPEM33,263$1,113 06/30/2020
Ballast Inc.38,483$1,095 03/31/2020
     SPEM38,483$1,095 03/31/2020
TCG Advisors LP38,301$1,090 03/31/2020
     SPEM38,301$1,090 03/31/2020
MA Private Wealth37,953$1,080 03/31/2020
     SPEM37,953$1,080 03/31/2020
Bay Harbor Wealth Management LLC35,978$1,024 03/31/2020
     SPEM35,978$1,024 03/31/2020
CX Institutional35,768$1,018 03/31/2020
     SPEM35,768$1,018 03/31/2020
Annex Advisory Services LLC35,549$1,012 03/31/2020
     SPEM35,549$1,012 03/31/2020
Pinnacle Wealth Planning Services Inc.38,180$995 03/31/2020
     SPEM38,180$995 03/31/2020
Clear Creek Financial Management LLC33,488$995 03/31/2020
     SPEM33,488$995 03/31/2020
Intrust Bank NA34,645$986 03/31/2020
     SPEM34,645$986 03/31/2020
Livingston Group Asset Management CO operating as Southport Capital Management 34,451$980 03/31/2020
     SPEM34,451$980 03/31/2020
Mariner LLC34,169$972 03/31/2020
     SPEM34,169$972 03/31/2020
Truist Financial Corp33,677$959 03/31/2020
     SPEM33,677$959 03/31/2020
Buckingham Asset Management LLC33,496$953 03/31/2020
     SPEM33,496$953 03/31/2020
Starfire Investment Advisers Inc.28,473$952 06/30/2020
     SPEM28,473$952 06/30/2020
Certified Advisory Corp33,287$947 03/31/2020
     SPEM33,287$947 03/31/2020
Dynamic Advisor Solutions LLC33,226$946 03/31/2020
     SPEM33,226$946 03/31/2020
Capital Analysts LLC33,006$939 03/31/2020
     SPEM33,006$939 03/31/2020
Liberty One Investment Management LLC31,866$907 03/31/2020
     SPEM31,866$907 03/31/2020
Cabot Wealth Management Inc.31,392$893 03/31/2020
     SPEM31,392$893 03/31/2020
JFS Wealth Advisors LLC31,376$893 03/31/2020
     SPEM31,376$893 03/31/2020
American Investment Services Inc.30,692$873 03/31/2020
     SPEM30,692$873 03/31/2020
Hayden Royal LLC30,370$864 03/31/2020
     SPEM30,370$864 03/31/2020
One Capital Management LLC29,548$841 03/31/2020
     SPEM29,548$841 03/31/2020
Larson Financial Group LLC29,457$838 03/31/2020
     SPEM29,457$838 03/31/2020
First Republic Investment Management Inc.28,869$822 03/31/2020
     SPEM28,869$822 03/31/2020
Brighton Jones LLC28,462$810 03/31/2020
     SPEM28,462$810 03/31/2020
Proequities Inc.27,871$793 03/31/2020
     SPEM27,871$793 03/31/2020
LexAurum Advisors LLC27,506$783 03/31/2020
     SPEM27,506$783 03/31/2020
Stephens Inc. AR27,156$773 03/31/2020
     SPEM27,156$773 03/31/2020
Stifel Financial Corp27,070$771 03/31/2020
     SPEM27,070$771 03/31/2020
Raymond James Financial Services Advisors Inc.27,078$771 03/31/2020
     SPEM27,078$771 03/31/2020
Zurich Insurance Group Ltd FI25,225$713 03/31/2020
     SPEM25,225$713 03/31/2020
E&G Advisors LP21,227$710 06/30/2020
     SPEM21,227$710 06/30/2020
55I LLC24,013$708 03/31/2020
     SPEM24,013$708 03/31/2020
Grimes & Company Inc.24,684$702 03/31/2020
     SPEM24,684$702 03/31/2020
Tobias Financial Advisors Inc.24,651$702 03/31/2020
     SPEM24,651$702 03/31/2020
JT Stratford LLC24,618$701 03/31/2020
     SPEM24,618$701 03/31/2020
FMR LLC24,229$689 03/31/2020
     SPEM24,229$689 03/31/2020
SJA Financial Advisory LLC23,118$658 03/31/2020
     SPEM23,118$658 03/31/2020
Vantage Investment Partners LLC22,869$651 03/31/2020
     SPEM22,869$651 03/31/2020
Northwest Wealth Management LLC22,720$647 03/31/2020
     SPEM22,720$647 03/31/2020
3D Asset Management Inc.22,614$644 03/31/2020
