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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
$70M -$561K -6,787 -0.8%
W
27
Wealthquest
Ohio
$68.1M +$1.62M +19,637 +2%
FSG
28
Financial Strategies Group
Michigan
$67.4M +$2.28M +27,569 +4%
VAMG
29
Voisard Asset Management Group
Michigan
$66.4M +$4.05M +49,068 +6%
MHR
30
Matthew Hamilton Rosenberg
$65.3M +$2.6M +31,471 +4%
BIP
31
Blueprint Investment Partners
North Carolina
$59.9M -$23.8M -288,689 -28%
Raymond James Financial
32
Raymond James Financial
Florida
$59.5M +$9.01M +109,131 +17%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$59.4M +$1.48M +17,936 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$59.3M +$1.07M +12,912 +2%
SFP
35
Shepherd Financial Partners
Massachusetts
$59M +$2.16M +26,181 +4%
Cerity Partners
36
Cerity Partners
New York
$58.7M -$281K -3,401 -0.5%
BOSSRA
37
B.O.S.S. Retirement Advisors
Utah
$55.9M +$11.7M +142,205 +25%
HNB
38
Huntington National Bank
Ohio
$54.6M
WFS
39
Weitzel Financial Services
Iowa
$54M +$637K +7,707 +1%
ACM
40
Advisors Capital Management
New Jersey
$51.3M +$1.64M +19,834 +3%
AQR Capital Management
41
AQR Capital Management
Connecticut
$50.5M +$1.14M +13,831 +2%
WAS
42
Winch Advisory Services
Wisconsin
$47.1M -$91.5K -1,108 -0.2%
CL
43
CVFG LLC
Indiana
$46.2M +$48.2M +584,153 New
SWP
44
Stratos Wealth Partners
Ohio
$44.5M -$31.9M -386,620 -41%
AWA
45
Aquire Wealth Advisors
Utah
$38.4M -$2.59M -31,397 -6%
GAG
46
GM Advisory Group
New York
$38.1M +$367K +4,438 +0.9%
SF
47
Symphony Financial
Texas
$37.5M -$9.13M -110,538 -19%
EH
48
Equitable Holdings
New York
$37.1M +$4.88M +59,141 +15%
GWM
49
Geneos Wealth Management
Colorado
$36.8M +$1.82M +22,041 +5%
WAG
50
Winthrop Advisory Group
Massachusetts
$36.7M +$728K +8,817 +2%