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

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Capital Investment Advisors
Georgia
$319K
PWM
302
Perigon Wealth Management
California
$319K
JPG
303
Jordan Park Group
California
$318K -$195K -3,580 -37%
SIM
304
Sadoff Investment Management
Wisconsin
$318K
TFS
305
TrustCore Financial Services
Tennessee
$318K
ARC
306
Advisor Resource Council
Texas
$315K -$12.5M -229,170 -97%
Principal Financial Group
307
Principal Financial Group
Iowa
$311K -$255K -4,681 -44%
FC
308
Fusion Capital
South Carolina
$309K -$10.6K -195 -3%
FGAM
309
Financial Gravity Asset Management
Texas
$304K -$232K -4,265 -43%
CAAS
310
Capital Asset Advisory Services
Michigan
$303K -$229K -4,208 -42%
CCP
311
Clarkston Capital Partners
Michigan
$300K +$308K +5,656 New
RBC
312
Roble Belko & Company
Pennsylvania
$299K
CHAM
313
Clear Harbor Asset Management
Connecticut
$292K
ACM
314
Armbruster Capital Management
New York
$290K +$5.17K +95 +2%
AWA
315
Alta Wealth Advisors
Massachusetts
$287K +$52.7K +968 +22%
APC
316
Aspire Private Capital
North Carolina
$286K -$154K -2,836 -34%
CCT
317
Country Club Trust
Missouri
$282K
PWMG
318
Prestige Wealth Management Group
New Jersey
$278K -$14.8K -272 -5%
S
319
SignatureFD
Georgia
$273K
Kayne Anderson Rudnick Investment Management
320
Kayne Anderson Rudnick Investment Management
California
$270K +$278K +5,106 New
GCA
321
Gradient Capital Advisors
California
$269K
BAM
322
Baldrige Asset Management
Pennsylvania
$262K
TFA
323
Teamwork Financial Advisors
Texas
$259K -$10.2K -188 -4%
CPW
324
Catalyst Private Wealth
California
$259K
FWM
325
Focused Wealth Management
New York
$257K +$1.09K +20 +0.4%