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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
51
Stratos Wealth Partners
Ohio
$8.66M -$3.19M -78,879 -27%
AWA
52
Arete Wealth Advisors
Illinois
$8.38M -$775K -19,148 -9%
LFG
53
Larson Financial Group
Missouri
$8.13M +$411K +10,148 +5%
JCM
54
Jacobi Capital Management
Pennsylvania
$8.12M +$2.54M +62,724 +46%
PFG
55
PAX Financial Group
Texas
$7.45M -$122K -3,021 -2%
5L
56
55I LLC
Massachusetts
$7.2M +$1.19M +29,484 +20%
SC
57
Savant Capital
Illinois
$7.1M -$598K -14,758 -8%
LA
58
LexAurum Advisors
Kansas
$6.97M +$127K +3,128 +2%
CI
59
CX Institutional
Indiana
$6.96M +$1.83M +45,271 +36%
CFS
60
Cannon Financial Strategists
Georgia
$6.88M -$212K -5,230 -3%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$6.7M +$6.64M +163,939 New
GRP
62
Global Retirement Partners
California
$6.53M +$3.42M +84,488 +112%
LFAS
63
Level Four Advisory Services
Texas
$6.5M +$301K +7,433 +5%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$6.11M +$678K +16,737 +13%
SFG
65
StrategIQ Financial Group
Indiana
$6.09M -$43.4K -1,072 -0.7%
PFA
66
Professional Financial Advisors
Nebraska
$5.8M -$12K -297 -0.2%
NAS
67
Nicolet Advisory Services
Wisconsin
$5.37M -$310K -7,650 -6%
MA
68
Mutual Advisors
Nebraska
$5.32M -$609K -15,034 -10%
CPO
69
Cerity Partners OCIO
New York
$5.28M -$175K -4,328 -3%
VA
70
Valmark Advisers
Ohio
$5.08M -$190K -4,681 -4%
GSC
71
G&S Capital
Colorado
$4.87M -$318K -7,855 -6%
MWM
72
MBE Wealth Management
Wisconsin
$4.38M +$4.01K +99 +0.1%
Wells Fargo
73
Wells Fargo
California
$4.2M -$367K -9,053 -8%
C
74
Clearshares
New York
$4.19M
HAS
75
HBW Advisory Services
California
$4.15M +$674K +16,647 +20%