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

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
326
Alta Wealth Advisors
Massachusetts
$236K +$230K +4,454 New
CPWA
327
Cerro Pacific Wealth Advisors
California
$236K +$231K +4,464 New
RWA
328
Redhawk Wealth Advisors
Minnesota
$230K +$225K +4,350 New
BFA
329
Beacon Financial Advisory
Ohio
$227K -$18.7K -362 -8%
BG
330
Benedetti & Gucer
Georgia
$227K +$218K +4,222 +6%
AIC
331
Ameritas Investment Company
Nebraska
$226K -$5.5M -106,243 -98%
BHWM
332
Bay Harbor Wealth Management
Maryland
$223K -$148K -2,859 -40%
Northern Trust
333
Northern Trust
Illinois
$221K +$216K +4,175 New
HIP
334
HUB Investment Partners
Texas
$220K -$3.05K -59 -1%
BPA
335
Beacon Pointe Advisors
California
$220K
GW
336
GW & Wade
Massachusetts
$210K -$5.49K -106 -3%
OWM
337
Opes Wealth Management
California
$210K +$205K +3,960 New
HGWM
338
Horst & Graben Wealth Management
Oregon
$204K -$517K -9,994 -72%
LK
339
Lumbard & Kellner
New Hampshire
$202K +$197K +3,811 New
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$200K
FPW
341
Flagship Private Wealth
Massachusetts
$191K +$259 +5 +0.1%
FFG
342
Ford Financial Group
California
$189K +$185K +3,573 New
MPCG
343
Matrix Private Capital Group
New York
$188K
PGWM
344
Parisi Gray Wealth Management
New Jersey
$181K +$177K +3,416 New
BlackRock
345
BlackRock
New York
$180K -$8.59K -166 -5%
AA
346
Ancora Advisors
Ohio
$137K +$27.6K +533 +26%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$118K
IA
348
IFP Advisors
Florida
$102K -$61.6K -1,190 -38%
MFT
349
Moisand Fitzgerald Tamayo
Florida
$94K -$4.4K -85 -5%
TWM
350
Tradition Wealth Management
Minnesota
$79K