HoldingsChannel.com
Funds Holding SPIB
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Management Inc.21,946,870$746,412 03/31/2020
     SPIB21,946,870$746,412 03/31/2020
Charles Schwab Investment Advisory Inc.16,756,448$569,887 03/31/2020
     SPIB16,756,448$569,887 03/31/2020
United Services Automobile Association14,602,380$524,315 03/31/2020
     SPIB14,602,380$524,315 03/31/2020
Allianz Investment Management LLC2,781,590$94,602 03/31/2020
     SPIB2,781,590$94,602 03/31/2020
Envestnet Asset Management Inc.2,341,263$79,626 03/31/2020
     SPIB2,341,263$79,626 03/31/2020
LPL Financial LLC2,303,481$78,341 03/31/2020
     SPIB2,303,481$78,341 03/31/2020
Wells Fargo & Company MN2,254,970$76,692 03/31/2020
     SPIB2,254,970$76,692 03/31/2020
Allworth Financial LP1,893,303$64,392 03/31/2020
     SPIB1,893,303$64,392 03/31/2020
Park Avenue Securities LLC1,400,898$47,645 03/31/2020
     SPIB1,400,898$47,645 03/31/2020
Barclays PLC1,242,519$42,258 03/31/2020
     SPIB1,242,519$42,258 03/31/2020
ARGI Investment Services LLC1,116,343$37,967 03/31/2020
     SPIB1,116,343$37,967 03/31/2020
Bank of New York Mellon Corp993,501$33,789 03/31/2020
     SPIB993,501$33,789 03/31/2020
Polaris Greystone Financial Group LLC980,301$33,340 03/31/2020
     SPIB980,301$33,340 03/31/2020
People s United Financial Inc.976,338$33,205 03/31/2020
     SPIB976,338$33,205 03/31/2020
Mission Wealth Management LP967,013$32,888 03/31/2020
     SPIB967,013$32,888 03/31/2020
Morgan Stanley890,307$30,279 03/31/2020
     SPIB890,307$30,279 03/31/2020
State Street Corp856,305$29,123 03/31/2020
     SPIB856,305$29,123 03/31/2020
Cantor Fitzgerald Investment Adviser L.P.855,200$29,085 03/31/2020
     SPIB855,200$29,085 03/31/2020
Eastern Bank828,935$28,192 03/31/2020
     SPIB828,935$28,192 03/31/2020
Pinnacle Advisory Group Inc.737,683$25,089 03/31/2020
     SPIB737,683$25,089 03/31/2020
UBS Group AG716,511$24,369 03/31/2020
     SPIB716,511$24,369 03/31/2020
Citadel Advisors LLC715,414$24,331 03/31/2020
     SPIB715,414$24,331 03/31/2020
Focused Wealth Management Inc710,347$24,159 03/31/2020
     SPIB710,347$24,159 03/31/2020
Bank of America Corp DE702,115$23,879 03/31/2020
     SPIB702,115$23,879 03/31/2020
Point72 Asset Management L.P.686,860$23,360 03/31/2020
     SPIB686,860$23,360 03/31/2020
Morningstar Investment Services LLC684,000$23,195 03/31/2020
     SPIB684,000$23,195 03/31/2020
Integrated Capital Management Inc.633,899$21,558 03/31/2020
     SPIB633,899$21,558 03/31/2020
Jane Street Group LLC612,648$20,836 03/31/2020
     SPIB612,648$20,836 03/31/2020
Susquehanna International Group LLP566,497$19,267 03/31/2020
     SPIB566,497$19,267 03/31/2020
Wealth Enhancement Advisory Services LLC529,314$18,653 03/31/2020
     SPIB529,314$18,653 03/31/2020
Wealthsource Partners LLC548,216$18,645 03/31/2020
     SPIB548,216$18,645 03/31/2020
Occidental Asset Management LLC521,231$17,727 03/31/2020
     SPIB521,231$17,727 03/31/2020
Advisor Group Holdings Inc.520,670$17,671 03/31/2020
     SPIB520,670$17,671 03/31/2020
