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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
151
United Capital Financial Advisors
Texas
$8.57M -$302K -3,426 -4%
ASN
152
Advisory Services Network
Georgia
$8.31M -$161K -1,834 -2%
AI
153
Atria Investments
North Carolina
$8.11M +$745K +8,471 +10%
IWC
154
Integrated Wealth Concepts
Massachusetts
$7.88M +$2.7M +30,644 +55%
TBF
155
True Blue Financial
Michigan
$7.87M +$311K +3,534 +4%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$7.73M +$256K +2,905 +4%
CGPCS
157
Capital Group Private Client Services
California
$7.71M
RC
158
Roundview Capital
New Jersey
$7.71M +$563K +6,399 +8%
WAAG
159
Wealth Alliance Advisory Group
Kansas
$7.58M -$147K -1,672 -2%
SWM
160
SFG Wealth Management
Maryland
$7.56M -$255K -2,892 -3%
PWG
161
Private Wealth Group
Florida
$7.55M -$392K -4,449 -5%
MA
162
Mutual Advisors
Nebraska
$7.46M -$323K -3,672 -4%
FHA
163
Flagship Harbor Advisors
Massachusetts
$7.33M +$162K +1,838 +2%
DWA
164
Delap Wealth Advisory
Oregon
$7.26M -$120K -1,359 -2%
VT
165
Vise Technologies
New York
$7.17M +$3.09M +35,102 +80%
SI
166
Seeds Investor
New York
$7.15M +$4.74M +53,831 +216%
SSWM
167
Sheets Smith Wealth Management
North Carolina
$7.07M +$1.34M +15,260 +24%
ICMP
168
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.02M -$596K -6,775 -8%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$6.95M +$821K +9,328 +14%
BMWS
170
Brady Martz Wealth Solutions
North Dakota
$6.91M
KAS
171
Kestra Advisory Services
Texas
$6.84M -$1.26M -14,374 -16%
HighTower Advisors
172
HighTower Advisors
Illinois
$6.79M -$153K -1,744 -2%
CSP
173
Cary Street Partners
Virginia
$6.69M -$87.4K -993 -1%
PFG
174
PAX Financial Group
Texas
$6.45M -$266K -3,026 -4%
VAF
175
Values Added Financial
District of Columbia
$6.17M -$55.8K -634 -0.9%