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

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$28.9M +$715K +16,415 +3%
SWM
27
SigFig Wealth Management
California
$25.3M +$760K +17,448 +3%
MCC
28
Money Concepts Capital
Florida
$24.7M +$23.4M +536,505 New
RW
29
RVW Wealth
California
$24M +$964K +22,125 +4%
UCFA
30
United Capital Financial Advisors
Texas
$20.2M -$2.56M -58,726 -12%
WAS
31
Winch Advisory Services
Wisconsin
$19.8M -$422K -9,685 -2%
AWM
32
AE Wealth Management
Kansas
$19.6M +$17.3M +397,096 +1,421%
SS
33
Simplicity Solutions
Minnesota
$18.8M +$17.1M +392,970 +2,507%
BL
34
Balentine LLC
Georgia
$18.3M -$1.85M -42,491 -10%
PFA
35
Pure Financial Advisors
California
$17.9M -$1.91M -43,894 -10%
SCA
36
Snowden Capital Advisors
New York
$17.8M +$1.33M +30,566 +9%
MHR
37
Matthew Hamilton Rosenberg
$17.2M -$13K -299 -0.1%
GLA
38
Great Lakes Advisors
Illinois
$17.2M +$496K +11,385 +3%
ST
39
Sentinel Trust
Texas
$15.8M +$1.93M +44,350 +15%
RA
40
RFG Advisory
Alabama
$15.6M +$412K +9,460 +3%
Bank of America
41
Bank of America
North Carolina
$15.3M +$226K +5,189 +2%
LFPWM
42
Leicht Financial Planning & Wealth Management
New Jersey
$15.1M +$499K +11,441 +4%
UBS Group
43
UBS Group
Switzerland
$15M -$1.43M -32,908 -9%
K
44
Kemper
Illinois
$14.7M
Ameriprise
45
Ameriprise
Minnesota
$14.3M +$355K +8,144 +3%
IWP
46
IAG Wealth Partners
Wisconsin
$12.4M -$1.76M -40,321 -13%
PA
47
Parallel Advisors
California
$12M +$1.87M +42,963 +20%
WAG
48
Winthrop Advisory Group
Massachusetts
$11.8M -$117K -2,679 -1%
EK
49
Evensky & Katz
Florida
$11.7M -$407K -9,327 -4%
LFAS
50
Level Four Advisory Services
Texas
$11.7M +$4.15M +95,148 +60%