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

Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
TLWM Financial
Texas
$13.5M +$1.35M +27,675 +275%
PFA
52
Pure Financial Advisors
California
$12.9M -$302K -6,173 -2%
NEWAS
53
N.E.W. Advisory Services
Wisconsin
$12.6M +$580K +11,841 +4%
FFG
54
Ford Financial Group
California
$12M +$11.5M +234,631 +628%
W
55
Wealthquest
Ohio
$11.9M +$13.2M +269,972 New
FWI
56
Facet Wealth Inc
Maryland
$11.7M -$356K -7,277 -3%
BPWM
57
Badgley Phelps Wealth Managers
Washington
$11.6M +$12.9M +263,723 New
AF
58
Advisornet Financial
Minnesota
$11.5M +$116K +2,371 +0.9%
JIP
59
Jaffetilchin Investment Partners
Florida
$10.7M -$63.1K -1,288 -0.5%
BHB
60
Bank Hapoalim BM
Israel
$10.5M
AWA
61
Arete Wealth Advisors
Illinois
$10.5M +$516K +10,542 +5%
CPP
62
Capasso Planning Partners
South Carolina
$10.4M -$141K -2,877 -1%
TWA
63
Tillar-Wenstrup Advisors
Ohio
$10.2M +$599K +12,226 +6%
BIP
64
Blueprint Investment Partners
North Carolina
$9.96M +$3.36M +68,612 +44%
CAN
65
Cetera Advisor Networks
California
$9.92M +$918K +18,749 +9%
CC
66
Callan Capital
California
$9.92M +$3.74M +76,401 +51%
MIAN
67
Mariner Independent Advisor Network
Kansas
$9.6M +$1.88M +38,342 +21%
Truist Financial
68
Truist Financial
North Carolina
$9.12M +$4.64M +94,784 +85%
SPA
69
Sentinel Pension Advisors
Massachusetts
$9.07M -$249K -5,090 -2%
IWP
70
IAG Wealth Partners
Wisconsin
$8.68M +$1.11M +22,631 +13%
EK
71
Evensky & Katz
Florida
$8.63M -$123K -2,517 -1%
GWM
72
Geneos Wealth Management
Colorado
$8.39M +$37.7K +771 +0.4%
LFG
73
Larson Financial Group
Missouri
$8.28M +$11.9K +244 +0.1%
CGFA
74
Colton Groome Financial Advisors
North Carolina
$8.18M +$7.58M +154,753 +503%
CWA
75
Centennial Wealth Advisory
Michigan
$8.14M -$38.7K -791 -0.4%