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

Name Holding Trade Value Shares
Change
Change in
Stake
WWS
226
Wellington Wealth Strategies
Indiana
$1.78M +$1.73M +25,688 New
BCM
227
Brookstone Capital Management
Illinois
$1.77M +$105K +1,549 +7%
JSW
228
Journey Strategic Wealth
New Jersey
$1.77M +$1.71M +25,286 New
SPC
229
Sigma Planning Corp
Michigan
$1.76M -$41.9K -621 -2%
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$1.76M -$199K -2,948 -10%
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.73M +$77K +1,140 +5%
PWM
232
Perigon Wealth Management
California
$1.68M -$20.4K -302 -1%
SWM
233
Seaside Wealth Management
California
$1.64M
CPIG
234
Chicago Partners Investment Group
Illinois
$1.6M -$21.7K -322 -1%
GM
235
GeoWealth Management
Illinois
$1.6M +$727K +10,760 +90%
PCA
236
Prosperity Capital Advisors
Ohio
$1.59M -$14.9K -221 -1%
AWMG
237
Alliance Wealth Management Group
New Jersey
$1.58M -$24.6K -365 -2%
Stifel Financial
238
Stifel Financial
Missouri
$1.55M -$291K -4,313 -16%
WP
239
WealthPLAN Partners
Nebraska
$1.51M -$435K -6,440 -23%
MFA
240
Morling Financial Advisors
California
$1.5M -$12.6K -187 -0.9%
FWM
241
FMA Wealth Management
Massachusetts
$1.5M +$60.1K +890 +4%
CGFA
242
Colton Groome Financial Advisors
North Carolina
$1.49M +$35.5K +526 +3%
SCP
243
Stevens Capital Partners
Nebraska
$1.48M +$7.09K +105 +0.5%
SA
244
SpiderRock Advisors
Delaware
$1.48M +$347K +5,134 +32%
SFG
245
Sunburst Financial Group
Alabama
$1.48M
EWA
246
EP Wealth Advisors
California
$1.47M -$32.3K -479 -2%
ACM
247
Advance Capital Management
Michigan
$1.47M -$15.9K -235 -1%
FWM
248
FSA Wealth Management
Massachusetts
$1.46M +$1.41M +20,833 New
LWM
249
LJI Wealth Management
Indiana
$1.45M -$49.1K -727 -3%
WCWM
250
Wooster Corthell Wealth Management
Connecticut
$1.45M -$37.1K -550 -3%