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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
$78.3M +$1.08M +13,183 +1%
RWM
27
RMG Wealth Management
Wisconsin
$74.4M +$239M +2,921,428 New
LPT
28
Legacy Private Trust
Wisconsin
$73.7M -$422K -5,159 -0.6%
W
29
Wealthquest
Ohio
$69.4M -$21.6M -263,941 -24%
MHR
30
Matthew Hamilton Rosenberg
$65.5M +$1.56M +19,069 +2%
VAMG
31
Voisard Asset Management Group
Michigan
$65.3M +$2.78M +34,013 +4%
FSG
32
Financial Strategies Group
Michigan
$62.8M -$572 -7 -0%
Cerity Partners
33
Cerity Partners
New York
$61.6M +$3.73M +45,672 +7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$60.8M -$548K -6,704 -0.9%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$60.5M +$1.34M +16,370 +2%
SFP
36
Shepherd Financial Partners
Massachusetts
$59.4M -$446K -5,457 -0.8%
WFS
37
Weitzel Financial Services
Iowa
$55.5M +$153K +1,874 +0.3%
Raymond James Financial
38
Raymond James Financial
Florida
$53M -$211K -2,579 -0.4%
ACM
39
Advisors Capital Management
New Jersey
$51.9M +$2.54M +31,103 +5%
AQR Capital Management
40
AQR Capital Management
Connecticut
$51.6M +$2.05M +25,120 +4%
WAS
41
Winch Advisory Services
Wisconsin
$49.2M +$941K +11,505 +2%
SF
42
Symphony Financial
Texas
$49.2M -$1.75M -21,423 -3%
WCAMG
43
Woodard & Company Asset Management Group
North Carolina
$48.4M -$8.74M -106,896 -15%
BOSSRA
44
B.O.S.S. Retirement Advisors
Utah
$46.6M -$4.32M -52,891 -9%
JIP
45
Jaffetilchin Investment Partners
Florida
$43.5M +$285K +3,485 +0.7%
BFA
46
Blueprint Financial Advisors
North Carolina
$43.3M +$4.82M +58,969 +13%
AWA
47
Aquire Wealth Advisors
Utah
$42.7M -$1.49M -18,202 -3%
GAG
48
GM Advisory Group
New York
$39.4M +$4M +48,909 +11%
WAG
49
Winthrop Advisory Group
Massachusetts
$37.6M -$1.42M -17,387 -4%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$36.7M +$2.56M +31,339 +8%