Qube Research & Technologies Ltd516,285$17,559 03/31/2020
     SPIB516,285$17,559 03/31/2020
AE Wealth Management LLC468,618$15,938 03/31/2020
     SPIB468,618$15,938 03/31/2020
Migdal Insurance & Financial Holdings Ltd.463,388$15,760 03/31/2020
     SPIB463,388$15,760 03/31/2020
Sawtooth Solutions LLC446,225$15,176 03/31/2020
     SPIB446,225$15,176 03/31/2020
BLB&B Advisors LLC442,967$15,065 03/31/2020
     SPIB442,967$15,065 03/31/2020
Stadion Money Management LLC436,312$14,839 03/31/2020
     SPIB436,312$14,839 03/31/2020
RFG Advisory LLC423,416$14,400 03/31/2020
     SPIB423,416$14,400 03/31/2020
Gradient Investments LLC387,596$13,182 03/31/2020
     SPIB387,596$13,182 03/31/2020
Trilogy Capital Inc.374,552$13,177 03/31/2020
     SPIB374,552$13,177 03/31/2020
Ameriprise Financial Inc.381,987$12,996 03/31/2020
     SPIB381,987$12,996 03/31/2020
ERTS Wealth Advisors LLC375,181$12,760 03/31/2020
     SPIB375,181$12,760 03/31/2020
Horizon Investments LLC363,241$12,354 03/31/2020
     SPIB363,241$12,354 03/31/2020
Raymond James Financial Services Advisors Inc.357,111$12,145 03/31/2020
     SPIB357,111$12,145 03/31/2020
Advisor Group Inc.327,495$11,565 12/31/2019
     SPIB327,495$11,565 12/31/2019
Wrapmanager Inc.333,257$11,334 03/31/2020
     SPIB333,257$11,334 03/31/2020
Willow Creek Wealth Management Inc.322,714$10,976 03/31/2020
     SPIB322,714$10,976 03/31/2020
Duff & Phelps Investment Management Co.320,600$10,904 03/31/2020
     SPIB320,600$10,904 03/31/2020
DeGreen Capital Management LLC267,866$9,110 03/31/2020
     SPIB267,866$9,110 03/31/2020
Clark Capital Management Group Inc.262,482$8,927 03/31/2020
     SPIB262,482$8,927 03/31/2020
Capital Analysts LLC261,007$8,877 03/31/2020
     SPIB261,007$8,877 03/31/2020
Advisors Capital Management LLC257,122$8,745 03/31/2020
     SPIB257,122$8,745 03/31/2020
Leicht Financial Planning & Wealth Management Inc.255,619$8,687 03/31/2020
     SPIB255,619$8,687 03/31/2020
Cooper Financial Group244,813$8,326 03/31/2020
     SPIB244,813$8,326 03/31/2020
Truefg LLC238,766$8,120 03/31/2020
     SPIB238,766$8,120 03/31/2020
Orion Portfolio Solutions LLC218,426$7,429 03/31/2020
     SPIB218,426$7,429 03/31/2020
OLD Mission Capital LLC214,968$7,311 03/31/2020
     SPIB214,968$7,311 03/31/2020
Royal Bank of Canada207,756$7,066 03/31/2020
     SPIB207,756$7,066 03/31/2020
Stephens Group Asset Management LLC204,069$6,940 03/31/2020
     SPIB204,069$6,940 03/31/2020
AdvisorNet Financial Inc199,491$6,785 03/31/2020
     SPIB199,491$6,785 03/31/2020
Westover Capital Advisors LLC197,460$6,716 03/31/2020
     SPIB197,460$6,716 03/31/2020
Adams Wealth Management186,255$6,335 03/31/2020
     SPIB186,255$6,335 03/31/2020
Captrust Financial Advisors185,569$6,277 03/31/2020
     SPIB185,569$6,277 03/31/2020
Raymond James & Associates180,819$6,150 03/31/2020
     SPIB180,819$6,150 03/31/2020
Vectors Research Management LLC177,901$6,050 03/31/2020
     SPIB177,901$6,050 03/31/2020
Sheets Smith Wealth Management164,094$5,581 03/31/2020
     SPIB164,094$5,581 03/31/2020
