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

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
276
Waller Financial Planning Group
Ohio
$879K +$3.77K +73 +0.5%
AT
277
American Trust
Kentucky
$874K +$103 +2 +0%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$870K -$265K -5,139 -24%
BEC
279
Blue Edge Capital
Virginia
$869K +$722 +14 +0.1%
LFP
280
Leeward Financial Partners
Washington
$857K +$3.25K +63 +0.4%
TF
281
TLWM Financial
Texas
$852K +$2.37K +46 +0.3%
AWM
282
Apollon Wealth Management
South Carolina
$846K +$183K +3,539 +30%
Two Sigma Investments
283
Two Sigma Investments
New York
$841K +$797K +15,454 New
CWM
284
Cornerstone Wealth Management
Missouri
$838K -$80.7K -1,565 -9%
Millennium Management
285
Millennium Management
New York
$814K +$772K +14,955 New
NF
286
Nikulski Financial
Iowa
$813K +$8.05K +156 +1%
PWM
287
Perigon Wealth Management
California
$804K +$310K +6,016 +69%
LSA
288
L & S Advisors
California
$803K -$12.4K -241 -2%
BWP
289
Bernardo Wealth Planning
Pennsylvania
$802K -$25.3K -490 -3%
WS
290
Wedbush Securities
California
$791K -$10.2K -197 -1%
CA
291
Cetera Advisors
Colorado
$786K +$20.3K +393 +3%
Simplex Trading
292
Simplex Trading
Illinois
$770K +$730K +14,145 New
WP
293
WealthSource Partners
California
$766K -$84.7K -1,642 -10%
PWM
294
Prentice Wealth Management
New York
$755K -$270K -5,228 -27%
PWM
295
Penobscot Wealth Management
Maine
$749K +$2.79K +54 +0.4%
MOS
296
MGO One Seven
Ohio
$742K -$77.4K -1,500 -10%
CA
297
Continuum Advisory
Idaho
$727K +$45.7K +886 +7%
Koshinski Asset Management
298
Koshinski Asset Management
Illinois
$724K -$125K -2,426 -15%
TC
299
TownSquare Capital
Utah
$699K +$57.6K +1,116 +10%
JGIA
300
Jackson Grant Investment Advisers
Connecticut
$690K +$8.41K +163 +1%