     SPEM22,614$644 03/31/2020
Roosevelt Investment Group Inc.22,504$640 03/31/2020
     SPEM22,504$640 03/31/2020
Aveo Capital Partners LLC22,179$631 03/31/2020
     SPEM22,179$631 03/31/2020
NovaPoint Capital LLC21,326$607 03/31/2020
     SPEM21,326$607 03/31/2020
Smith Moore & CO.21,071$600 03/31/2020
     SPEM21,071$600 03/31/2020
Bridgeworth LLC20,804$592 03/31/2020
     SPEM20,804$592 03/31/2020
Focused Wealth Management Inc20,510$584 03/31/2020
     SPEM20,510$584 03/31/2020
Strategic Blueprint LLC20,117$573 03/31/2020
     SPEM20,117$573 03/31/2020
Single Point Partners LLC20,148$573 03/31/2020
     SPEM20,148$573 03/31/2020
Patriot Financial Group Insurance Agency LLC19,789$563 03/31/2020
     SPEM19,789$563 03/31/2020
SlateStone Wealth LLC19,682$560 03/31/2020
     SPEM19,682$560 03/31/2020
Legacy Private Trust Co.16,578$555 06/30/2020
     SPEM16,578$555 06/30/2020
Squar Milner Financial Services LLC19,241$547 03/31/2020
     SPEM19,241$547 03/31/2020
Verus Capital Partners LLC19,177$546 03/31/2020
     SPEM19,177$546 03/31/2020
Peterson Wealth Advisors LLC18,943$539 03/31/2020
     SPEM18,943$539 03/31/2020
Fort Point Capital Partners LLC18,694$532 03/31/2020
     SPEM18,694$532 03/31/2020
Northwestern Mutual Wealth Management Co.18,413$524 03/31/2020
     SPEM18,413$524 03/31/2020
IHT Wealth Management LLC18,404$524 03/31/2020
     SPEM18,404$524 03/31/2020
Bristlecone Advisors LLC18,097$515 03/31/2020
     SPEM18,097$515 03/31/2020
Acorn Financial Advisory Services Inc. ADV17,989$512 03/31/2020
     SPEM17,989$512 03/31/2020
AdvisorNet Financial Inc17,967$511 03/31/2020
     SPEM17,967$511 03/31/2020
Pinnacle Advisory Group Inc.17,613$501 03/31/2020
     SPEM17,613$501 03/31/2020
Advisory Services Network LLC17,361$495 03/31/2020
     SPEM17,361$495 03/31/2020
Carnegie Capital Asset Management LLC14,765$494 06/30/2020
     SPEM14,765$494 06/30/2020
Kingsview Wealth Management LLC17,144$488 03/31/2020
     SPEM17,144$488 03/31/2020
Csenge Advisory Group17,119$487 03/31/2020
     SPEM17,119$487 03/31/2020
Relative Value Partners Group LLC17,026$484 03/31/2020
     SPEM17,026$484 03/31/2020
Change Path LLC16,884$481 03/31/2020
     SPEM16,884$481 03/31/2020
Wealthcare Advisory Partners LLC16,406$467 03/31/2020
     SPEM16,406$467 03/31/2020
M Holdings Securities Inc.16,184$461 03/31/2020
     SPEM16,184$461 03/31/2020
Lantz Financial LLC16,091$458 03/31/2020
     SPEM16,091$458 03/31/2020
BOKF NA16,000$455 03/31/2020
     SPEM16,000$455 03/31/2020
Westover Capital Advisors LLC15,751$448 03/31/2020
     SPEM15,751$448 03/31/2020
GWM Advisors LLC15,653$445 03/31/2020
     SPEM15,653$445 03/31/2020
Professional Financial Advisors LLC14,334$438 03/31/2020
     SPEM14,334$438 03/31/2020
McAdam LLC15,313$436 03/31/2020
     SPEM15,313$436 03/31/2020
SNS Financial Group LLC15,253$434 03/31/2020
     SPEM15,253$434 03/31/2020
PrairieView Partners LLC15,204$433 03/31/2020
     SPEM15,204$433 03/31/2020
Vivid Financial Management Inc.15,218$433 03/31/2020
     SPEM15,218$433 03/31/2020
Firestone Capital Management15,035$428 03/31/2020
     SPEM15,035$428 03/31/2020
Cetera Advisors LLC14,946$425 03/31/2020
     SPEM14,946$425 03/31/2020
Capital Asset Advisory Services LLC13,901$423 03/31/2020
     SPEM13,901$423 03/31/2020