StrategIQ Financial Group LLC154,069$5,240 03/31/2020
     SPIB154,069$5,240 03/31/2020
Bluefin Trading LLC152,887$5,200 03/31/2020
     SPIB152,887$5,200 03/31/2020
Probity Advisors Inc.152,703$5,193 03/31/2020
     SPIB152,703$5,193 03/31/2020
Windsor Capital Management LLC150,930$5,133 03/31/2020
     SPIB150,930$5,133 03/31/2020
Ladenburg Thalmann Financial Services Inc.148,770$4,955 12/31/2019
     SPIB148,770$4,955 12/31/2019
Client 1ST Advisory Group LLC145,581$4,951 03/31/2020
     SPIB145,581$4,951 03/31/2020
Psagot Investment House Ltd.144,305$4,908 03/31/2020
     SPIB144,305$4,908 03/31/2020
Peterson Wealth Management142,351$4,841 03/31/2020
     SPIB142,351$4,841 03/31/2020
Towercrest Capital Management141,819$4,823 03/31/2020
     SPIB141,819$4,823 03/31/2020
RDA Financial Network137,058$4,661 03/31/2020
     SPIB137,058$4,661 03/31/2020
Redwood Investment Management LLC135,405$4,605 03/31/2020
     SPIB135,405$4,605 03/31/2020
Cambridge Investment Research Advisors Inc.131,429$4,470 03/31/2020
     SPIB131,429$4,470 03/31/2020
Private Advisor Group LLC116,859$3,974 03/31/2020
     SPIB116,859$3,974 03/31/2020
Appleton Partners Inc. MA115,274$3,920 03/31/2020
     SPIB115,274$3,920 03/31/2020
Stephens Inc. AR108,810$3,701 03/31/2020
     SPIB108,810$3,701 03/31/2020
Kingfisher Capital LLC101,404$3,449 03/31/2020
     SPIB101,404$3,449 03/31/2020
Country Club Trust Company n.a.96,142$3,260 03/31/2020
     SPIB96,142$3,260 03/31/2020
Bank Hapoalim BM93,721$3,187 03/31/2020
     SPIB93,721$3,187 03/31/2020
Fisher Asset Management LLC91,935$3,127 03/31/2020
     SPIB91,935$3,127 03/31/2020
Rowland Carmichael Advisors Inc. ADV84,947$2,889 03/31/2020
     SPIB84,947$2,889 03/31/2020
Financial Advisory Service Inc.84,769$2,883 03/31/2020
     SPIB84,769$2,883 03/31/2020
Legacy Private Trust Co.80,918$2,752 03/31/2020
     SPIB80,918$2,752 03/31/2020
Charles Schwab Trust Co79,639$2,709 03/31/2020
     SPIB79,639$2,709 03/31/2020
Flow Traders U.S. LLC79,283$2,696 03/31/2020
     SPIB79,283$2,696 03/31/2020
Foster & Motley Inc.78,739$2,678 03/31/2020
     SPIB78,739$2,678 03/31/2020
CX Institutional75,761$2,577 03/31/2020
     SPIB75,761$2,577 03/31/2020
OLD Second National Bank of Aurora69,917$2,378 03/31/2020
     SPIB69,917$2,378 03/31/2020
HM Payson & Co.65,070$2,298 12/31/2019
     SPIB65,070$2,298 12/31/2019
Roosevelt Investment Group Inc.66,524$2,262 03/31/2020
     SPIB66,524$2,262 03/31/2020
SWS Partners65,937$2,243 03/31/2020
     SPIB65,937$2,243 03/31/2020
Alliance Wealth Management Group65,911$2,242 03/31/2020
     SPIB65,911$2,242 03/31/2020
Mutual Advisors LLC65,672$2,234 03/31/2020
     SPIB65,672$2,234 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management62,198$2,115 03/31/2020
     SPIB62,198$2,115 03/31/2020
Northwestern Mutual Wealth Management Co.60,410$2,054 03/31/2020
     SPIB60,410$2,054 03/31/2020
Nottingham Advisors Inc.57,173$1,970 03/31/2020
     SPIB57,173$1,970 03/31/2020
Truist Financial Corp56,099$1,907 03/31/2020
     SPIB56,099$1,907 03/31/2020
