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

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$18.9M +$12.3M +237,595 +216%
BSWM
52
Boston Standard Wealth Management
Massachusetts
$18.9M +$233K +4,518 +1%
AAS
53
Annex Advisory Services
Wisconsin
$18.1M -$1.01M -19,626 -6%
BWFA
54
Baltimore-Washington Financial Advisors
Maryland
$17.3M +$10.6M +204,616 +180%
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$17.1M -$591K -11,464 -4%
AF
56
Advisornet Financial
Minnesota
$16.3M +$482K +9,346 +3%
LPT
57
Legacy Private Trust
Wisconsin
$16.2M +$15.4M +297,805 New
SCA
58
Snowden Capital Advisors
New York
$16M -$3.56M -69,044 -19%
UCFA
59
United Capital Financial Advisors
Texas
$16M -$780K -15,119 -5%
PFA
60
Pure Financial Advisors
California
$15M -$431K -8,347 -3%
WMS
61
Wealth Management Solutions
Pennsylvania
$14.8M -$3.33M -64,576 -19%
JIP
62
Jaffetilchin Investment Partners
Florida
$14.8M +$1.56M +30,215 +12%
BW
63
BIP Wealth
Georgia
$14.8M -$392K -7,596 -3%
IWC
64
Integrated Wealth Concepts
Massachusetts
$14.6M +$10.5M +202,665 +313%
GLA
65
Great Lakes Advisors
Illinois
$14.5M -$741K -14,369 -5%
GWM
66
Geneos Wealth Management
Colorado
$14.2M +$442K +8,576 +3%
EH
67
Equitable Holdings
New York
$14.2M +$319K +6,188 +2%
RCS
68
Retirement Capital Strategies
California
$13.9M +$13.2M +255,180 New
CPP
69
Capasso Planning Partners
South Carolina
$12.9M +$379K +7,350 +3%
IWP
70
IAG Wealth Partners
Wisconsin
$11.4M +$86.1K +1,669 +0.8%
Truist Financial
71
Truist Financial
North Carolina
$11.1M -$46.4K -899 -0.4%
FEG
72
Financial Enhancement Group
Indiana
$10.9M -$24.3M -470,553 -70%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$10.7M +$141K +2,742 +1%
Mariner
74
Mariner
Kansas
$10.7M +$2.71M +52,559 +37%
SPA
75
Sentinel Pension Advisors
Massachusetts
$10.5M -$178K -3,446 -2%