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

Name Holding Trade Value Shares
Change
Change in
Stake
LFGH
26
Lee Financial Group Hawaii
Hawaii
$11.7M +$10.8M +300,855 +1,537%
NAS
27
Nicolet Advisory Services
Wisconsin
$10.5M +$1.74M +48,625 +20%
IF
28
IRON Financial
Illinois
$10.5M -$9.72M -271,184 -48%
UBS Group
29
UBS Group
Switzerland
$10.2M -$1.12M -31,166 -10%
PA
30
Parallel Advisors
California
$10.1M +$1.87M +52,049 +23%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$9.72M +$6.34M +176,902 +214%
Morgan Stanley
32
Morgan Stanley
New York
$9.59M +$70.6K +1,969 +0.8%
WP
33
WealthPLAN Partners
Nebraska
$9.54M +$108K +3,012 +1%
UCFA
34
United Capital Financial Advisors
Texas
$8.81M +$4.16M +115,972 +92%
MA
35
Mutual Advisors
Nebraska
$7.7M +$2.6M +72,567 +52%
SW
36
SlateStone Wealth
Florida
$7.19M +$1.54M +42,852 +28%
HB
37
Homrich & Berg
Georgia
$7.17M +$1.13M +31,672 +19%
PWA
38
Peterson Wealth Advisors
Utah
$6.73M +$414K +11,565 +7%
LFG
39
Larson Financial Group
Missouri
$6.56M +$357K +9,975 +6%
EK
40
Evensky & Katz
Florida
$6.51M +$1.66M +46,395 +35%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$6.16M +$2.14M +59,769 +55%
RA
42
RFG Advisory
Alabama
$5.88M +$104K +2,898 +2%
BTS
43
BB&T Securities
Virginia
$5.7M -$6.48M -180,854 -54%
AWA
44
Arete Wealth Advisors
Illinois
$5.69M -$130K -3,640 -2%
JWM
45
Jackson Wealth Management
Florida
$5.68M +$21.5K +599 +0.4%
SB
46
Strategic Blueprint
Georgia
$5.65M +$690K +19,264 +14%
5L
47
55I LLC
Massachusetts
$5.57M -$1.37M -38,158 -20%
CFS
48
Cannon Financial Strategists
Georgia
$5.48M +$6.7K +187 +0.1%
TAM
49
Tradition Asset Management
Virginia
$5.06M +$4.97M +138,709 New
APA
50
American Portfolios Advisors
New York
$4.66M +$4.53M +126,335 +7,986%