Frontier Investment Mgmt Co.55,752$1,896 03/31/2020
     SPIB55,752$1,896 03/31/2020
Asset Planning Services Ltd.52,930$1,800 03/31/2020
     SPIB52,930$1,800 03/31/2020
Vista Investment Management52,138$1,773 03/31/2020
     SPIB52,138$1,773 03/31/2020
Vivid Financial Management Inc.48,814$1,660 03/31/2020
     SPIB48,814$1,660 03/31/2020
Advisory Services Network LLC48,703$1,656 03/31/2020
     SPIB48,703$1,656 03/31/2020
MCF Advisors LLC47,520$1,616 03/31/2020
     SPIB47,520$1,616 03/31/2020
Atria Investments LLC46,526$1,582 03/31/2020
     SPIB46,526$1,582 03/31/2020
Foresight Wealth Management LLC45,740$1,556 03/31/2020
     SPIB45,740$1,556 03/31/2020
Mountain Capital Investment Advisors Inc42,311$1,495 03/31/2020
     SPIB42,311$1,495 03/31/2020
Townsquare Capital LLC40,726$1,434 03/31/2020
     SPIB40,726$1,434 03/31/2020
US Bancorp DE38,939$1,325 03/31/2020
     SPIB38,939$1,325 03/31/2020
Winch Advisory Services LLC38,201$1,299 03/31/2020
     SPIB38,201$1,299 03/31/2020
Wealthstar Advisors LLC37,561$1,275 03/31/2020
     SPIB37,561$1,275 03/31/2020
Stifel Financial Corp37,758$1,274 03/31/2020
     SPIB37,758$1,274 03/31/2020
Great Point Wealth Advisors LLC37,463$1,274 03/31/2020
     SPIB37,463$1,274 03/31/2020
Patriot Financial Group Insurance Agency LLC36,663$1,247 03/31/2020
     SPIB36,663$1,247 03/31/2020
Pacific Financial Group Inc.35,822$1,218 03/31/2020
     SPIB35,822$1,218 03/31/2020
King Luther Capital Management Corp35,700$1,214 03/31/2020
     SPIB35,700$1,214 03/31/2020
Venture Visionary Partners LLC35,514$1,207 03/31/2020
     SPIB35,514$1,207 03/31/2020
JT Stratford LLC34,986$1,190 03/31/2020
     SPIB34,986$1,190 03/31/2020
Kovitz Investment Group Partners LLC34,885$1,186 03/31/2020
     SPIB34,885$1,186 03/31/2020
Wechter Feldman Wealth Management Inc.34,294$1,166 03/31/2020
     SPIB34,294$1,166 03/31/2020
Curbstone Financial Management Corp33,874$1,152 03/31/2020
     SPIB33,874$1,152 03/31/2020
Janney Montgomery Scott LLC31,254$1,063 03/31/2020
     SPIB31,254$1,063 03/31/2020
Strategy Asset Managers LLC30,438$1,035 03/31/2020
     SPIB30,438$1,035 03/31/2020
Ballast Inc.30,157$1,025 03/31/2020
     SPIB30,157$1,025 03/31/2020
Commonwealth Equity Services LLC30,067$1,022 03/31/2020
     SPIB30,067$1,022 03/31/2020
Fifth Third Securities Inc.28,968$985 03/31/2020
     SPIB28,968$985 03/31/2020
Arete Wealth Management LLC28,699$976 03/31/2020
     SPIB28,699$976 03/31/2020
Steward Partners Investment Advisory LLC28,462$968 03/31/2020
     SPIB28,462$968 03/31/2020
Texas Capital Bank Wealth Management Services Inc.27,805$946 03/31/2020
     SPIB27,805$946 03/31/2020
Ambassador Advisors LLC27,731$943 03/31/2020
     SPIB27,731$943 03/31/2020
Crestwood Advisors Group LLC26,935$916 03/31/2020
     SPIB26,935$916 03/31/2020
Destination Wealth Management26,043$886 03/31/2020
     SPIB26,043$886 03/31/2020
Hayden Royal LLC24,002$858 12/31/2019
     SPIB24,002$858 12/31/2019
PFG Advisors24,195$850 03/31/2020
     SPIB24,195$850 03/31/2020
Manning & Napier Group LLC23,957$814 03/31/2020
