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

Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$8.29M +$1.5M +39,394 +23%
NAS
52
Nicolet Advisory Services
Wisconsin
$8.2M -$2.54M -66,659 -24%
PWA
53
Peterson Wealth Advisors
Utah
$8.01M +$392K +10,285 +5%
GLA
54
Great Lakes Advisors
Illinois
$7.95M +$3.3M +86,534 +77%
SW
55
SlateStone Wealth
Florida
$7.72M -$72.5K -1,902 -1%
AWM
56
AE Wealth Management
Kansas
$7.68M +$5.13M +134,588 +232%
CAGAS
57
Capital Advisory Group Advisory Services
Minnesota
$7.42M +$1.75M +45,898 +33%
PFG
58
PAX Financial Group
Texas
$7.42M +$6.8M +178,362 New
LFG
59
Larson Financial Group
Missouri
$7.37M +$109K +2,857 +2%
5L
60
55I LLC
Massachusetts
$7.32M +$1.88M +49,259 +37%
AWA
61
Arete Wealth Advisors
Illinois
$7.25M +$190K +4,974 +3%
PFA
62
Professional Financial Advisors
Nebraska
$7.04M +$6.74M +176,667 New
JWM
63
Jackson Wealth Management
Florida
$6.75M -$84K -2,203 -1%
CFS
64
Cannon Financial Strategists
Georgia
$6.73M +$710K +18,630 +12%
HB
65
Homrich & Berg
Georgia
$6.55M -$1.76M -46,193 -22%
TAM
66
Tradition Asset Management
Virginia
$6.08M -$48K -1,259 -0.8%
LA
67
LexAurum Advisors
Kansas
$5.68M +$992K +26,018 +22%
BWP
68
Bernardo Wealth Planning
Pennsylvania
$5.59M +$947K +24,829 +21%
BAM
69
Belpointe Asset Management
Nevada
$5.47M +$2.75M +72,007 +110%
SFG
70
StrategIQ Financial Group
Indiana
$5.46M +$142K +3,733 +3%
QA
71
Quantitative Advantage
Minnesota
$5.39M -$33.7K -884 -0.6%
SS
72
Simplicity Solutions
Minnesota
$5.39M +$3.14M +82,338 +156%
GSC
73
G&S Capital
Colorado
$4.62M +$455K +11,934 +11%
SHIM
74
Stone House Investment Management
Pennsylvania
$4.39M -$327K -8,565 -7%
Wells Fargo
75
Wells Fargo
California
$4.38M +$1.65M +43,233 +65%