We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$34.1M +$3.48M +63,892 +11%
Bank of America
27
Bank of America
North Carolina
$32.8M +$7.19M +132,216 +27%
PAS
28
Park Avenue Securities
New York
$29.8M +$2M +36,769 +7%
AWM
29
AE Wealth Management
Kansas
$27.7M +$709K +13,027 +3%
Morgan Stanley
30
Morgan Stanley
New York
$25.6M -$71.8K -1,320 -0.3%
GLA
31
Great Lakes Advisors
Illinois
$23.1M +$6.59M +121,199 +38%
LFPWM
32
Leicht Financial Planning & Wealth Management
New Jersey
$22.5M -$324K -5,964 -1%
BIP
33
Blueprint Investment Partners
North Carolina
$21.6M +$2.23M +41,076 +11%
SCA
34
Snowden Capital Advisors
New York
$21.4M +$1.45M +26,636 +7%
WAS
35
Winch Advisory Services
Wisconsin
$20.9M +$876K +16,096 +4%
BL
36
Balentine LLC
Georgia
$20.8M -$87.8K -1,613 -0.4%
UCFA
37
United Capital Financial Advisors
Texas
$19.1M +$123K +2,261 +0.6%
MHR
38
Matthew Hamilton Rosenberg
$18.7M -$1.43M -26,242 -7%
CAN
39
Cetera Advisor Networks
California
$18.1M +$737K +13,542 +4%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$17.6M -$887K -16,304 -5%
PFA
41
Pure Financial Advisors
California
$16.8M -$580K -10,664 -3%
Truist Financial
42
Truist Financial
North Carolina
$15.9M +$9.93M +182,466 +156%
AWA
43
Arete Wealth Advisors
Illinois
$15.3M +$1.38M +25,371 +10%
K
44
Kemper
Illinois
$14.4M
JCM
45
Jacobi Capital Management
Pennsylvania
$14.1M +$3.62M +66,535 +33%
ST
46
Sentinel Trust
Texas
$13.9M
AF
47
Advisornet Financial
Minnesota
$13.6M -$2.18M -40,098 -13%
WFS
48
Weitzel Financial Services
Iowa
$13.4M -$710M -13,048,263 -97%
WAG
49
Winthrop Advisory Group
Massachusetts
$13.1M -$69.5K -1,278 -0.5%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$12.6M +$296K +5,439 +2%