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

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
126
LVM Capital Management
Michigan
$3.14M +$78.6K +1,606 +2%
ASN
127
Advisory Services Network
Georgia
$3.11M +$25.4K +519 +0.7%
AWA
128
ARQ Wealth Advisors
Arizona
$3.07M +$112K +2,281 +3%
IWC
129
Integrated Wealth Concepts
Massachusetts
$3.03M +$953K +19,459 +40%
DWM
130
Doyle Wealth Management
Florida
$2.94M -$115K -2,353 -3%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$2.93M -$522K -10,668 -14%
BG
132
Benedetti & Gucer
Georgia
$2.87M
CA
133
CGN Advisors
Kansas
$2.85M +$122K +2,499 +4%
CWM
134
Collaborative Wealth Management
Florida
$2.76M +$1.6M +32,593 +109%
ECM
135
Exchange Capital Management
Michigan
$2.68M +$454K +9,271 +18%
RC
136
Roundview Capital
New Jersey
$2.67M +$212K +4,333 +8%
NAS
137
Nicolet Advisory Services
Wisconsin
$2.63M -$393K -8,033 -12%
OWA
138
Outlook Wealth Advisors
Texas
$2.61M -$123K -2,508 -4%
JSL
139
JT Stratford LLC
Georgia
$2.54M +$78.2K +1,597 +3%
AWMS
140
Advocacy Wealth Management Services
Georgia
$2.52M
ACK
141
Andrew C. Karlinski
$2.51M -$832K -16,985 -23%
AR
142
Apeiron RIA
Texas
$2.51M -$17.2K -352 -0.6%
TWP
143
Tempus Wealth Planning
California
$2.51M +$2.25M +45,911 +420%
OPS
144
Orion Portfolio Solutions
Nebraska
$2.36M -$215K -4,390 -8%
WWM
145
Wiser Wealth Management
Georgia
$2.33M -$7.88K -161 -0.3%
CWM
146
Cabot Wealth Management
Massachusetts
$2.33M +$112K +2,283 +5%
CAL
147
Capital Analysts LLC
Pennsylvania
$2.32M +$1.64M +33,396 +173%
AWS
148
Atria Wealth Solutions
New York
$2.28M +$222K +4,535 +10%
Bank of New York Mellon
149
Bank of New York Mellon
New York
$2.15M -$108K -2,208 -4%
M&T Bank
150
M&T Bank
New York
$2.12M -$82.5K -1,685 -3%