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

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$543K +$7.25K +214 +1%
HWP
77
Hefty Wealth Partners
Indiana
$542K +$560K +16,526 New
WP
78
WealthSource Partners
California
$537K +$554K +16,361 New
ODCM
79
Old Dominion Capital Management
Virginia
$511K -$38K -1,122 -7%
SCA
80
Snowden Capital Advisors
New York
$474K +$489K +14,437 New
BBA
81
Braun-Bostich & Associates
Pennsylvania
$414K +$36.9K +1,089 +9%
IA
82
IFP Advisors
Florida
$389K
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$385K +$393K +11,604 New
TYCC
84
Texas Yale Capital Corp
Florida
$367K
Goldman Sachs
85
Goldman Sachs
New York
$306K -$320K -9,453 -50%
KLI
86
Kelman-Lazarov Inc
Tennessee
$300K
GWM
87
Geneos Wealth Management
Colorado
$273K +$120K +3,536 +74%
GBBWRPM
88
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$272K +$91.9K +2,714 +49%
WFWM
89
Wechter Feldman Wealth Management
New Jersey
$271K +$280K +8,262 New
BF
90
BOK Financial
Oklahoma
$240K +$248K +7,320 New
CIA
91
Capital Investment Advisors
Georgia
$230K
ATFA
92
All Terrain Financial Advisors
Minnesota
$227K +$234K +6,906 New
VF
93
Virtu Financial
New York
$220K +$227K +6,695 New
LNC
94
Lincoln National Corp
Pennsylvania
$219K +$226K +6,680 New
BTS
95
BB&T Securities
Virginia
$214K
RC
96
Roundview Capital
New Jersey
$208K +$215K +6,336 New
MSAM
97
Moloney Securities Asset Management
Missouri
$206K +$213K +6,279 New
UBS Group
98
UBS Group
Switzerland
$161K -$8.53K -252 -5%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$151K +$57.5K +1,699 +58%
ACM
100
Armbruster Capital Management
New York
$146K +$59K +1,742 +64%