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

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
26
Winch Advisory Services
Wisconsin
$19.1M +$171K +4,781 +1%
RW
27
RVW Wealth
California
$19M +$18M +503,808 New
PFA
28
Pure Financial Advisors
California
$17.3M -$1.7M -47,559 -9%
BL
29
Balentine LLC
Georgia
$16.7M -$886K -24,768 -5%
SA
30
Stewardship Advisors
Pennsylvania
$16.6M +$497K +13,905 +3%
K
31
Kemper
Illinois
$16.1M
IWP
32
IAG Wealth Partners
Wisconsin
$14.7M +$5.78M +161,633 +71%
MHR
33
Matthew Hamilton Rosenberg
$13.9M -$1.84M -51,521 -12%
GLA
34
Great Lakes Advisors
Illinois
$13.8M +$3.58M +100,069 +38%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$13.6M +$12.8M +359,125 New
Ameriprise
36
Ameriprise
Minnesota
$13.1M +$2.21M +61,854 +22%
LFGH
37
Lee Financial Group Hawaii
Hawaii
$13M -$837K -23,406 -6%
Bank of America
38
Bank of America
North Carolina
$12.8M -$32.2K -899 -0.3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$12.1M +$237K +6,626 +2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$12M +$5.9M +164,831 +109%
ST
41
Sentinel Trust
Texas
$11.3M -$3.86M -108,000 -27%
RA
42
RFG Advisory
Alabama
$11.2M +$1.1M +30,883 +12%
SWP
43
Stratos Wealth Partners
Ohio
$11M +$10.4M +290,784 New
EK
44
Evensky & Katz
Florida
$10.4M -$165K -4,606 -2%
WAG
45
Winthrop Advisory Group
Massachusetts
$10.2M +$12.5K +350 +0.1%
PWA
46
Peterson Wealth Advisors
Utah
$9.6M +$248K +6,934 +3%
WP
47
WealthPLAN Partners
Nebraska
$8.84M +$341K +9,546 +5%
AWA
48
Arete Wealth Advisors
Illinois
$8.48M +$2.98M +83,337 +59%
IF
49
IRON Financial
Illinois
$8.47M +$325K +9,073 +4%
PA
50
Parallel Advisors
California
$8.33M +$4.88M +136,505 +163%