We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Pure Financial Advisors
California
$18M -$553K -9,776 -3%
Truist Financial
52
Truist Financial
North Carolina
$18M +$446K +7,873 +3%
AWA
53
Arete Wealth Advisors
Illinois
$17.4M +$383K +6,764 +2%
WMS
54
Wealth Management Solutions
Pennsylvania
$16.6M +$16M +283,521 New
ST
55
Sentinel Trust
Texas
$15.3M
NEWAS
56
N.E.W. Advisory Services
Wisconsin
$15.3M +$1.37M +24,161 +10%
AF
57
Advisornet Financial
Minnesota
$15M -$11.4K -201 -0.1%
WFS
58
Weitzel Financial Services
Iowa
$14.5M +$348K +6,149 +2%
WAG
59
Winthrop Advisory Group
Massachusetts
$14.3M -$117K -2,072 -0.8%
FHA
60
Flagship Harbor Advisors
Massachusetts
$13.8M +$11.9M +209,639 +796%
LA
61
LexAurum Advisors
Kansas
$13.6M +$1.68M +29,662 +15%
CPP
62
Capasso Planning Partners
South Carolina
$13.2M +$12.7M +225,276 New
SF
63
Symphony Financial
Texas
$12.9M +$12.1M +213,719 +3,275%
CWA
64
Centennial Wealth Advisory
Michigan
$12.4M +$1.92M +33,893 +19%
PA
65
Parallel Advisors
California
$12.2M -$501K -8,860 -4%
WA
66
Win Advisors
Florida
$12.2M +$11.8M +207,994 New
JCM
67
Jacobi Capital Management
Pennsylvania
$12.1M -$3.38M -59,680 -22%
CW
68
CreativeOne Wealth
Kansas
$11.9M -$764K -13,506 -6%
JIP
69
Jaffetilchin Investment Partners
Florida
$11.8M +$11.4M +201,917 New
EK
70
Evensky & Katz
Florida
$11.7M -$663K -11,708 -6%
BHB
71
Bank Hapoalim BM
Israel
$11.7M
PWA
72
Peterson Wealth Advisors
Utah
$11.6M -$521K -9,208 -4%
FWI
73
Facet Wealth Inc
Maryland
$11.3M +$613K +10,829 +6%
SWP
74
Stratos Wealth Partners
Ohio
$11.1M -$778K -13,740 -7%
LFG
75
Larson Financial Group
Missouri
$10.9M +$9.51K +168 +0.1%