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

Name Holding Trade Value Shares
Change
Change in
Stake
RI
26
Rinkey Investments
California
$32.2M +$3.12M +60,478 +11%
Bank of America
27
Bank of America
North Carolina
$31.1M +$2.27M +44,043 +8%
SWP
28
Stratos Wealth Partners
Ohio
$30.7M +$5.77M +111,849 +25%
SWM
29
SigFig Wealth Management
California
$30.2M +$28.3M +549,427 New
PS
30
Portfolio Strategies
New York
$29.9M -$131K -2,543 -0.5%
MHR
31
Matthew Hamilton Rosenberg
$29.6M +$1.33M +25,812 +5%
SFG
32
StrategIQ Financial Group
Indiana
$29.2M -$205K -3,964 -0.7%
BIP
33
Blueprint Investment Partners
North Carolina
$28.4M +$8.65M +167,667 +47%
WAS
34
Winch Advisory Services
Wisconsin
$26.7M +$302K +5,846 +1%
VAG
35
VisionPoint Advisory Group
Texas
$26.3M +$81.8K +1,585 +0.3%
WAG
36
Winthrop Advisory Group
Massachusetts
$25.5M +$205K +3,971 +0.9%
AWM
37
AE Wealth Management
Kansas
$25.5M +$3.28M +63,648 +16%
GAG
38
GM Advisory Group
New York
$25M
AIM
39
Astor Investment Management
Illinois
$24.7M -$2.36M -45,736 -9%
BCM
40
Brookstone Capital Management
Illinois
$24M -$2.01M -38,913 -8%
HWM
41
Horizon Wealth Management
Illinois
$23.2M +$22M +425,903 New
AWS
42
AJ Wealth Strategies
New York
$22.3M +$2.92M +56,631 +16%
TCFP
43
Treasure Coast Financial Planning
Florida
$21.5M -$734K -14,225 -3%
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$21.4M +$344K +6,674 +2%
AWA
45
Aquire Wealth Advisors
Utah
$20.8M -$478K -9,260 -2%
BL
46
Balentine LLC
Georgia
$20.8M -$50.5K -979 -0.3%
CC
47
Callan Capital
California
$20.6M -$395K -7,657 -2%
SF
48
Symphony Financial
Texas
$19.9M +$100K +1,946 +0.5%
PA
49
Parallel Advisors
California
$19.5M -$1.21M -23,379 -6%
RW
50
RVW Wealth
California
$19.4M -$1.15M -22,349 -6%