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

Name Holding Trade Value Shares
Change
Change in
Stake
WMS
51
Wealth Management Solutions
Pennsylvania
$13.6M +$769K +15,233 +5%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$12.7M +$3.86M +76,434 +39%
EH
53
Equitable Holdings
New York
$12.4M -$3.18M -62,990 -19%
AF
54
Advisornet Financial
Minnesota
$12M +$160K +3,170 +1%
FWI
55
Facet Wealth Inc
Maryland
$11.9M +$3.94M +77,975 +44%
JIP
56
Jaffetilchin Investment Partners
Florida
$11.3M -$416K -8,248 -3%
BHB
57
Bank Hapoalim BM
Israel
$11.1M
CPP
58
Capasso Planning Partners
South Carolina
$11.1M +$482K +9,541 +4%
AWA
59
Arete Wealth Advisors
Illinois
$10.6M -$3.02M -59,840 -21%
TWA
60
Tillar-Wenstrup Advisors
Ohio
$10.2M +$328K +6,499 +3%
UBS Group
61
UBS Group
Switzerland
$9.96M +$4.19M +82,894 +63%
SPA
62
Sentinel Pension Advisors
Massachusetts
$9.8M -$390K -7,730 -4%
CAN
63
Cetera Advisor Networks
California
$9.59M +$2.15M +42,520 +26%
ARC
64
Advisor Resource Council
Texas
$9.52M +$10.3M +204,876 New
EK
65
Evensky & Katz
Florida
$9.21M -$14K -277 -0.1%
CW
66
CreativeOne Wealth
Kansas
$9.14M -$2.16M -42,738 -18%
GWM
67
Geneos Wealth Management
Colorado
$8.89M +$991K +19,635 +12%
LFG
68
Larson Financial Group
Missouri
$8.71M +$31.5K +624 +0.3%
CWA
69
Centennial Wealth Advisory
Michigan
$8.62M -$2.2M -43,671 -19%
MIAN
70
Mariner Independent Advisor Network
Kansas
$8.59M +$280K +5,544 +3%
CPO
71
Cerity Partners OCIO
New York
$8.53M +$3.59M +71,040 +63%
IWP
72
IAG Wealth Partners
Wisconsin
$8.1M +$305K +6,036 +4%
PWA
73
Peterson Wealth Advisors
Utah
$8.07M -$865K -17,129 -9%
PFG
74
PAX Financial Group
Texas
$7.99M -$62K -1,228 -0.7%
ST
75
Sentinel Trust
Texas
$7.78M -$4.8M -95,000 -36%