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

Name Holding Trade Value Shares
Change
Change in
Stake
WFWM
76
Wechter Feldman Wealth Management
New Jersey
$2.31M +$57.2K +1,597 +3%
Creative Planning
77
Creative Planning
Kansas
$2.24M +$296K +8,270 +16%
BBHC
78
Brown Brothers Harriman & Co
New York
$1.97M
WCM
79
Wealthcare Capital Management
Virginia
$1.96M -$15.2K -425 -0.8%
VBFP
80
Valtinson Bruner Financial Planning
Minnesota
$1.96M -$126K -3,513 -6%
WS
81
Wedbush Securities
California
$1.94M +$882K +24,613 +86%
AW
82
ACG Wealth
Georgia
$1.9M -$118K -3,286 -6%
CFGF
83
Compass Financial Group (Florida)
Florida
$1.89M +$13.4K +373 +0.7%
TCM
84
Towercrest Capital Management
Pennsylvania
$1.82M +$284K +7,917 +19%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$1.81M +$104K +2,903 +6%
CAGAS
86
Capital Advisory Group Advisory Services
Minnesota
$1.81M +$187K +5,222 +12%
Principal Financial Group
87
Principal Financial Group
Iowa
$1.8M -$1.28M -35,720 -42%
AWMG
88
Alliance Wealth Management Group
New Jersey
$1.79M +$250K +6,974 +17%
MWC
89
MBM Wealth Consultants
Missouri
$1.78M +$267K +7,455 +18%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$1.75M +$96.3K +2,687 +6%
GWM
91
Geneos Wealth Management
Colorado
$1.71M +$340K +9,484 +25%
BCB
92
Brian C. Broderick
$1.64M
TC
93
TownSquare Capital
Utah
$1.6M -$2.35M -65,553 -60%
JSL
94
JT Stratford LLC
Georgia
$1.57M +$51.4K +1,434 +3%
DIP
95
DT Investment Partners
Pennsylvania
$1.52M -$33.1K -925 -2%
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
$1.34M +$251K +7,017 +24%
DSN
97
D. Scott Neal
Kentucky
$1.33M +$16.1K +450 +1%
CPO
98
Cerity Partners OCIO
New York
$1.32M -$79K -2,205 -6%
AF
99
Aldebaran Financial
$1.32M +$204K +5,706 +19%
GBBWRPM
100
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.31M +$444K +12,380 +52%