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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
$61.4M +$1.51M +21,812 +3%
MHR
27
Matthew Hamilton Rosenberg
$58.7M +$6.8M +97,961 +14%
FSG
28
Financial Strategies Group
Michigan
$56.8M +$735K +10,591 +1%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$55.8M +$195K +2,803 +0.4%
SFP
30
Shepherd Financial Partners
Massachusetts
$53.7M +$616K +8,880 +1%
Cerity Partners
31
Cerity Partners
New York
$52.3M +$6.3M +90,823 +15%
WFS
32
Weitzel Financial Services
Iowa
$51.5M +$1.04M +15,056 +2%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$50.3M +$1.96M +28,171 +4%
Raymond James Financial
34
Raymond James Financial
Florida
$49M +$10.7M +154,416 +31%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$47M -$145K -2,087 -0.3%
SF
36
Symphony Financial
Texas
$46.9M +$42.7M +615,517 +8,153%
VAMG
37
Voisard Asset Management Group
Michigan
$46.7M +$5.15M +74,151 +13%
WAS
38
Winch Advisory Services
Wisconsin
$43.5M -$209K -3,008 -0.5%
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
$43.4M +$40.3M +579,968 New
AWA
40
Aquire Wealth Advisors
Utah
$42.2M +$18.1M +260,409 +86%
ACM
41
Advisors Capital Management
New Jersey
$41.4M +$3.67M +52,855 +11%
AQR Capital Management
42
AQR Capital Management
Connecticut
$39.2M +$33.7M +486,157 +1,320%
JIP
43
Jaffetilchin Investment Partners
Florida
$39.1M +$426K +6,140 +1%
WAG
44
Winthrop Advisory Group
Massachusetts
$36M +$3.83M +55,239 +13%
VA
45
VestGen Advisors
Illinois
$35.9M +$895K +12,898 +3%
RA
46
RFG Advisory
Alabama
$35.2M -$70.3M -1,013,670 -68%
TCFP
47
Treasure Coast Financial Planning
Florida
$34M -$1.5M -21,558 -5%
GAG
48
GM Advisory Group
New York
$32.5M -$328K -4,733 -1%
PAS
49
Park Avenue Securities
New York
$32.3M -$1.1M -15,785 -4%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$30.3M -$4.72M -68,010 -14%