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

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$30.2M -$27.1M -389,878 -49%
BFA
52
Blueprint Financial Advisors
North Carolina
$29.4M +$9.33M +134,410 +52%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$28.9M +$22.5M +323,495 +522%
RI
54
Rinkey Investments
California
$28.3M -$390K -5,614 -1%
KWM
55
Kingsview Wealth Management
Oregon
$27.8M +$2.29M +33,068 +10%
EH
56
Equitable Holdings
New York
$27.4M +$915K +13,182 +4%
RWM
57
Rialto Wealth Management
New York
$27.3M +$2.48M +35,704 +11%
WA
58
Waverly Advisors
Alabama
$26.2M -$125K -1,796 -0.5%
RBC
59
Roble Belko & Company
Pennsylvania
$25.6M +$14.4M +206,889 +153%
BSWM
60
Boston Standard Wealth Management
Massachusetts
$25.6M -$1.35M -19,409 -5%
JCM
61
Jacobi Capital Management
Pennsylvania
$25.5M -$3.23M -46,612 -12%
SWM
62
SigFig Wealth Management
California
$24.2M -$1.14M -16,436 -5%
PS
63
Portfolio Strategies
New York
$23.9M -$3.86M -55,652 -15%
RW
64
RVW Wealth
California
$23.4M -$47.5M -683,720 -69%
FF
65
Fox Financial
Pennsylvania
$23.3M +$172K +2,475 +0.8%
FPAS
66
Focus Partners Advisor Solutions
Missouri
$22.8M +$17.4M +250,015 +454%
MML Investors Services
67
MML Investors Services
Massachusetts
$22.6M +$1.21M +17,434 +6%
DC
68
Dorval Corp
Minnesota
$22.6M +$728K +10,489 +4%
AF
69
Abound Financial
California
$22.5M +$444K +6,399 +2%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$21.8M -$5.8M -83,582 -22%
JP Morgan Chase
71
JP Morgan Chase
New York
$21.6M +$1.41M +20,320 +8%
MCC
72
Money Concepts Capital
Florida
$21.5M +$425K +6,126 +2%
AIM
73
Astor Investment Management
Illinois
$21.3M -$2.1M -30,324 -10%
AC
74
AlphaCore Capital
California
$19.9M +$18.4M +265,446 +41,411%
BW
75
BIP Wealth
Georgia
$19.5M +$1.62M +23,285 +10%