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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
$36.6M +$2.16M +26,396 +6%
KWM
52
Kingsview Wealth Management
Oregon
$35.6M +$3.8M +46,425 +12%
PAS
53
Park Avenue Securities
New York
$34.5M -$547K -6,688 -2%
TCFP
54
Treasure Coast Financial Planning
Florida
$34.5M +$68.5K +838 +0.2%
RWM
55
Rialto Wealth Management
New York
$33.8M +$3.46M +42,367 +12%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$32.8M -$552K -6,755 -2%
EH
57
Equitable Holdings
New York
$32.2M +$796K +9,735 +3%
HAG
58
HighPoint Advisor Group
Illinois
$32M +$31.7M +387,811 New
RI
59
Rinkey Investments
California
$30.4M -$513K -6,269 -2%
RA
60
RFG Advisory
Alabama
$28.9M -$1.55M -18,942 -5%
JCM
61
Jacobi Capital Management
Pennsylvania
$28.7M +$7.36M +90,014 +35%
MML Investors Services
62
MML Investors Services
Massachusetts
$28.6M +$1.29M +15,751 +5%
JP Morgan Chase
63
JP Morgan Chase
New York
$27.8M +$1.45M +17,678 +6%
BSWM
64
Boston Standard Wealth Management
Massachusetts
$27.5M -$749K -9,164 -3%
WA
65
Waverly Advisors
Alabama
$26.3M +$40K +489 +0.2%
DC
66
Dorval Corp
Minnesota
$26.3M +$605K +7,399 +2%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$26.2M +$8.53M +104,362 +49%
AF
68
Abound Financial
California
$26.1M -$50K -611 -0.2%
FPFC
69
Financial Planning Fort Collins
Colorado
$25.5M +$25.3M +309,260 New
RW
70
RVW Wealth
California
$25.4M -$305K -3,735 -1%
FF
71
Fox Financial
Pennsylvania
$25.2M -$281K -3,431 -1%
MCC
72
Money Concepts Capital
Florida
$24.4M +$403K +4,923 +2%
SWM
73
SigFig Wealth Management
California
$24.3M -$1.71M -20,944 -7%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$23.1M +$5.11M +62,453 +29%
BW
75
BIP Wealth
Georgia
$22.3M +$170K +2,085 +0.8%