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

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$29.9M +$6.82M +143,574 +29%
Bank of America
27
Bank of America
North Carolina
$28.8M +$1.79M +37,639 +7%
GAG
28
GM Advisory Group
New York
$28.6M +$28.7M +604,031 New
PS
29
Portfolio Strategies
New York
$26.5M +$26.6M +560,765 New
SFG
30
StrategIQ Financial Group
Indiana
$25.6M +$3.97M +83,637 +18%
VAG
31
VisionPoint Advisory Group
Texas
$24.4M -$15.1M -317,369 -40%
RI
32
Rinkey Investments
California
$23.4M +$841K +17,694 +4%
BCM
33
Brookstone Capital Management
Illinois
$23.2M -$1.19M -25,136 -5%
W
34
Wealthquest
Ohio
$23.1M +$10.4M +218,366 +81%
MHR
35
Matthew Hamilton Rosenberg
$22.8M +$2.18M +45,814 +10%
WAS
36
Winch Advisory Services
Wisconsin
$22.3M +$497K +10,454 +2%
WAG
37
Winthrop Advisory Group
Massachusetts
$21.4M +$1.48M +31,116 +7%
PSCM
38
Per Stirling Capital Management
Texas
$20.7M +$20.8M +438,088 New
RW
39
RVW Wealth
California
$20M -$12.5M -262,285 -38%
BL
40
Balentine LLC
Georgia
$20M -$3.31M -69,636 -14%
PA
41
Parallel Advisors
California
$19.8M -$1.75M -36,762 -8%
AMR
42
Asset Management Resources
Massachusetts
$19.7M +$264K +5,563 +1%
CC
43
Callan Capital
California
$18.7M +$8.07M +169,781 +75%
TCFP
44
Treasure Coast Financial Planning
Florida
$18.5M -$1.23M -25,886 -6%
AWA
45
Aquire Wealth Advisors
Utah
$18.4M -$8.07M -169,819 -30%
AAS
46
Annex Advisory Services
Wisconsin
$17.8M -$61.7M -1,298,744 -78%
NEWAS
47
N.E.W. Advisory Services
Wisconsin
$17.8M +$4.34M +91,258 +32%
CFGSD
48
Compass Financial Group (South Dakota)
South Dakota
$17.4M +$17.5M +367,832 New
WMS
49
Wealth Management Solutions
Pennsylvania
$16.8M -$209K -4,403 -1%
AWS
50
AJ Wealth Strategies
New York
$16.6M +$16.7M +351,608 New