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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
$33.6M +$1.06M +13,586 +3%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$33.4M +$656K +8,443 +2%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$32.7M +$1.51M +19,478 +5%
KWM
54
Kingsview Wealth Management
Oregon
$31M +$983K +12,646 +3%
EH
55
Equitable Holdings
New York
$30.7M +$1.1M +14,171 +4%
RI
56
Rinkey Investments
California
$30.2M -$277K -3,566 -0.9%
BCMIO
57
Beacon Capital Management Inc (Ohio)
Ohio
$30.1M +$29M +373,576 New
RA
58
RFG Advisory
Alabama
$29.7M -$7.88M -101,393 -22%
RWM
59
Rialto Wealth Management
New York
$29.6M +$229K +2,948 +0.8%
BSWM
60
Boston Standard Wealth Management
Massachusetts
$27.6M +$66.8K +860 +0.3%
MML Investors Services
61
MML Investors Services
Massachusetts
$26.7M +$2.28M +29,286 +10%
JP Morgan Chase
62
JP Morgan Chase
New York
$25.7M +$2.35M +30,281 +10%
WA
63
Waverly Advisors
Alabama
$25.7M -$2.39M -30,750 -9%
AF
64
Abound Financial
California
$25.6M +$1.25M +16,118 +5%
RW
65
RVW Wealth
California
$25.2M -$45.6K -587 -0.2%
VCM
66
Virtue Capital Management
Tennessee
$25.1M +$1.26M +16,238 +76%
DC
67
Dorval Corp
Minnesota
$25.1M +$706K +9,090 +3%
SWM
68
SigFig Wealth Management
California
$25M -$1.01M -13,006 -4%
FF
69
Fox Financial
Pennsylvania
$24.9M -$259K -3,330 -1%
RBC
70
Roble Belko & Company
Pennsylvania
$24.2M -$3.27M -42,043 -12%
MCC
71
Money Concepts Capital
Florida
$23.5M +$314K +4,044 +1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$23.1M -$425K -5,467 -2%
BW
73
BIP Wealth
Georgia
$21.7M +$629K +8,090 +3%
ZF
74
Zhang Financial
Michigan
$21.5M +$938K +12,068 +5%
BAG
75
Bridgewealth Advisory Group
California
$20.9M +$831K +10,689 +4%