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

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$2.97M +$350K +6,755 +14%
SA
127
Shilanski & Associates
Alaska
$2.94M -$837K -16,185 -23%
OPS
128
Orion Portfolio Solutions
Nebraska
$2.94M +$20.9K +403 +0.7%
AFG
129
Affinia Financial Group
Massachusetts
$2.92M -$9.31K -180 -0.3%
APA
130
American Portfolios Advisors
New York
$2.89M +$2.04M +39,357 +257%
AWMS
131
Advocacy Wealth Management Services
Georgia
$2.87M -$362K -7,000 -11%
SA
132
Stewardship Advisors
Pennsylvania
$2.76M -$456K -8,810 -14%
PPA
133
Parametric Portfolio Associates
Washington
$2.7M -$6.67K -129 -0.3%
OPWM
134
Oakwell Private Wealth Management
Texas
$2.69M -$422K -8,153 -14%
AF
135
Aldebaran Financial
$2.57M -$370K -7,150 -13%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$2.54M +$188K +3,640 +8%
CFGF
137
Compass Financial Group (Florida)
Florida
$2.53M -$1.5K -29 -0.1%
Goldman Sachs
138
Goldman Sachs
New York
$2.5M +$761K +14,709 +45%
CI
139
CX Institutional
Indiana
$2.44M -$772K -14,924 -25%
AssetMark Inc
140
AssetMark Inc
California
$2.34M +$523K +10,114 +30%
CWM
141
Cabot Wealth Management
Massachusetts
$2.3M +$154K +2,976 +7%
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M -$37.7K -729 -2%
TCM
143
Towercrest Capital Management
Pennsylvania
$2.05M -$58.3K -1,126 -3%
WFPG
144
Waller Financial Planning Group
Ohio
$2.05M -$175K -3,383 -8%
WCM
145
Wealthcare Capital Management
Virginia
$2.02M -$14.8K -287 -0.7%
NFG
146
Next Financial Group
Texas
$1.96M +$219K +4,240 +13%
SWA
147
Stratos Wealth Advisors
Ohio
$1.94M +$60.7K +1,174 +3%
MFA
148
McClarren Financial Advisors
Pennsylvania
$1.94M -$373K -7,207 -16%
DT
149
Daniels + Tansey
Delaware
$1.92M – – –
BCB
150
Brian C. Broderick
$1.86M – – –