Beacon Financial Advisory LLC12,563$420 06/30/2020
     SPEM12,563$420 06/30/2020
Accurate Investment Solutions Inc.14,620$416 03/31/2020
     SPEM14,620$416 03/31/2020
Parallel Advisors LLC14,461$411 03/31/2020
     SPEM14,461$411 03/31/2020
Avantax Advisory Services Inc.14,531$410 03/31/2020
     SPEM14,531$410 03/31/2020
People s United Financial Inc.14,320$408 03/31/2020
     SPEM14,320$408 03/31/2020
Pacifica Partners Inc.13,464$393 03/31/2020
     SPEM13,464$393 03/31/2020
Evergreen Capital Management LLC13,500$384 03/31/2020
     SPEM13,500$384 03/31/2020
MBE Wealth Management LLC13,507$384 03/31/2020
     SPEM13,507$384 03/31/2020
Calton & Associates Inc.13,411$382 03/31/2020
     SPEM13,411$382 03/31/2020
Thrivent Financial for Lutherans12,885$367 03/31/2020
     SPEM12,885$367 03/31/2020
Principal Financial Group Inc.12,668$361 03/31/2020
     SPEM12,668$361 03/31/2020
Insight Wealth Strategies LLC12,651$360 03/31/2020
     SPEM12,651$360 03/31/2020
United Asset Strategies Inc.12,582$358 03/31/2020
     SPEM12,582$358 03/31/2020
Gainplan LLC12,579$358 03/31/2020
     SPEM12,579$358 03/31/2020
Coastline Trust Co12,515$356 03/31/2020
     SPEM12,515$356 03/31/2020
EP Wealth Advisors LLC12,054$343 03/31/2020
     SPEM12,054$343 03/31/2020
New England Investment & Retirement Group Inc.11,978$341 03/31/2020
     SPEM11,978$341 03/31/2020
Howard Financial Services LTD.11,680$332 03/31/2020
     SPEM11,680$332 03/31/2020
TCF National Bank11,414$325 03/31/2020
     SPEM11,414$325 03/31/2020
BKD Wealth Advisors LLC11,350$323 03/31/2020
     SPEM11,350$323 03/31/2020
Equitable Holdings Inc.10,427$297 03/31/2020
     SPEM10,427$297 03/31/2020
Alexandria Capital LLC10,325$294 03/31/2020
     SPEM10,325$294 03/31/2020
CWH Capital Management Inc.9,694$276 03/31/2020
     SPEM9,694$276 03/31/2020
Stewardship Advisors LLC9,664$275 03/31/2020
     SPEM9,664$275 03/31/2020
NBT Bank N A NY9,584$272 03/31/2020
     SPEM9,584$272 03/31/2020
Mirae Asset Global Investments Co. Ltd.9,485$269 03/31/2020
     SPEM9,485$269 03/31/2020
FDx Advisors Inc.9,348$266 03/31/2020
     SPEM9,348$266 03/31/2020
Western Wealth Management LLC9,277$265 03/31/2020
     SPEM9,277$265 03/31/2020
Cooper Financial Group9,290$264 03/31/2020
     SPEM9,290$264 03/31/2020
Arete Wealth Management LLC9,255$263 03/31/2020
     SPEM9,255$263 03/31/2020
Essex Private Wealth Management LLC9,180$261 03/31/2020
     SPEM9,180$261 03/31/2020
Wealth Enhancement Advisory Services LLC8,497$258 03/31/2020
     SPEM8,497$258 03/31/2020
Fernwood Investment Management LLC9,020$257 03/31/2020
     SPEM9,020$257 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC7,649$255 06/30/2020
     SPEM7,649$255 06/30/2020
Lloyd Advisory Services LLC.8,773$250 03/31/2020
     SPEM8,773$250 03/31/2020
Steward Partners Investment Advisory LLC8,621$245 03/31/2020
     SPEM8,621$245 03/31/2020
Oppenheimer & Co. Inc.8,505$242 03/31/2020
     SPEM8,505$242 03/31/2020
Watson Rebecca8,126$241 03/31/2020
     SPEM8,126$241 03/31/2020
B & T Capital Management DBA Alpha Capital Management8,329$237 03/31/2020
     SPEM8,329$237 03/31/2020
Triton Wealth Management PLLC7,819$237 03/31/2020
     SPEM7,819$237 03/31/2020
Financial Advocates Investment Management8,292$236 03/31/2020
     SPEM8,292$236 03/31/2020
