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

Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
RVW Wealth
California
$18.2M -$590K -10,793 -3%
BWFA
52
Baltimore-Washington Financial Advisors
Maryland
$18.1M +$1.46M +26,654 +8%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$17.9M -$266K -4,862 -1%
LPT
54
Legacy Private Trust
Wisconsin
$16.4M +$829K +15,169 +5%
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$16.1M -$324K -5,935 -2%
AAS
56
Annex Advisory Services
Wisconsin
$16.1M -$1.41M -25,841 -8%
AF
57
Advisornet Financial
Minnesota
$15.8M +$94.8K +1,734 +0.6%
SCA
58
Snowden Capital Advisors
New York
$15.5M +$49.9K +913 +0.3%
GLA
59
Great Lakes Advisors
Illinois
$14.6M +$704K +12,879 +5%
PFA
60
Pure Financial Advisors
California
$14.5M +$4.48K +82 +0%
UCFA
61
United Capital Financial Advisors
Texas
$14.4M -$1.07M -19,547 -7%
GWM
62
Geneos Wealth Management
Colorado
$14.3M +$616K +11,277 +4%
JIP
63
Jaffetilchin Investment Partners
Florida
$14.2M -$70.1K -1,283 -0.5%
WMS
64
Wealth Management Solutions
Pennsylvania
$14M -$288K -5,265 -2%
RCS
65
Retirement Capital Strategies
California
$13.4M -$23.3K -427 -0.2%
CPP
66
Capasso Planning Partners
South Carolina
$12.8M +$395K +7,228 +3%
JCM
67
Jacobi Capital Management
Pennsylvania
$12.8M +$4.15M +75,927 +45%
BW
68
BIP Wealth
Georgia
$12.3M -$2.09M -38,155 -14%
IWC
69
Integrated Wealth Concepts
Massachusetts
$12.2M -$1.86M -34,066 -13%
ACM
70
Advisors Capital Management
New Jersey
$11.2M +$1.84M +33,657 +19%
MML Investors Services
71
MML Investors Services
Massachusetts
$10.9M +$5.69M +104,091 +100%
Truist Financial
72
Truist Financial
North Carolina
$10.6M -$91.1K -1,667 -0.8%
FEG
73
Financial Enhancement Group
Indiana
$10.5M +$1.31K +24 +0%
IWP
74
IAG Wealth Partners
Wisconsin
$10.5M -$490K -8,964 -4%
EH
75
Equitable Holdings
New York
$10.3M -$3.52M -64,486 -25%