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

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$3.11M -$299K -8,955 -8%
JIC
52
JRM Investment Counsel
Nebraska
$3.04M -$269K -8,049 -8%
LA
53
LexAurum Advisors
Kansas
$2.9M +$1.18M +35,243 +60%
LFG
54
LifePlan Financial Group
Ohio
$2.81M -$171K -5,115 -5%
UCFA
55
United Capital Financial Advisors
Texas
$2.81M +$3.04M +91,010 New
SCA
56
Snowden Capital Advisors
New York
$2.72M -$608K -18,200 -17%
IP
57
Isthmus Partners
Wisconsin
$2.65M -$28.2K -843 -1%
GSC
58
G&S Capital
Colorado
$2.52M +$19.4K +580 +0.7%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$2.4M +$551K +16,499 +27%
BC
60
Brio Consultants
California
$2.38M +$2.57M +77,090 New
SHIM
61
Stone House Investment Management
Pennsylvania
$2.36M +$109K +3,259 +4%
TCM
62
Tradition Capital Management
New Jersey
$2.09M +$858K +25,702 +61%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$2M -$12.3M -368,547 -85%
LCM
64
LVM Capital Management
Michigan
$1.99M
BWM
65
Bernicke Wealth Management
Wisconsin
$1.97M +$159K +4,773 +8%
AW
66
ACG Wealth
Georgia
$1.95M -$1.75M -52,414 -45%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.92M +$705K +21,121 +57%
VBFP
68
Valtinson Bruner Financial Planning
Minnesota
$1.9M +$2.05M +61,314 New
SFG
69
SNS Financial Group
Minnesota
$1.77M +$351K +10,522 +22%
SCM
70
Sterneck Capital Management
Missouri
$1.74M -$316K -9,453 -14%
WCM
71
Wealthcare Capital Management
Virginia
$1.72M +$1.86M +55,558 New
CFGF
72
Compass Financial Group (Florida)
Florida
$1.58M -$289K -8,649 -14%
OIA
73
OneDigital Investment Advisors
Kansas
$1.58M +$1.7M +51,012 New
Creative Planning
74
Creative Planning
Kansas
$1.57M +$873K +26,137 +106%
SB
75
Strategic Blueprint
Georgia
$1.54M +$1.67M +49,960 New