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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
$11.9M -$760K -14,681 -6%
EK
52
Evensky & Katz
Florida
$11.9M -$230K -4,441 -2%
PWA
53
Peterson Wealth Advisors
Utah
$11.8M -$674K -13,035 -6%
CW
54
CreativeOne Wealth
Kansas
$11.1M +$586K +11,330 +6%
IWP
55
IAG Wealth Partners
Wisconsin
$10.9M -$1.22M -23,659 -10%
JCM
56
Jacobi Capital Management
Pennsylvania
$10.6M +$432K +8,343 +4%
EH
57
Equitable Holdings
New York
$10.5M +$4.51M +87,195 +79%
LA
58
LexAurum Advisors
Kansas
$10.4M +$833K +16,090 +9%
SWP
59
Stratos Wealth Partners
Ohio
$10.4M -$925K -17,872 -8%
FWI
60
Facet Wealth Inc
Maryland
$9.93M -$971K -18,762 -9%
LFG
61
Larson Financial Group
Missouri
$9.93M +$43.7K +845 +0.5%
MIAN
62
Mariner Independent Advisor Network
Kansas
$9.66M +$5.93M +114,696 +170%
Creative Planning
63
Creative Planning
Kansas
$9.53M +$200K +3,874 +2%
CAGAS
64
Capital Advisory Group Advisory Services
Minnesota
$9.31M +$33.1K +639 +0.4%
CWA
65
Centennial Wealth Advisory
Michigan
$8.93M +$2.18M +42,070 +33%
GM
66
GeoWealth Management
Illinois
$8.33M +$1.96M +37,785 +32%
CFS
67
Cannon Financial Strategists
Georgia
$8.25M -$411K -7,950 -5%
PFG
68
PAX Financial Group
Texas
$8.11M -$384K -7,428 -5%
5L
69
55I LLC
Massachusetts
$7.56M +$1.71M +33,025 +30%
SC
70
Savant Capital
Illinois
$7.53M -$357K -6,895 -5%
UBS Group
71
UBS Group
Switzerland
$7.33M +$977K +18,884 +16%
SFG
72
StrategIQ Financial Group
Indiana
$7.22M -$347K -6,700 -5%
IHWM
73
Iron Horse Wealth Management
Iowa
$7.1M +$1.57M +30,254 +29%
WAM
74
WNY Asset Management
New York
$6.76M -$475K -9,188 -7%
FI
75
FormulaFolio Investments
Michigan
$6.64M -$294K -5,685 -4%