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

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$36.6M +$2.61M +31,550 +7%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$36.1M +$927K +11,222 +3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$35.1M +$13.5M +163,826 +59%
RWM
54
Rialto Wealth Management
New York
$33.7M +$1.44M +17,381 +4%
TCFP
55
Treasure Coast Financial Planning
Florida
$32.9M -$155K -1,878 -0.4%
BFA
56
Blueprint Financial Advisors
North Carolina
$32.8M -$9.13M -110,519 -21%
PAS
57
Park Avenue Securities
New York
$32.7M -$376K -4,554 -1%
WCAMG
58
Woodard & Company Asset Management Group
North Carolina
$32.6M -$14.4M -174,929 -30%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$31.6M +$127K +1,538 +0.4%
JIP
60
Jaffetilchin Investment Partners
Florida
$31.5M -$10.7M -128,977 -24%
JP Morgan Chase
61
JP Morgan Chase
New York
$30.2M +$4.67M +56,584 +17%
HAG
62
HighPoint Advisor Group
Illinois
$29.3M -$1.39M -16,812 -4%
RI
63
Rinkey Investments
California
$28.9M -$236K -2,863 -0.8%
JCM
64
Jacobi Capital Management
Pennsylvania
$28.7M +$1.27M +15,328 +4%
OCWP
65
Owl Creek Wealth Partners
Colorado
$28.1M +$29.4M +356,002 New
FPFC
66
Financial Planning Fort Collins
Colorado
$27.5M +$677K +8,197 +3%
BSWM
67
Boston Standard Wealth Management
Massachusetts
$26.8M +$241K +2,923 +0.9%
GWP
68
Gateway Wealth Partners
Wisconsin
$25.8M +$14.3M +173,117 +113%
RA
69
RFG Advisory
Alabama
$25.2M -$2.61M -31,589 -9%
MCC
70
Money Concepts Capital
Florida
$24.9M +$1.56M +18,907 +6%
NG
71
Navigation Group
California
$24.6M +$25.7M +311,102 New
FPAS
72
Focus Partners Advisor Solutions
Missouri
$24.2M -$979K -11,851 -4%
FF
73
Fox Financial
Pennsylvania
$24M -$103K -1,251 -0.4%
RW
74
RVW Wealth
California
$23.9M -$468K -5,663 -2%
DC
75
Dorval Corp
Minnesota
$23.1M -$2.14M -25,877 -8%