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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
$46.4M +$400K +6,251 +0.9%
WFS
27
Weitzel Financial Services
Iowa
$45.2M -$251K -3,918 -0.6%
Bank of America
28
Bank of America
North Carolina
$42.7M -$8.92M -139,242 -18%
RI
29
Rinkey Investments
California
$42.5M +$781K +12,203 +2%
LPT
30
Legacy Private Trust
Wisconsin
$42.2M +$19.9M +310,819 +95%
Cerity Partners
31
Cerity Partners
New York
$39M -$607K -9,480 -2%
WAS
32
Winch Advisory Services
Wisconsin
$37.2M +$648K +10,121 +2%
RHP
33
Royal Harbor Partners
Texas
$36.8M -$521K -8,142 -1%
PS
34
Portfolio Strategies
New York
$36.6M +$272K +4,246 +0.8%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$36.4M +$2.72M +42,503 +8%
MHR
36
Matthew Hamilton Rosenberg
$34.9M -$3.03M -47,247 -8%
JIP
37
Jaffetilchin Investment Partners
Florida
$34.7M +$557K +8,692 +2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$33.5M +$499K +7,797 +2%
SF
39
Symphony Financial
Texas
$33.4M +$1.42M +22,123 +5%
TCFP
40
Treasure Coast Financial Planning
Florida
$32.5M -$1.3M -20,375 -4%
PAS
41
Park Avenue Securities
New York
$31.1M -$1.56M -24,340 -5%
GAG
42
GM Advisory Group
New York
$29.9M -$140K -2,189 -0.5%
Charles Schwab
43
Charles Schwab
California
$29.8M -$3.27M -51,018 -10%
VAG
44
VisionPoint Advisory Group
Texas
$27.1M -$471K -7,351 -2%
WA
45
Waverly Advisors
Alabama
$26.8M -$113K -1,770 -0.4%
NEWAS
46
N.E.W. Advisory Services
Wisconsin
$26.4M +$761K +11,879 +3%
ACM
47
Advisors Capital Management
New Jersey
$25.3M +$3.95M +61,661 +19%
SWM
48
SigFig Wealth Management
California
$24.7M -$2.21M -34,505 -8%
BSWM
49
Boston Standard Wealth Management
Massachusetts
$23.9M -$31.1K -485 -0.1%
AWA
50
Aquire Wealth Advisors
Utah
$21.9M -$686K -10,708 -3%