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

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
26
Weitzel Financial Services
Iowa
$39.8M -$895K -16,383 -2%
Ameriprise
27
Ameriprise
Minnesota
$39M -$13.3M -243,645 -27%
Bank of America
28
Bank of America
North Carolina
$37.2M +$204K +3,736 +0.6%
RI
29
Rinkey Investments
California
$37M -$109K -2,003 -0.3%
SFI
30
SPC Financial Inc
Maryland
$36.6M +$34.2M +626,170 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$36.4M +$29.7M +543,999 +693%
Cerity Partners
32
Cerity Partners
New York
$35.1M +$708K +12,975 +2%
Goldman Sachs
33
Goldman Sachs
New York
$34.6M +$31.6M +578,345 +4,461%
Charles Schwab
34
Charles Schwab
California
$34.4M -$5.67M -103,806 -15%
MHR
35
Matthew Hamilton Rosenberg
$33.2M +$793K +14,527 +3%
PAS
36
Park Avenue Securities
New York
$32.6M -$1.1M -20,119 -3%
PS
37
Portfolio Strategies
New York
$32.2M -$54.4K -997 -0.2%
AMR
38
Asset Management Resources
Massachusetts
$31.9M +$97K +1,777 +0.3%
TCFP
39
Treasure Coast Financial Planning
Florida
$30.9M +$7.12M +130,349 +33%
MWM
40
Modern Wealth Management
Kansas
$30.9M +$28.8M +528,102 New
WAS
41
Winch Advisory Services
Wisconsin
$30.8M +$1.2M +21,915 +4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$30.3M -$6.14M -112,515 -18%
VAG
43
VisionPoint Advisory Group
Texas
$29M +$27.1M +495,611 New
WAG
44
Winthrop Advisory Group
Massachusetts
$27.1M -$216K -3,965 -0.8%
SWM
45
SigFig Wealth Management
California
$26.9M -$2.04M -37,355 -7%
GAG
46
GM Advisory Group
New York
$26.6M -$60.1K -1,100 -0.2%
SF
47
Symphony Financial
Texas
$26.5M +$3.5M +64,111 +16%
JIP
48
Jaffetilchin Investment Partners
Florida
$25.4M +$8.89M +162,786 +60%
NEWAS
49
N.E.W. Advisory Services
Wisconsin
$23.7M +$252K +4,615 +1%
SFG
50
StrategIQ Financial Group
Indiana
$22.9M -$7.73M -141,656 -27%