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

Name Holding Trade Value Shares
Change
Change in
Stake
VAG
51
VisionPoint Advisory Group
Texas
$24.1M -$4.34M -64,199 -16%
ACM
52
Advisors Capital Management
New Jersey
$24M -$2.62M -38,803 -10%
GWM
53
Geneos Wealth Management
Colorado
$23.4M +$808K +11,962 +4%
EH
54
Equitable Holdings
New York
$23.3M +$1.43M +21,217 +7%
AWA
55
Aquire Wealth Advisors
Utah
$22.7M -$360K -5,330 -2%
JCM
56
Jacobi Capital Management
Pennsylvania
$22.4M +$501K +7,412 +2%
FF
57
Fox Financial
Pennsylvania
$22.3M +$97.6K +1,446 +0.5%
RW
58
RVW Wealth
California
$21.6M -$665K -9,854 -3%
CC
59
Callan Capital
California
$20.9M -$182K -2,695 -0.9%
CPP
60
Capasso Planning Partners
South Carolina
$20.9M +$627K +9,284 +3%
AAS
61
Annex Advisory Services
Wisconsin
$19.8M -$363K -5,373 -2%
DC
62
Dorval Corp
Minnesota
$19.6M -$1.69M -25,004 -8%
MCC
63
Money Concepts Capital
Florida
$19.1M -$428K -6,333 -2%
Mariner
64
Mariner
Kansas
$18.8M +$2.07M +30,621 +13%
CFGSD
65
Compass Financial Group (South Dakota)
South Dakota
$18.6M -$339K -5,026 -2%
PA
66
Parallel Advisors
California
$18M -$122K -1,809 -0.7%
AIM
67
Astor Investment Management
Illinois
$17.4M +$7.44M +110,228 +80%
PFA
68
Pure Financial Advisors
California
$17M -$272K -4,027 -2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$16M +$10.6M +156,445 +217%
BW
70
BIP Wealth
Georgia
$15.7M +$1.91M +28,243 +14%
GLA
71
Great Lakes Advisors
Illinois
$15.3M -$152K -2,254 -1%
CAL
72
Capital Analysts LLC
Pennsylvania
$13.7M +$4.11M +60,854 +45%
BAG
73
Bridgewealth Advisory Group
California
$13.5M +$896K +13,269 +7%
CAGAS
74
Capital Advisory Group Advisory Services
Minnesota
$13.2M +$268K +3,976 +2%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$12.8M +$4.3M +63,688 +54%