     SPIB23,957$814 03/31/2020
Proffitt & Goodson Inc.23,285$792 03/31/2020
     SPIB23,285$792 03/31/2020
Level Four Advisory Services LLC22,130$754 03/31/2020
     SPIB22,130$754 03/31/2020
Proequities Inc.22,083$751 03/31/2020
     SPIB22,083$751 03/31/2020
AdvicePeriod LLC21,963$747 03/31/2020
     SPIB21,963$747 03/31/2020
PNC Financial Services Group Inc.21,847$743 03/31/2020
     SPIB21,847$743 03/31/2020
Lincoln National Corp21,707$738 03/31/2020
     SPIB21,707$738 03/31/2020
First Allied Advisory Services Inc.21,456$730 03/31/2020
     SPIB21,456$730 03/31/2020
Mainstay Capital Management LLC ADV21,298$718 03/31/2020
     SPIB21,298$718 03/31/2020
MML Investors Services LLC21,065$716 03/31/2020
     SPIB21,065$716 03/31/2020
IndexIQ Advisors LLC21,030$715 03/31/2020
     SPIB21,030$715 03/31/2020
Hollencrest Capital Management20,745$706 03/31/2020
     SPIB20,745$706 03/31/2020
Global Retirement Partners LLC20,748$706 03/31/2020
     SPIB20,748$706 03/31/2020
HighTower Advisors LLC20,591$699 03/31/2020
     SPIB20,591$699 03/31/2020
Austin Private Wealth LLC20,126$684 03/31/2020
     SPIB20,126$684 03/31/2020
NBT Bank N A NY19,828$674 03/31/2020
     SPIB19,828$674 03/31/2020
IHT Wealth Management LLC18,987$646 03/31/2020
     SPIB18,987$646 03/31/2020
10 15 Associates Inc.18,940$644 03/31/2020
     SPIB18,940$644 03/31/2020
Mariner LLC17,786$605 03/31/2020
     SPIB17,786$605 03/31/2020
Phillips Financial Management LLC17,642$595 03/31/2020
     SPIB17,642$595 03/31/2020
Sowell Financial Services LLC17,507$595 03/31/2020
     SPIB17,507$595 03/31/2020
SlateStone Wealth LLC17,287$588 03/31/2020
     SPIB17,287$588 03/31/2020
Smith Capital Management Inc. AR ADV16,328$555 03/31/2020
     SPIB16,328$555 03/31/2020
Oppenheimer & Co. Inc.15,882$540 03/31/2020
     SPIB15,882$540 03/31/2020
Western Wealth Management LLC15,749$534 03/31/2020
     SPIB15,749$534 03/31/2020
Obermeyer Wood Investment Counsel Lllp14,960$509 03/31/2020
     SPIB14,960$509 03/31/2020
Acorn Financial Advisory Services Inc. ADV14,680$499 03/31/2020
     SPIB14,680$499 03/31/2020
Good Life Advisors LLC14,519$495 03/31/2020
     SPIB14,519$495 03/31/2020
Alaska Permanent Capital Management14,400$490 03/31/2020
     SPIB14,400$490 03/31/2020
WealthPLAN Partners LLC13,439$474 03/31/2020
     SPIB13,439$474 03/31/2020
United Capital Financial Advisers LLC13,805$470 03/31/2020
     SPIB13,805$470 03/31/2020
Belpointe Asset Management LLC13,309$470 12/31/2019
     SPIB13,309$470 12/31/2019
NewSquare Capital LLC13,800$469 03/31/2020
     SPIB13,800$469 03/31/2020
Sequoia Financial Advisors LLC13,651$464 03/31/2020
     SPIB13,651$464 03/31/2020
Capital Asset Advisory Services LLC13,129$463 03/31/2020
     SPIB13,129$463 03/31/2020
Financial Advocates Investment Management13,509$459 03/31/2020
     SPIB13,509$459 03/31/2020
Gilbert & Cook Inc.13,386$455 03/31/2020
     SPIB13,386$455 03/31/2020
Franklin Resources Inc.13,100$446 03/31/2020
     SPIB13,100$446 03/31/2020
Creative Planning12,772$434 03/31/2020
