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

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$39.8M +$11.2M +197,426 +41%
SWM
27
SigFig Wealth Management
California
$39.5M -$302K -5,343 -0.7%
AWM
28
AE Wealth Management
Kansas
$36.1M +$5.39M +95,269 +18%
Bank of America
29
Bank of America
North Carolina
$36.1M -$48.5K -857 -0.1%
BCM
30
Brookstone Capital Management
Illinois
$35.4M -$8.6M -151,977 -20%
PAS
31
Park Avenue Securities
New York
$35.3M +$2.34M +41,283 +7%
BIP
32
Blueprint Investment Partners
North Carolina
$30.2M +$6.18M +109,227 +27%
GLA
33
Great Lakes Advisors
Illinois
$27.2M +$1.69M +29,792 +7%
AWA
34
Aquire Wealth Advisors
Utah
$25M +$24.2M +427,523 New
SCA
35
Snowden Capital Advisors
New York
$24M +$416K +7,354 +2%
MCC
36
Money Concepts Capital
Florida
$23.2M +$22.5M +397,254 New
WAS
37
Winch Advisory Services
Wisconsin
$23M -$125K -2,215 -0.6%
BL
38
Balentine LLC
Georgia
$22.9M -$48.6K -859 -0.2%
AMR
39
Asset Management Resources
Massachusetts
$22M +$21.3M +376,207 New
CAN
40
Cetera Advisor Networks
California
$20.9M +$871K +15,389 +5%
LFPWM
41
Leicht Financial Planning & Wealth Management
New Jersey
$20.8M -$3.43M -60,608 -15%
UCFA
42
United Capital Financial Advisors
Texas
$20.5M -$572K -10,115 -3%
MHR
43
Matthew Hamilton Rosenberg
$20.3M -$318K -5,620 -2%
ARC
44
Advisor Resource Council
Texas
$19.9M +$19M +335,291 +5,633%
BSWM
45
Boston Standard Wealth Management
Massachusetts
$19.8M +$417K +7,373 +2%
TCFP
46
Treasure Coast Financial Planning
Florida
$19.8M +$19.1M +338,014 New
RI
47
Rinkey Investments
California
$19.5M +$19M +335,956 New
Ameriprise
48
Ameriprise
Minnesota
$19.2M +$10.4M +184,271 +127%
SFG
49
StrategIQ Financial Group
Indiana
$18.5M +$10.3M +181,490 +135%
EH
50
Equitable Holdings
New York
$18.4M +$4.91M +86,768 +38%