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

Name Holding Trade Value Shares
Change
Change in
Stake
RI
51
Rinkey Investments
California
$26.1M -$657K -9,179 -2%
PS
52
Portfolio Strategies
New York
$25.5M -$3.04M -42,517 -10%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$25.5M +$6.58M +91,872 +32%
EH
54
Equitable Holdings
New York
$24M +$1.18M +16,456 +5%
BSWM
55
Boston Standard Wealth Management
Massachusetts
$23.9M +$927K +12,956 +4%
WA
56
Waverly Advisors
Alabama
$23.9M -$236K -3,301 -0.9%
KWM
57
Kingsview Wealth Management
Oregon
$23M +$1.41M +19,701 +6%
RWM
58
Rialto Wealth Management
New York
$22.3M +$5.24M +73,235 +29%
SWM
59
SigFig Wealth Management
California
$21.8M -$974K -13,602 -4%
AIM
60
Astor Investment Management
Illinois
$21.4M -$238K -3,328 -1%
DC
61
Dorval Corp
Minnesota
$21M +$84.4K +1,179 +0.4%
FF
62
Fox Financial
Pennsylvania
$21M +$192K +2,676 +0.9%
AWA
63
Aquire Wealth Advisors
Utah
$20.6M -$368K -5,141 -2%
VAG
64
VisionPoint Advisory Group
Texas
$20.2M -$347K -4,852 -2%
AF
65
Abound Financial
California
$20M +$1.25M +17,508 +6%
AFA
66
AllGen Financial Advisors
Florida
$19.4M +$20.4M +285,342 New
MML Investors Services
67
MML Investors Services
Massachusetts
$19.4M +$7.24M +101,103 +55%
CC
68
Callan Capital
California
$19.1M -$732K -10,222 -4%
MCC
69
Money Concepts Capital
Florida
$19.1M +$500K +6,991 +3%
JP Morgan Chase
70
JP Morgan Chase
New York
$18.2M +$3.78M +52,857 +25%
ZF
71
Zhang Financial
Michigan
$18.1M +$5.31M +74,132 +39%
AAS
72
Annex Advisory Services
Wisconsin
$18M -$768K -10,735 -4%
PA
73
Parallel Advisors
California
$17.7M -$712K -9,948 -4%
CFGSD
74
Compass Financial Group (South Dakota)
South Dakota
$17.6M -$215K -3,007 -1%
BFA
75
Blueprint Financial Advisors
North Carolina
$17.6M +$18.5M +258,412 New