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

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$12.1M -$3.61M -66,120 -24%
FWI
77
Facet Wealth Inc
Maryland
$11.7M +$198K +3,633 +2%
Truist Financial
78
Truist Financial
North Carolina
$11.5M -$270K -4,952 -2%
IWP
79
IAG Wealth Partners
Wisconsin
$11.4M -$214K -3,919 -2%
Mariner
80
Mariner
Kansas
$11.4M -$8.88M -162,673 -45%
DWM
81
Dogwood Wealth Management
Kansas
$11.1M +$10.4M +190,540 New
MML Investors Services
82
MML Investors Services
Massachusetts
$11M -$1.15M -21,053 -10%
SPA
83
Sentinel Pension Advisors
Massachusetts
$10.7M -$317K -5,809 -3%
SWM
84
Solano Wealth Management
California
$10.7M +$677K +12,391 +7%
TB
85
Treynor Bancshares
Iowa
$10.6M +$703K +12,883 +8%
IWC
86
Integrated Wealth Concepts
Massachusetts
$10.5M -$2.94M -53,910 -23%
CAGAS
87
Capital Advisory Group Advisory Services
Minnesota
$10.4M +$530K +9,701 +6%
BAG
88
Bridgewealth Advisory Group
California
$10.3M -$289K -5,295 -3%
FIA
89
Foundations Investment Advisors
Arizona
$10.2M +$687K +12,587 +8%
WCG
90
Wall Capital Group
Arizona
$10.2M +$482K +8,821 +5%
BFG
91
Beacon Financial Group
Texas
$10M +$2.74M +50,096 +41%
EK
92
Evensky & Katz
Florida
$9.84M -$104K -1,908 -1%
EIM
93
Ervin Investment Management
Washington
$9.69M +$209K +3,821 +2%
LFG
94
Larson Financial Group
Missouri
$9.6M -$226K -4,134 -2%
FEG
95
Financial Enhancement Group
Indiana
$9.48M -$1.81M -33,227 -17%
IRC
96
Investors Research Corp
Georgia
$9.34M -$222K -4,065 -2%
EFN
97
Equita Financial Network
Pennsylvania
$9.08M -$228K -4,171 -3%
IF
98
IRON Financial
Illinois
$8.81M -$384K -7,033 -4%
SPWM
99
Spartan Planning & Wealth Management
North Carolina
$8.54M +$3.14M +57,496 +65%
PFG
100
PAX Financial Group
Texas
$8.4M -$890K -16,294 -11%