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

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
76
IAG Wealth Partners
Wisconsin
$10.2M -$694K -12,267 -7%
PFG
77
PAX Financial Group
Texas
$9.77M +$185K +3,266 +2%
GM
78
GeoWealth Management
Illinois
$9.51M +$451K +7,964 +5%
MIAN
79
Mariner Independent Advisor Network
Kansas
$9.36M +$1.45M +25,626 +19%
SWM
80
SFG Wealth Management
Maryland
$9.29M +$9M +158,970 New
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$9.16M -$1.47M -26,033 -14%
K
82
Kemper
Illinois
$9.04M -$6.64M -117,366 -43%
5L
83
55I LLC
Massachusetts
$8.86M +$760K +13,427 +10%
CFS
84
Cannon Financial Strategists
Georgia
$8.51M -$332K -5,869 -4%
UBS Group
85
UBS Group
Switzerland
$8.31M +$238K +4,212 +3%
IHWM
86
Iron Horse Wealth Management
Iowa
$8.14M -$95.2K -1,683 -1%
MA
87
MJP Associates
Connecticut
$8.04M +$138K +2,443 +2%
Creative Planning
88
Creative Planning
Kansas
$8M -$830K -14,666 -10%
OIA
89
OneDigital Investment Advisors
Kansas
$7.93M +$692K +12,222 +10%
VA
90
Valmark Advisers
Ohio
$7.86M +$876K +15,480 +13%
EIM
91
Ervin Investment Management
Washington
$7.72M +$7.47M +132,056 New
GSC
92
G&S Capital
Colorado
$7.43M +$102K +1,801 +1%
GWM
93
Geneos Wealth Management
Colorado
$7.4M +$1.29M +22,716 +22%
WAM
94
WNY Asset Management
New York
$7.36M -$38.5K -680 -0.5%
FIA
95
Foundations Investment Advisors
Arizona
$7.07M +$501K +8,845 +8%
TB
96
Treynor Bancshares
Iowa
$7.03M +$6.8M +120,215 New
SC
97
Savant Capital
Illinois
$6.94M -$621K -10,976 -8%
BAM
98
Belpointe Asset Management
Nevada
$6.79M -$560K -9,904 -8%
VAG
99
VisionPoint Advisory Group
Texas
$6.62M +$2.8M +49,548 +70%
TWA
100
Tillar-Wenstrup Advisors
Ohio
$6.55M +$133K +2,354 +2%