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

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
251
Clear Harbor Asset Management
Connecticut
$204K +$193K +5,409 New
FWM
252
Focused Wealth Management
New York
$186K +$715 +20 +0.4%
WP
253
WealthShield Partners
North Carolina
$128K +$121K +3,381 New
RBC
254
Roble Belko & Company
Pennsylvania
$112K +$11.7K +328 +12%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$110K -$99.1K -2,770 -49%
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
$104K
BlackRock
257
BlackRock
New York
$103K +$1.86K +52 +2%
FANJ
258
Financial Architects (New Jersey)
New Jersey
$86K
CAN
259
Cetera Advisor Networks
California
$84K +$79.9K +2,235 New
VFA
260
Valeo Financial Advisors
Indiana
$83K +$63.8K +1,785 +436%
MFT
261
Moisand Fitzgerald Tamayo
Florida
$82K +$3.18K +89 +4%
HNB
262
Huntington National Bank
Ohio
$71K
MAM
263
Meeder Asset Management
Ohio
$70K +$66.1K +1,848 New
AA
264
Ancora Advisors
Ohio
$68K
SIS
265
Sound Income Strategies
Florida
$61K -$644 -18 -1%
TPWA
266
TRUE Private Wealth Advisors
Oregon
$49K +$215 +6 +0.5%
TFGT
267
TS Financial Group (TSFG)
Illinois
$43K +$40.5K +1,133 New
MA
268
MUFG Americas
New York
$42K
CL
269
Cabana LLC
Arkansas
$38K +$35.6K +996 New
RE
270
RBC Europe
United Kingdom
$34K
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$30K
CFGS
272
Concourse Financial Group Securities
Alabama
$29K +$27.3K +764 New
SWA
273
Sutton Wealth Advisors
Florida
$28.2K
MIM
274
Macroview Investment Management
Maryland
$25K +$107 +3 +0.5%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$16K -$37K -1,034 -71%