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

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$63.7M +$19.3M +268,853 +43%
KFP
27
Keener Financial Planning
Texas
$62.5M +$5.51M +76,561 +10%
SWP
28
Stratos Wealth Partners
Ohio
$58M +$102K +1,413 +0.2%
FSG
29
Financial Strategies Group
Michigan
$52.6M -$1.04M -14,447 -2%
WFS
30
Weitzel Financial Services
Iowa
$47.8M -$746K -10,360 -2%
Bank of America
31
Bank of America
North Carolina
$47.3M +$848K +11,789 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$47.1M -$2.18M -30,328 -4%
MHR
33
Matthew Hamilton Rosenberg
$44.6M +$2.12M +29,526 +5%
Raymond James Financial
34
Raymond James Financial
Florida
$44.2M +$44.5M +618,292 New
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$44.1M +$3M +41,752 +7%
Cerity Partners
36
Cerity Partners
New York
$43.6M +$1.53M +21,294 +4%
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$43.2M +$3.62M +50,238 +9%
WAS
38
Winch Advisory Services
Wisconsin
$41M +$678K +9,417 +2%
RHP
39
Royal Harbor Partners
Texas
$40.1M -$30.2K -420 -0.1%
SF
40
Symphony Financial
Texas
$37.8M +$117K +1,632 +0.3%
JIP
41
Jaffetilchin Investment Partners
Florida
$37.1M +$1.56M +21,745 +4%
TCFP
42
Treasure Coast Financial Planning
Florida
$34.3M -$897K -12,467 -3%
WAG
43
Winthrop Advisory Group
Massachusetts
$32.5M -$186K -2,586 -0.6%
PAS
44
Park Avenue Securities
New York
$32.1M +$144K +1,999 +0.4%
GAG
45
GM Advisory Group
New York
$31.7M -$335K -4,655 -1%
PS
46
Portfolio Strategies
New York
$29.8M -$10.5M -145,249 -26%
VAMG
47
Voisard Asset Management Group
Michigan
$29.3M +$28.9M +402,300 +4,736%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$29M +$405K +5,626 +1%
RI
49
Rinkey Investments
California
$28.1M -$116K -1,614 -0.4%
ACM
50
Advisors Capital Management
New Jersey
$27.1M +$2.63M +36,576 +11%