     SPIB12,772$434 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC12,728$433 03/31/2020
     SPIB12,728$433 03/31/2020
Reilly Financial Advisors LLC12,736$433 03/31/2020
     SPIB12,736$433 03/31/2020
Bell Rock Capital LLC12,214$415 03/31/2020
     SPIB12,214$415 03/31/2020
Baird Financial Group Inc.12,123$412 03/31/2020
     SPIB12,123$412 03/31/2020
Accurate Investment Solutions Inc.11,990$408 03/31/2020
     SPIB11,990$408 03/31/2020
Trustcore Financial Services LLC11,675$397 03/31/2020
     SPIB11,675$397 03/31/2020
Capital Investment Advisory Services LLC11,428$389 03/31/2020
     SPIB11,428$389 03/31/2020
MidWestOne Financial Group Inc.10,974$373 03/31/2020
     SPIB10,974$373 03/31/2020
PrairieView Partners LLC10,868$370 03/31/2020
     SPIB10,868$370 03/31/2020
Cpwm LLC10,816$368 03/31/2020
     SPIB10,816$368 03/31/2020
Harel Insurance Investments & Financial Services Ltd.10,741$365 03/31/2020
     SPIB10,741$365 03/31/2020
Harvest Investment Services LLC10,550$358 03/31/2020
     SPIB10,550$358 03/31/2020
Archford Capital Strategies LLC10,532$358 03/31/2020
     SPIB10,532$358 03/31/2020
BHK Investment Advisors LLC10,500$357 03/31/2020
     SPIB10,500$357 03/31/2020
Deutsche Bank AG10,362$352 03/31/2020
     SPIB10,362$352 03/31/2020
Outlook Wealth Advisors LLC10,291$350 03/31/2020
     SPIB10,291$350 03/31/2020
Blue Square Asset Management LLC9,796$333 03/31/2020
     SPIB9,796$333 03/31/2020
Millennium Management LLC9,745$331 03/31/2020
     SPIB9,745$331 03/31/2020
Concorde Asset Management LLC9,425$320 03/31/2020
     SPIB9,425$320 03/31/2020
Financial Engines Advisors L.L.C.9,312$317 03/31/2020
     SPIB9,312$317 03/31/2020
Raab & Moskowitz Asset Management LLC9,079$308 03/31/2020
     SPIB9,079$308 03/31/2020
Evensky & Katz LLC8,994$306 03/31/2020
     SPIB8,994$306 03/31/2020
IFP Advisors Inc9,009$305 03/31/2020
     SPIB9,009$305 03/31/2020
Cetera Advisor Networks LLC8,895$303 03/31/2020
     SPIB8,895$303 03/31/2020
Goldman Sachs Group Inc.8,733$297 03/31/2020
     SPIB8,733$297 03/31/2020
Dakota Wealth Management8,707$296 03/31/2020
     SPIB8,707$296 03/31/2020
BBVA USA Bancshares Inc.8,526$290 03/31/2020
     SPIB8,526$290 03/31/2020
Advisor Partners LLC8,503$289 03/31/2020
     SPIB8,503$289 03/31/2020
Enterprise Financial Services Corp8,469$288 03/31/2020
     SPIB8,469$288 03/31/2020
Dynamic Technology Lab Private Ltd8,354$284 03/31/2020
     SPIB8,354$284 03/31/2020
Strategic Wealth Management Group LLC8,044$274 03/31/2020
     SPIB8,044$274 03/31/2020
Voya Financial Advisors Inc.7,738$262 03/31/2020
     SPIB7,738$262 03/31/2020
Magnolia Capital Advisors LLC7,268$247 03/31/2020
     SPIB7,268$247 03/31/2020
Poehling Capital Management LLC7,100$241 03/31/2020
     SPIB7,100$241 03/31/2020
Cascadia Advisory Services LLC6,703$237 12/31/2019
     SPIB6,703$237 12/31/2019
Integrated Wealth Concepts LLC6,927$236 03/31/2020
     SPIB6,927$236 03/31/2020
Whittier Trust Co.6,823$232 03/31/2020
     SPIB6,823$232 03/31/2020
Linscomb & Williams Inc.6,624$225 03/31/2020
     SPIB6,624$225 03/31/2020
