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

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$8.84M +$3.76M +112,428 +65%
WP
27
WealthPLAN Partners
Nebraska
$8.75M +$140K +4,201 +2%
RJA
28
Raymond James & Associates
Florida
$8.58M +$9.27M +277,516 New
Ameriprise
29
Ameriprise
Minnesota
$8.26M +$659K +19,736 +8%
Jane Street
30
Jane Street
New York
$8.1M +$4.94M +147,863 +130%
Morgan Stanley
31
Morgan Stanley
New York
$8.05M +$3.1M +92,925 +56%
WAS
32
Winch Advisory Services
Wisconsin
$7.58M -$71.1K -2,130 -0.9%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$6.69M +$5.04M +150,884 +230%
PWA
34
Peterson Wealth Advisors
Utah
$5.36M +$445K +13,311 +8%
Wells Fargo
35
Wells Fargo
California
$5.01M +$1.64M +48,979 +43%
LFG
36
Larson Financial Group
Missouri
$4.93M +$651K +19,493 +14%
JWM
37
Jackson Wealth Management
Florida
$4.92M -$7.25M -217,082 -57%
SW
38
SlateStone Wealth
Florida
$4.78M +$5.16M +154,626 New
FWM
39
Focused Wealth Management
New York
$4.55M +$4.9M +146,735 +24,016%
HB
40
Homrich & Berg
Georgia
$4.45M +$2.79M +83,450 +138%
WAM
41
Watermark Asset Management
California
$4.31M +$72.1K +2,158 +2%
5L
42
55I LLC
Massachusetts
$4.02M +$4.35M +130,094 New
RA
43
RFG Advisory
Alabama
$3.97M -$441K -13,218 -9%
SFG
44
StrategIQ Financial Group
Indiana
$3.69M +$107K +3,195 +3%
PWAG
45
Polaris Wealth Advisory Group
California
$3.38M +$1.07M +31,927 +41%
EK
46
Evensky & Katz
Florida
$3.35M +$1.45M +43,505 +67%
RCG
47
Ruggie Capital Group
Florida
$3.28M +$1.84M +54,985 +108%
Principal Financial Group
48
Principal Financial Group
Iowa
$3.26M +$3.53M +105,554 New
MA
49
Mutual Advisors
Nebraska
$3.22M +$2.29M +68,651 +193%
QA
50
Quantitative Advantage
Minnesota
$3.11M +$154K +4,601 +5%