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

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Savant Capital
Illinois
$11.6M +$421K +12,436 +4%
UBS Group
27
UBS Group
Switzerland
$11M -$22.9M -675,318 -68%
Ameriprise
28
Ameriprise
Minnesota
$10.6M +$1.11M +32,816 +12%
Bank of America
29
Bank of America
North Carolina
$9.75M -$22.5M -663,418 -71%
WP
30
WealthPLAN Partners
Nebraska
$9.22M +$253K +7,468 +3%
Morgan Stanley
31
Morgan Stanley
New York
$9.18M +$25.6K +757 +0.3%
NAS
32
Nicolet Advisory Services
Wisconsin
$8.43M +$8.11M +239,598 New
PA
33
Parallel Advisors
California
$7.87M +$7.57M +223,716 New
5L
34
55I LLC
Massachusetts
$6.72M +$2.06M +60,907 +47%
PWA
35
Peterson Wealth Advisors
Utah
$6.25M -$18.3K -541 -0.3%
LFG
36
Larson Financial Group
Missouri
$5.98M +$354K +10,472 +7%
HB
37
Homrich & Berg
Georgia
$5.8M +$706K +20,856 +14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.68M +$4.37M +129,004 +397%
AWA
39
Arete Wealth Advisors
Illinois
$5.62M -$11.1M -328,376 -67%
RA
40
RFG Advisory
Alabama
$5.59M +$1.03M +30,291 +24%
SW
41
SlateStone Wealth
Florida
$5.43M -$5.68K -168 -0.1%
JWM
42
Jackson Wealth Management
Florida
$5.36M -$358K -10,584 -6%
CFS
43
Cannon Financial Strategists
Georgia
$5.28M +$5.08M +150,138 New
MA
44
Mutual Advisors
Nebraska
$4.88M +$1.17M +34,433 +33%
SB
45
Strategic Blueprint
Georgia
$4.78M +$2.9M +85,828 +172%
EK
46
Evensky & Katz
Florida
$4.65M +$808K +23,865 +22%
UCFA
47
United Capital Financial Advisors
Texas
$4.43M +$1.18M +34,800 +38%
SFG
48
StrategIQ Financial Group
Indiana
$4.28M +$76.9K +2,272 +2%
SHIM
49
Stone House Investment Management
Pennsylvania
$4.18M +$1.44M +42,543 +56%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$4.04M +$3.89M +114,856 New