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

Name Holding Trade Value Shares
Change
Change in
Stake
FDW
101
Fourth Dimension Wealth
Ohio
$12.6M +$1.17M +16,880 +11%
SPA
102
Sentinel Pension Advisors
Massachusetts
$12.2M -$599K -8,631 -5%
PWA
103
Principia Wealth Advisory
Texas
$12.2M -$1.32M -18,974 -10%
EIM
104
Ervin Investment Management
Washington
$12.2M +$5.91M +85,215 +110%
B
105
Bensler
Washington
$11.5M +$419K +6,040 +4%
XF
106
XML Financial
Maryland
$11.4M +$1.48M +21,306 +16%
EK
107
Evensky & Katz
Florida
$11.4M +$726K +10,456 +7%
GSC
108
G&S Capital
Colorado
$11.4M -$58.4K -842 -0.5%
BL
109
Balentine LLC
Georgia
$11.3M -$271K -3,912 -3%
Goldman Sachs
110
Goldman Sachs
New York
$11.3M +$83.1K +1,197 +0.8%
IRC
111
Investors Research Corp
Georgia
$10.8M -$213K -3,070 -2%
SIAS
112
Summit Investment Advisory Services
Minnesota
$10.8M +$323K +4,651 +3%
RCS
113
Retirement Capital Strategies
California
$10.5M -$2.21M -31,910 -19%
Two Sigma Investments
114
Two Sigma Investments
New York
$10.4M -$1.58M -22,700 -14%
BFG
115
Beacon Financial Group
Texas
$10.2M -$11.5K -166 -0.1%
CFG
116
Cornerstone Financial Group
Nebraska
$10.1M +$131K +1,887 +1%
IF
117
IRON Financial
Illinois
$9.85M -$91.6K -1,320 -1%
FDS
118
Freedom Day Solutions
Texas
$9.49M -$1.44M -20,734 -14%
UBS Group
119
UBS Group
Switzerland
$9.45M +$1.61M +23,240 +23%
WWM
120
Western Wealth Management
Colorado
$9.44M +$282K +4,066 +3%
RFN
121
Redwood Financial Network
Ohio
$9.37M +$148K +2,133 +2%
UCFA
122
United Capital Financial Advisors
Texas
$9M -$1.21M -17,414 -13%
LHC
123
Little House Capital
Massachusetts
$8.92M +$386K +5,567 +5%
GRP
124
Global Retirement Partners
California
$8.91M +$8.26M +118,999 New
IFG
125
Independent Financial Group
California
$8.73M +$805K +11,593 +11%