Resources Investment Advisors LLC.8,194$233 03/31/2020
     SPEM8,194$233 03/31/2020
Goldman Sachs Group Inc.7,737$220 03/31/2020
     SPEM7,737$220 03/31/2020
Paulson Wealth Management Inc.7,394$218 03/31/2020
     SPEM7,394$218 03/31/2020
WealthPLAN Partners LLC7,020$214 03/31/2020
     SPEM7,020$214 03/31/2020
TFG Advisers LLC7,554$214 03/31/2020
     SPEM7,554$214 03/31/2020
Hanlon Investment Management Inc.7,298$208 03/31/2020
     SPEM7,298$208 03/31/2020
RDA Financial Network7,259$207 03/31/2020
     SPEM7,259$207 03/31/2020
Flagship Harbor Advisors LLC7,224$206 03/31/2020
     SPEM7,224$206 03/31/2020
Bank of Nova Scotia7,163$204 03/31/2020
     SPEM7,163$204 03/31/2020
Perigon Wealth Management LLC6,902$204 03/31/2020
     SPEM6,902$204 03/31/2020
Creative Financial Designs Inc. ADV7,147$203 03/31/2020
     SPEM7,147$203 03/31/2020
Paradigm Financial Partners LLC6,812$201 03/31/2020
     SPEM6,812$201 03/31/2020
Lehman & Derafelo Financial Resources LLC6,848$195 03/31/2020
     SPEM6,848$195 03/31/2020
Whittier Trust Co.6,770$193 03/31/2020
     SPEM6,770$193 03/31/2020
Citigroup Inc.6,750$192 03/31/2020
     SPEM6,750$192 03/31/2020
Global Retirement Partners LLC6,109$174 03/31/2020
     SPEM6,109$174 03/31/2020
Ameritas Investment Company LLC5,753$163 03/31/2020
     SPEM5,753$163 03/31/2020
US Bancorp DE5,567$158 03/31/2020
     SPEM5,567$158 03/31/2020
Your Advocates Ltd. LLP5,529$157 03/31/2020
     SPEM5,529$157 03/31/2020
PNC Financial Services Group Inc.5,489$156 03/31/2020
     SPEM5,489$156 03/31/2020
Evensky & Katz LLC5,310$151 03/31/2020
     SPEM5,310$151 03/31/2020
LifePlan Financial Group Inc4,884$139 03/31/2020
     SPEM4,884$139 03/31/2020
Ambassador Advisors LLC4,719$134 03/31/2020
     SPEM4,719$134 03/31/2020
Vicus Capital4,347$124 03/31/2020
     SPEM4,347$124 03/31/2020
Macroview Investment Management LLC4,155$118 03/31/2020
     SPEM4,155$118 03/31/2020
MBM Wealth Consultants LLC4,094$116 03/31/2020
     SPEM4,094$116 03/31/2020
Barnett & Company Inc.4,007$114 03/31/2020
     SPEM4,007$114 03/31/2020
Synovus Financial Corp3,938$111 03/31/2020
     SPEM3,938$111 03/31/2020
NEXT Financial Group Inc3,927$111 03/31/2020
     SPEM3,927$111 03/31/2020
Reilly Financial Advisors LLC3,520$100 03/31/2020
     SPEM3,520$100 03/31/2020
Sandy Spring Bank3,240$92 03/31/2020
     SPEM3,240$92 03/31/2020
Eudaimonia Partners LLC3,234$92 03/31/2020
     SPEM3,234$92 03/31/2020
O Shaughnessy Asset Management LLC3,040$87 03/31/2020
     SPEM3,040$87 03/31/2020
Golden State Wealth Management LLC3,012$86 03/31/2020
     SPEM3,012$86 03/31/2020
Ballast Advisors LLC2,908$83 03/31/2020
     SPEM2,908$83 03/31/2020
Financial Enhancement Group LLC2,875$82 03/31/2020
     SPEM2,875$82 03/31/2020
Valley National Advisers Inc.2,468$70 03/31/2020
     SPEM2,468$70 03/31/2020
Wealthcare Capital Management LLC2,074$59 03/31/2020
     SPEM2,074$59 03/31/2020
Capital Square LLC2,060$59 03/31/2020
     SPEM2,060$59 03/31/2020
Laurel Wealth Advisors LLC2,054$58 03/31/2020
     SPEM2,054$58 03/31/2020
Trust Co. of Vermont2,018$57 03/31/2020
     SPEM2,018$57 03/31/2020
Liberty Wealth Management LLC1,466$47 03/31/2020
     SPEM1,466$47 03/31/2020
Affiance Financial LLC1,581$45 03/31/2020
     SPEM1,581$45 03/31/2020
Shine Investment Advisory Services Inc.1,523$43 03/31/2020