Investors Financial Group LLC6,599$224 03/31/2020
     SPIB6,599$224 03/31/2020
Stratos Wealth Partners LTD.6,565$223 03/31/2020
     SPIB6,565$223 03/31/2020
LexAurum Advisors LLC6,494$221 03/31/2020
     SPIB6,494$221 03/31/2020
FMR LLC6,376$217 03/31/2020
     SPIB6,376$217 03/31/2020
Scotia Capital Inc.6,383$217 03/31/2020
     SPIB6,383$217 03/31/2020
Csenge Advisory Group6,364$216 03/31/2020
     SPIB6,364$216 03/31/2020
Northern Oak Wealth Management Inc.6,288$214 03/31/2020
     SPIB6,288$214 03/31/2020
55I LLC6,023$213 03/31/2020
     SPIB6,023$213 03/31/2020
Chessman Wealth Strategies RIA5,974$211 12/31/2019
     SPIB5,974$211 12/31/2019
Koshinski Asset Management Inc.6,076$207 03/31/2020
     SPIB6,076$207 03/31/2020
Bar Harbor Trust Services6,027$205 03/31/2020
     SPIB6,027$205 03/31/2020
Hohimer Wealth Management LLC5,759$203 03/31/2020
     SPIB5,759$203 03/31/2020
Bank of Montreal Can5,563$188 03/31/2020
     SPIB5,563$188 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC4,522$153 03/31/2020
     SPIB4,522$153 03/31/2020
Ameritas Investment Company LLC4,120$139 03/31/2020
     SPIB4,120$139 03/31/2020
Blair William & Co. IL3,573$122 03/31/2020
     SPIB3,573$122 03/31/2020
Jacobi Capital Management LLC2,865$97 03/31/2020
     SPIB2,865$97 03/31/2020
Aptus Capital Advisors LLC2,830$96 03/31/2020
     SPIB2,830$96 03/31/2020
Citigroup Inc.2,440$83 03/31/2020
     SPIB2,440$83 03/31/2020
Howe & Rusling Inc.2,247$76 03/31/2020
     SPIB2,247$76 03/31/2020
Emerald Investment Partners LLC2,226$76 03/31/2020
     SPIB2,226$76 03/31/2020
Golden State Wealth Management LLC2,221$76 03/31/2020
     SPIB2,221$76 03/31/2020
Tsfg LLC2,167$74 03/31/2020
     SPIB2,167$74 03/31/2020
Allred Capital Management LLC2,157$73 03/31/2020
     SPIB2,157$73 03/31/2020
Verus Capital Partners LLC1,965$67 03/31/2020
     SPIB1,965$67 03/31/2020
Rockefeller Capital Management L.P.1,930$66 03/31/2020
     SPIB1,930$66 03/31/2020
Sonora Investment Management LLC1,757$60 03/31/2020
     SPIB1,757$60 03/31/2020
G&S Capital LLC1,734$58 03/31/2020
     SPIB1,734$58 03/31/2020
Fifth Third Bancorp1,682$57 03/31/2020
     SPIB1,682$57 03/31/2020
MBE Wealth Management LLC1,500$51 03/31/2020
     SPIB1,500$51 03/31/2020
Bartlett & Co. LLC1,374$47 03/31/2020
     SPIB1,374$47 03/31/2020
Marquette Asset Management LLC1,316$45 03/31/2020
     SPIB1,316$45 03/31/2020
Lehman & Derafelo Financial Resources LLC1,322$45 03/31/2020
     SPIB1,322$45 03/31/2020
Jackson Hole Capital Partners LLC1,286$44 03/31/2020
     SPIB1,286$44 03/31/2020
Massmutual Trust Co. FSB ADV1,200$41 03/31/2020
     SPIB1,200$41 03/31/2020
Princeton Global Asset Management LLC1,200$41 03/31/2020
     SPIB1,200$41 03/31/2020
CWM LLC1,106$38 03/31/2020
     SPIB1,106$38 03/31/2020
JPMorgan Chase & Co.1,095$37 03/31/2020
     SPIB1,095$37 03/31/2020
Parallel Advisors LLC1,071$36 03/31/2020
     SPIB1,071$36 03/31/2020
Rosenberg Matthew Hamilton1,038$36 03/31/2020
     SPIB1,038$36 03/31/2020
NEXT Financial Group Inc956$33 03/31/2020
