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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
$44.5M -$21M -343,394 -33%
WFS
27
Weitzel Financial Services
Iowa
$43.8M -$29.8K -488 -0.1%
RI
28
Rinkey Investments
California
$40.3M -$314K -5,148 -0.8%
Cerity Partners
29
Cerity Partners
New York
$38.4M -$124K -2,036 -0.3%
MHR
30
Matthew Hamilton Rosenberg
$36.7M +$297K +4,862 +0.9%
RHP
31
Royal Harbor Partners
Texas
$36.1M -$7.62M -124,936 -18%
MWM
32
Modern Wealth Management
Kansas
$35.9M +$1.89M +30,919 +6%
WAS
33
Winch Advisory Services
Wisconsin
$35.3M +$1.46M +24,001 +5%
PS
34
Portfolio Strategies
New York
$35.1M -$233K -3,821 -0.7%
JIP
35
Jaffetilchin Investment Partners
Florida
$33M +$4.91M +80,485 +19%
TCFP
36
Treasure Coast Financial Planning
Florida
$32.7M -$1.11M -18,208 -3%
BWFA
37
Baltimore-Washington Financial Advisors
Maryland
$32.5M +$7.39M +121,042 +31%
Charles Schwab
38
Charles Schwab
California
$32.1M -$5.39M -88,340 -15%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$31.9M -$7.68M -125,920 -20%
PAS
40
Park Avenue Securities
New York
$31.6M -$3.92M -64,252 -12%
SF
41
Symphony Financial
Texas
$30.8M +$1.56M +25,507 +6%
GAG
42
GM Advisory Group
New York
$29M -$156K -2,560 -0.6%
VAG
43
VisionPoint Advisory Group
Texas
$26.7M -$4.85M -79,407 -16%
WA
44
Waverly Advisors
Alabama
$26M +$24.7M +405,557 New
SWM
45
SigFig Wealth Management
California
$25.9M -$2.28M -37,333 -8%
NEWAS
46
N.E.W. Advisory Services
Wisconsin
$24.8M -$1.13M -18,555 -5%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$23.2M +$1.21M +19,827 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$22.7M -$10M -164,549 -32%
AWA
49
Aquire Wealth Advisors
Utah
$21.8M -$312K -5,105 -1%
RW
50
RVW Wealth
California
$21.3M -$421K -6,897 -2%