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

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Parallel Advisors
California
$11.8M -$925K -19,334 -7%
PWA
52
Peterson Wealth Advisors
Utah
$11.6M -$863K -18,046 -7%
IWP
53
IAG Wealth Partners
Wisconsin
$11.3M -$1.94M -40,645 -15%
EK
54
Evensky & Katz
Florida
$11.3M -$1.2M -25,166 -10%
TWA
55
Tillar-Wenstrup Advisors
Ohio
$10.9M +$86.3K +1,805 +0.8%
SWP
56
Stratos Wealth Partners
Ohio
$10.5M -$599K -12,524 -6%
HI
57
Harbour Investments
Wisconsin
$10.3M +$10M +210,035 New
FWI
58
Facet Wealth Inc
Maryland
$10.1M -$761K -15,917 -7%
NEWAS
59
N.E.W. Advisory Services
Wisconsin
$9.75M +$1.33M +27,843 +17%
CW
60
CreativeOne Wealth
Kansas
$9.73M +$4.25M +88,919 +82%
JCM
61
Jacobi Capital Management
Pennsylvania
$9.41M -$224K -4,692 -2%
LFG
62
Larson Financial Group
Missouri
$9.18M -$206K -4,302 -2%
LA
63
LexAurum Advisors
Kansas
$8.89M -$25.5K -534 -0.3%
Creative Planning
64
Creative Planning
Kansas
$8.66M +$5.83M +121,965 +226%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$8.62M +$2.28M +47,746 +37%
BFS
66
Bickling Financial Services
Massachusetts
$8.3M -$1.57M -32,876 -16%
CFS
67
Cannon Financial Strategists
Georgia
$8.05M -$163K -3,415 -2%
PFG
68
PAX Financial Group
Texas
$7.89M -$439K -9,174 -5%
SC
69
Savant Capital
Illinois
$7.34M -$537K -11,236 -7%
SFG
70
StrategIQ Financial Group
Indiana
$7.04M -$156K -3,265 -2%
FI
71
FormulaFolio Investments
Michigan
$6.73M -$47.7M -997,968 -88%
WAM
72
WNY Asset Management
New York
$6.73M -$310K -6,481 -5%
CPO
73
Cerity Partners OCIO
New York
$6.25M -$66.6K -1,393 -1%
CWA
74
Centennial Wealth Advisory
Michigan
$6.22M +$445K +9,300 +8%
OIA
75
OneDigital Investment Advisors
Kansas
$6.13M +$2.92M +60,998 +96%