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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
26
Matthew Hamilton Rosenberg
$78M +$2.91M +33,072 +4%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$72.3M +$7.81M +88,787 +13%
FSG
28
Financial Strategies Group
Michigan
$70.9M +$281K +3,192 +0.4%
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$69.6M +$1.35M +15,372 +2%
SFP
30
Shepherd Financial Partners
Massachusetts
$69.5M +$1.65M +18,736 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$68.4M +$265K +3,008 +0.4%
Cerity Partners
32
Cerity Partners
New York
$66.6M -$812K -9,225 -1%
AQR Capital Management
33
AQR Capital Management
Connecticut
$62.6M +$4.45M +50,559 +8%
WFS
34
Weitzel Financial Services
Iowa
$61.8M +$461K +5,242 +0.8%
ACM
35
Advisors Capital Management
New Jersey
$61.7M +$2.7M +30,684 +5%
HNB
36
Huntington National Bank
Ohio
$59.7M
Raymond James Financial
37
Raymond James Financial
Florida
$57.4M -$10.5M -119,395 -16%
LPT
38
Legacy Private Trust
Wisconsin
$56.9M -$22.8M -259,295 -29%
CL
39
CVFG LLC
Indiana
$55.9M +$2.82M +32,011 +5%
WAS
40
Winch Advisory Services
Wisconsin
$54.2M +$118K +1,342 +0.2%
SWP
41
Stratos Wealth Partners
Ohio
$53.2M +$2.08M +23,590 +4%
SOMRS
42
State of Michigan Retirement System
Michigan
$51.3M +$49.8M +565,479 New
SF
43
Symphony Financial
Texas
$44.6M +$1.23M +13,947 +3%
KWM
44
Kingsview Wealth Management
Oregon
$44.6M +$2.53M +28,768 +6%
WANY
45
Wealthspire Advisors (New York)
New York
$43.9M +$42.6M +483,994 New
GWM
46
Geneos Wealth Management
Colorado
$43.2M +$926K +10,519 +2%
BFA
47
Blueprint Financial Advisors
North Carolina
$43M +$5.18M +58,892 +14%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$42.9M +$1.45M +16,485 +4%
AWA
49
Aquire Wealth Advisors
Utah
$42.4M -$1.68M -19,078 -4%
WAG
50
Winthrop Advisory Group
Massachusetts
$42M -$183K -2,080 -0.4%