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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
101
Creative Planning
Kansas
$8.37M +$1.88M +34,447 +32%
GSC
102
G&S Capital
Colorado
$8.24M +$216K +3,964 +3%
AWA
103
Arete Wealth Advisors
Illinois
$8.21M +$7.67M +140,458 New
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$8.15M -$2.13M -38,921 -22%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$8.14M -$458K -8,388 -6%
JP Morgan Chase
106
JP Morgan Chase
New York
$8.05M -$194K -3,559 -3%
PIA
107
Perennial Investment Advisors
California
$8.04M -$381K -6,974 -5%
ST
108
Sentinel Trust
Texas
$7.89M – – –
FDS
109
Freedom Day Solutions
Texas
$7.76M +$247K +4,528 +4%
CFS
110
Cannon Financial Strategists
Georgia
$7.65M +$84.5K +1,547 +1%
SIAS
111
Summit Investment Advisory Services
Minnesota
$7.64M +$235K +4,299 +3%
CAL
112
Capital Analysts LLC
Pennsylvania
$7.63M +$705K +12,910 +11%
IF
113
Intrua Financial
Texas
$7.3M +$2.43M +44,567 +55%
KAS
114
Kestra Advisory Services
Texas
$7.15M +$203K +3,710 +3%
IWM
115
IHT Wealth Management
Illinois
$6.97M -$6.77K -124 -0.1%
UBS Group
116
UBS Group
Switzerland
$6.66M -$3.71M -67,872 -37%
SWM
117
SFG Wealth Management
Maryland
$6.54M +$165K +3,022 +3%
PWA
118
Peterson Wealth Advisors
Utah
$6.5M -$982K -17,977 -14%
FMP
119
Financial Management Professionals
Texas
$6.35M +$64.2K +1,175 +1%
IFG
120
Independent Financial Group
California
$6.21M -$26.6K -488 -0.5%
KW
121
KWB Wealth
California
$6.07M +$2.49M +45,567 +78%
B
122
Bensler
Washington
$5.94M +$363K +6,647 +7%
MA
123
Mutual Advisors
Nebraska
$5.84M -$292K -5,339 -5%
FHA
124
Flagship Harbor Advisors
Massachusetts
$5.82M +$410K +7,503 +8%
TWP
125
Tempus Wealth Planning
California
$5.68M -$286K -5,232 -5%