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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
$54.3M -$981K -13,702 -2%
Bank of America
27
Bank of America
North Carolina
$54.2M +$9.71M +135,642 +20%
GWM
28
Geneos Wealth Management
Colorado
$54M +$31.3M +436,690 +122%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$50.5M +$9.92M +138,570 +23%
FSG
30
Financial Strategies Group
Michigan
$48.3M -$293K -4,095 -0.6%
SFP
31
Shepherd Financial Partners
Massachusetts
$48.2M -$55.6M -777,300 -52%
MHR
32
Matthew Hamilton Rosenberg
$46.6M +$4.39M +61,300 +10%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$43.7M +$1.82M +25,357 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$42.8M -$2.15M -30,009 -5%
BIP
35
Blueprint Investment Partners
North Carolina
$42.7M -$28.3M -394,683 -39%
WFS
36
Weitzel Financial Services
Iowa
$42.6M -$877K -12,258 -2%
Cerity Partners
37
Cerity Partners
New York
$41.3M -$159K -2,224 -0.4%
WAS
38
Winch Advisory Services
Wisconsin
$39.7M +$761K +10,628 +2%
VAMG
39
Voisard Asset Management Group
Michigan
$37.4M +$9.93M +138,700 +34%
JIP
40
Jaffetilchin Investment Partners
Florida
$35.1M -$293K -4,095 -0.8%
ACM
41
Advisors Capital Management
New Jersey
$34M +$8.65M +120,860 +32%
Raymond James Financial
42
Raymond James Financial
Florida
$34M -$8.48M -118,472 -19%
TCFP
43
Treasure Coast Financial Planning
Florida
$32.3M -$304K -4,242 -0.9%
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$32.2M +$4.8M +67,100 +17%
VA
45
VestGen Advisors
Illinois
$31.1M +$32.7M +456,756 New
PAS
46
Park Avenue Securities
New York
$30.4M -$182K -2,543 -0.6%
GAG
47
GM Advisory Group
New York
$29.8M -$386K -5,398 -1%
WAG
48
Winthrop Advisory Group
Massachusetts
$28.9M -$2.19M -30,548 -7%
TC
49
TownSquare Capital
Utah
$26.5M +$26.3M +367,250 +1,648%
JCM
50
Jacobi Capital Management
Pennsylvania
$26.3M +$10.6M +148,518 +62%