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

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Pure Financial Advisors
California
$7.13M +$7M +196,817 New
AG
27
Advisor Group
Arizona
$6.28M +$1.9M +53,344 +44%
GRP
28
Global Retirement Partners
California
$6.28M +$2.19M +61,418 +55%
Morgan Stanley
29
Morgan Stanley
New York
$6.06M +$224K +6,287 +4%
Bank of America
30
Bank of America
North Carolina
$5.96M +$2.19M +61,665 +60%
PWA
31
Peterson Wealth Advisors
Utah
$5.8M +$578K +16,242 +11%
RA
32
RFG Advisory
Alabama
$5.13M -$1.72M -48,224 -25%
LFG
33
Larson Financial Group
Missouri
$5.06M -$195K -5,487 -4%
WAM
34
Watermark Asset Management
California
$4.97M +$56.3K +1,583 +1%
SFG
35
StrategIQ Financial Group
Indiana
$4.2M -$331K -9,289 -7%
AW
36
ACG Wealth
Georgia
$4.18M +$4.11M +115,615 New
Jane Street
37
Jane Street
New York
$4.13M +$1.14M +32,168 +39%
Wells Fargo
38
Wells Fargo
California
$4.1M +$690K +19,396 +21%
AF
39
Advisornet Financial
Minnesota
$3.97M +$97.4K +2,738 +3%
JIC
40
JRM Investment Counsel
Nebraska
$3.85M +$248K +6,971 +7%
SCA
41
Snowden Capital Advisors
New York
$3.85M +$1.92M +53,987 +103%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$3.5M +$2.18M +61,208 +172%
LFG
43
LifePlan Financial Group
Ohio
$3.48M +$448K +12,585 +15%
QA
44
Quantitative Advantage
Minnesota
$3.48M +$33.6K +943 +1%
IP
45
Isthmus Partners
Wisconsin
$3.14M -$61.8K -1,737 -2%
CI
46
CX Institutional
Indiana
$3.12M +$1.14M +31,902 +59%
GSC
47
G&S Capital
Colorado
$2.93M +$415K +11,670 +17%
PWAG
48
Polaris Wealth Advisory Group
California
$2.81M -$35.1K -987 -1%
SHIM
49
Stone House Investment Management
Pennsylvania
$2.65M +$2.6M +73,147 New
SCM
50
Sterneck Capital Management
Missouri
$2.38M -$257K -7,222 -10%