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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
$18.4M +$168K +3,075 +0.9%
RW
52
RVW Wealth
California
$18.2M -$590K -10,793 -3%
BWFA
53
Baltimore-Washington Financial Advisors
Maryland
$18.1M +$1.46M +26,654 +8%
BSWM
54
Boston Standard Wealth Management
Massachusetts
$17.9M -$266K -4,862 -1%
LPT
55
Legacy Private Trust
Wisconsin
$16.4M +$829K +15,169 +5%
CFGSD
56
Compass Financial Group (South Dakota)
South Dakota
$16.1M -$324K -5,935 -2%
AAS
57
Annex Advisory Services
Wisconsin
$16.1M -$1.41M -25,841 -8%
AF
58
Advisornet Financial
Minnesota
$15.8M +$94.8K +1,734 +0.6%
SCA
59
Snowden Capital Advisors
New York
$15.5M +$49.9K +913 +0.3%
GLA
60
Great Lakes Advisors
Illinois
$14.6M +$704K +12,879 +5%
PFA
61
Pure Financial Advisors
California
$14.5M +$4.48K +82 +0%
UCFA
62
United Capital Financial Advisors
Texas
$14.4M -$1.07M -19,547 -7%
GWM
63
Geneos Wealth Management
Colorado
$14.3M +$616K +11,277 +4%
JIP
64
Jaffetilchin Investment Partners
Florida
$14.2M -$70.1K -1,283 -0.5%
WMS
65
Wealth Management Solutions
Pennsylvania
$14M -$288K -5,265 -2%
RCS
66
Retirement Capital Strategies
California
$13.4M -$23.3K -427 -0.2%
CPP
67
Capasso Planning Partners
South Carolina
$12.8M +$395K +7,228 +3%
JCM
68
Jacobi Capital Management
Pennsylvania
$12.8M +$4.15M +75,927 +45%
BW
69
BIP Wealth
Georgia
$12.3M -$2.09M -38,155 -14%
IWC
70
Integrated Wealth Concepts
Massachusetts
$12.2M -$1.86M -34,066 -13%
ACM
71
Advisors Capital Management
New Jersey
$11.2M +$1.84M +33,657 +19%
MML Investors Services
72
MML Investors Services
Massachusetts
$10.9M +$5.69M +104,091 +100%
Truist Financial
73
Truist Financial
North Carolina
$10.6M -$91.1K -1,667 -0.8%
FEG
74
Financial Enhancement Group
Indiana
$10.5M +$1.31K +24 +0%
IWP
75
IAG Wealth Partners
Wisconsin
$10.5M -$490K -8,964 -4%