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

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waverly Advisors
Alabama
$24.7M -$172K -1,957 -0.7%
BCMIO
77
Beacon Capital Management Inc (Ohio)
Ohio
$24M -$876K -9,955 -4%
ZF
78
Zhang Financial
Michigan
$23.4M -$2.27M -25,800 -9%
AIA
79
AssuredPartners Investment Advisors
Florida
$22.9M +$418K +4,747 +2%
WCG
80
Wall Capital Group
Arizona
$22.3M -$2.71M -30,830 -11%
AAS
81
Annex Advisory Services
Wisconsin
$21.7M -$112K -1,267 -0.5%
CFGSD
82
Compass Financial Group (South Dakota)
South Dakota
$21.5M -$237K -2,688 -1%
WWM
83
Western Wealth Management
Colorado
$20.6M +$8.73M +99,190 +78%
MAS
84
MPWM Advisory Solutions
Georgia
$20.3M +$1.34M +15,213 +7%
PA
85
Parallel Advisors
California
$20.1M -$322K -3,660 -2%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$19.6M -$1.37M -15,612 -7%
CPP
87
Capasso Planning Partners
South Carolina
$19.1M -$182K -2,065 -1%
HAS
88
HBW Advisory Services
California
$18.8M +$358K +4,070 +2%
RBC
89
Roble Belko & Company
Pennsylvania
$18.7M -$401K -4,559 -2%
FDW
90
Fourth Dimension Wealth
Ohio
$18.5M +$642K +7,299 +4%
MW
91
Mueller Wealth
Wisconsin
$18.4M +$1.4M +15,883 +9%
PFA
92
Pure Financial Advisors
California
$18.2M -$433K -4,916 -2%
APWA
93
Atlas Private Wealth Advisors
New Jersey
$16.9M +$1.71M +19,469 +12%
AC
94
AlphaCore Capital
California
$16.7M -$357K -4,055 -2%
FWI
95
Facet Wealth Inc
Maryland
$16.5M +$37.1K +422 +0.2%
GVAG
96
Great Valley Advisor Group
Delaware
$16.2M -$6.19M -70,295 -28%
GLA
97
Great Lakes Advisors
Illinois
$16.1M -$305K -3,464 -2%
GWP
98
Gateway Wealth Partners
Wisconsin
$16M -$13.1M -149,412 -46%
B
99
Bensler
Washington
$16M +$459K +5,212 +3%
CA
100
Clearstead Advisors
Ohio
$15.7M -$38.4K -436 -0.3%