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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
$18M -$2.64M -65,216 -13%
BL
27
Balentine LLC
Georgia
$18M -$99.6K -2,460 -0.6%
PFA
28
Pure Financial Advisors
California
$17.7M -$1.02M -25,067 -5%
BIP
29
Blueprint Investment Partners
North Carolina
$17.5M -$23.4M -577,966 -60%
BPB
30
Badgley, Phelps & Bell
Washington
$16.5M +$9.02M +222,644 +123%
MHR
31
Matthew Hamilton Rosenberg
$15.3M +$266K +6,556 +2%
GLA
32
Great Lakes Advisors
Illinois
$14.8M -$161K -3,972 -1%
UBS Group
33
UBS Group
Switzerland
$14.7M -$7.22M -178,306 -33%
SCA
34
Snowden Capital Advisors
New York
$14.5M +$13.3M +329,270 +1,242%
Bank of America
35
Bank of America
North Carolina
$13.4M -$444K -10,960 -3%
RA
36
RFG Advisory
Alabama
$13.1M +$986K +24,340 +8%
K
37
Kemper
Illinois
$13M -$4.31M -106,375 -25%
LFPWM
38
Leicht Financial Planning & Wealth Management
New Jersey
$12.9M -$1.72M -42,414 -12%
IWP
39
IAG Wealth Partners
Wisconsin
$12.7M -$3.24M -80,077 -21%
SA
40
Stewardship Advisors
Pennsylvania
$12.4M -$5.98M -147,636 -34%
Ameriprise
41
Ameriprise
Minnesota
$12.4M -$1.85M -45,596 -13%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$12.3M -$755K -18,637 -6%
ST
43
Sentinel Trust
Texas
$12.2M
PWA
44
Peterson Wealth Advisors
Utah
$11.1M +$689K +17,005 +7%
LFGH
45
Lee Financial Group Hawaii
Hawaii
$10.8M -$3.22M -79,398 -23%
EK
46
Evensky & Katz
Florida
$10.8M -$447K -11,029 -4%
WAG
47
Winthrop Advisory Group
Massachusetts
$10.7M -$398K -9,830 -4%
TWA
48
Tillar-Wenstrup Advisors
Ohio
$8.96M +$332K +8,207 +4%
PA
49
Parallel Advisors
California
$8.85M -$160K -3,952 -2%
IF
50
IRON Financial
Illinois
$8.84M -$322K -7,947 -4%