     SPIB956$33 03/31/2020
Global Wealth Management Investment Advisory Inc.784$27 03/31/2020
     SPIB784$27 03/31/2020
Procyon Private Wealth Partners LLC737$25 03/31/2020
     SPIB737$25 03/31/2020
Synovus Financial Corp728$24 03/31/2020
     SPIB728$24 03/31/2020
Community Bank N.A.650$22 03/31/2020
     SPIB650$22 03/31/2020
Wealthcare Advisory Partners LLC625$21 03/31/2020
     SPIB625$21 03/31/2020
Salem Investment Counselors Inc.500$17 03/31/2020
     SPIB500$17 03/31/2020
Carmichael Hill & Associates Inc.424$14 03/31/2020
     SPIB424$14 03/31/2020
BlackRock Inc.356$12 03/31/2020
     SPIB356$12 03/31/2020
SRS Capital Advisors Inc.359$12 03/31/2020
     SPIB359$12 03/31/2020
Savior LLC367$12 03/31/2020
     SPIB367$12 03/31/2020
Pacifica Partners Inc.339$12 03/31/2020
     SPIB339$12 03/31/2020
Tompkins Financial Corp323$11 03/31/2020
     SPIB323$11 03/31/2020
Ameritas Investment Partners Inc.316$10 03/31/2020
     SPIB316$10 03/31/2020
Benjamin F. Edwards & Company Inc.250$9 03/31/2020
     SPIB250$9 03/31/2020
Salomon & Ludwin LLC276$9 03/31/2020
     SPIB276$9 03/31/2020
Center for Financial Planning Inc.259$9 03/31/2020
     SPIB259$9 03/31/2020
LifePlan Financial Group Inc232$8 03/31/2020
     SPIB232$8 03/31/2020
EPG Wealth Management LLC230$8 03/31/2020
     SPIB230$8 03/31/2020
CXI Advisors210$7 12/31/2019
     SPIB210$7 12/31/2019
Meeder Asset Management Inc.184$6 03/31/2020
     SPIB184$6 03/31/2020
Assetmark Inc.144$5 03/31/2020
     SPIB144$5 03/31/2020
Tradewinds Capital Management LLC146$5 03/31/2020
     SPIB146$5 03/31/2020
Efficient Wealth Management LLC137$5 03/31/2020
     SPIB137$5 03/31/2020
Stonebridge Financial Planning Group LLC150$5 03/31/2020
     SPIB150$5 03/31/2020
Kistler Tiffany Companies LLC126$4 03/31/2020
     SPIB126$4 03/31/2020
Front Row Advisors LLC101$4 03/31/2020
     SPIB101$4 03/31/2020
Lake Point Wealth Management118$4 03/31/2020
     SPIB118$4 03/31/2020
Creative Financial Designs Inc. ADV75$3 03/31/2020
     SPIB75$3 03/31/2020
Parkside Financial Bank & Trust90$3 03/31/2020
     SPIB90$3 03/31/2020
Capital Advisory Group Advisory Services LLC48$2 03/31/2020
     SPIB48$2 03/31/2020
Shine Investment Advisory Services Inc.31$1 03/31/2020
     SPIB31$1 03/31/2020
Whittier Trust Co. of Nevada Inc.30$1 03/31/2020
     SPIB30$1 03/31/2020
Harbor Investment Advisory LLC28$1 03/31/2020
     SPIB28$1 03/31/2020
Transamerica Financial Advisors Inc.8$1 03/31/2020
     SPIB8$1 03/31/2020
Ellevest Inc.15$1 03/31/2020
     SPIB15$1 03/31/2020
Sofos Investments Inc.26,089$1 03/31/2020
     SPIB26,089$1 03/31/2020
Filbrandt Wealth Management LLC43$1 03/31/2020
     SPIB43$1 03/31/2020
Carroll Financial Associates Inc.23$0 03/31/2020
     SPIB23$0 03/31/2020
Financial Management Professionals Inc.7$0 03/31/2020
     SPIB7$0 03/31/2020
Lenox Wealth Advisors LLC2$0 03/31/2020
     SPIB2$0 03/31/2020
Moisand Fitzgerald Tamayo LLC0$0 03/31/2020
     SPIB0$0 03/31/2020

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

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