     SPEM1,523$43 03/31/2020
Financial Management Professionals Inc.1,494$43 03/31/2020
     SPEM1,494$43 03/31/2020
Winch Advisory Services LLC1,288$37 03/31/2020
     SPEM1,288$37 03/31/2020
Stearns Financial Services Group1,249$36 03/31/2020
     SPEM1,249$36 03/31/2020
Orion Portfolio Solutions LLC1,116$32 03/31/2020
     SPEM1,116$32 03/31/2020
Semmax Financial Advisors Inc.1,095$31 03/31/2020
     SPEM1,095$31 03/31/2020
Salomon & Ludwin LLC952$27 03/31/2020
     SPEM952$27 03/31/2020
Legg Mason Inc.889$26 03/31/2020
     SPEM889$26 03/31/2020
Meeder Asset Management Inc.907$26 03/31/2020
     SPEM907$26 03/31/2020
BlackRock Inc.930$26 03/31/2020
     SPEM930$26 03/31/2020
Valeo Financial Advisors LLC868$26 03/31/2020
     SPEM868$26 03/31/2020
Brand Asset Management Group Inc.866$25 03/31/2020
     SPEM866$25 03/31/2020
Bessemer Group Inc.833$24 03/31/2020
     SPEM833$24 03/31/2020
Financial Advisory Service Inc.828$24 03/31/2020
     SPEM828$24 03/31/2020
Rowland Carmichael Advisors Inc. ADV662$19 03/31/2020
     SPEM662$19 03/31/2020
Sound Income Strategies LLC677$19 03/31/2020
     SPEM677$19 03/31/2020
Burt Wealth Advisors631$18 03/31/2020
     SPEM631$18 03/31/2020
Price Wealth LLC556$16 03/31/2020
     SPEM556$16 03/31/2020
Rockefeller Capital Management L.P.540$15 03/31/2020
     SPEM540$15 03/31/2020
Front Row Advisors LLC353$11 03/31/2020
     SPEM353$11 03/31/2020
Fusion Family Wealth LLC363$10 03/31/2020
     SPEM363$10 03/31/2020
Ironwood Financial llc326$9 03/31/2020
     SPEM326$9 03/31/2020
Stratos Wealth Advisors LLC311$9 03/31/2020
     SPEM311$9 03/31/2020
Savior LLC330$9 03/31/2020
     SPEM330$9 03/31/2020
Financial Architects Inc274$8 03/31/2020
     SPEM274$8 03/31/2020
Wealth Quarterback LLC285$8 03/31/2020
     SPEM285$8 03/31/2020
Endurance Wealth Management Inc.250$7 03/31/2020
     SPEM250$7 03/31/2020
TFO TDC LLC230$6 03/31/2020
     SPEM230$6 03/31/2020
Ameritas Investment Partners Inc.210$5 03/31/2020
     SPEM210$5 03/31/2020
Ancora Advisors LLC172$5 03/31/2020
     SPEM172$5 03/31/2020
Lake Point Wealth Management168$5 03/31/2020
     SPEM168$5 03/31/2020
EPG Wealth Management LLC181$5 03/31/2020
     SPEM181$5 03/31/2020
Claraphi Advisory Network LLC137$4 03/31/2020
     SPEM137$4 03/31/2020
Fifth Third Bancorp93$3 03/31/2020
     SPEM93$3 03/31/2020
Huntington National Bank122$3 03/31/2020
     SPEM122$3 03/31/2020
AGF Investments LLC113$3 03/31/2020
     SPEM113$3 03/31/2020
Harwood Advisory Group LLC77$2 03/31/2020
     SPEM77$2 03/31/2020
Deutsche Bank AG19$1 03/31/2020
     SPEM19$1 03/31/2020
TCI Wealth Advisors Inc.18$1 03/31/2020
     SPEM18$1 03/31/2020
Prestige Wealth Management Group LLC46$1 03/31/2020
     SPEM46$1 03/31/2020
Sonora Investment Management LLC10$0 03/31/2020
     SPEM10$0 03/31/2020
AllSquare Wealth Management LLC3$0 03/31/2020
     SPEM3$0 03/31/2020
Jacobi Capital Management LLC16$0 03/31/2020
     SPEM16$0 03/31/2020
G&S Capital LLC0$0 03/31/2020
     SPEM0$0 03/31/2020
Sofos Investments Inc.7,189$0 03/31/2020
     SPEM7,189$0 03/31/2020
Royal Fund Management LLC24$0 03/31/2020
     SPEM24$0 03/31/2020

See Summary: Institutional Holders of SPEM
See Details: Top 10 Hedge Funds Holding SPEM
Also See: SPEM Holdings Changes

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