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

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Beacon Financial Group
Texas
$7.81M +$1.26M +25,826 +17%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$7.78M +$864K +17,648 +11%
PFG
78
PAX Financial Group
Texas
$7.69M +$121K +2,469 +1%
PWA
79
Peterson Wealth Advisors
Utah
$7.43M -$250K -5,110 -3%
ST
80
Sentinel Trust
Texas
$7.38M
TB
81
Treynor Bancshares
Iowa
$7.13M +$1.02M +20,775 +15%
JCM
82
Jacobi Capital Management
Pennsylvania
$6.6M +$159K +3,254 +2%
KAS
83
Kestra Advisory Services
Texas
$6.47M +$2.58M +52,678 +56%
UBS Group
84
UBS Group
Switzerland
$6.47M -$3.31M -67,605 -32%
WAM
85
WNY Asset Management
New York
$6.42M +$91.9K +1,877 +1%
EIM
86
Ervin Investment Management
Washington
$6.36M +$203K +4,145 +3%
IRC
87
Investors Research Corp
Georgia
$6.25M +$678K +13,857 +11%
GSC
88
G&S Capital
Colorado
$6.15M +$164K +3,357 +2%
OIA
89
OneDigital Investment Advisors
Kansas
$6.15M +$18.8K +383 +0.3%
CFS
90
Cannon Financial Strategists
Georgia
$6.09M -$271K -5,532 -4%
LFPWM
91
Leicht Financial Planning & Wealth Management
New Jersey
$6.08M +$3.87K +79 +0.1%
MFG
92
Merit Financial Group
Georgia
$6.06M +$11.6K +237 +0.2%
5L
93
55I LLC
Massachusetts
$6.01M -$673K -13,756 -9%
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$5.81M +$633K +12,929 +11%
FIA
95
Foundations Investment Advisors
Arizona
$5.79M -$473K -9,652 -7%
WWM
96
Western Wealth Management
Colorado
$5.67M +$1.42M +29,082 +29%
Creative Planning
97
Creative Planning
Kansas
$5.25M -$611K -12,477 -9%
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$5.14M +$169K +3,458 +3%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$5.03M +$109K +2,223 +2%
IF
100
IRON Financial
Illinois
$4.96M +$159K +3,242 +3%