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

Name Holding Trade Value Shares
Change
Change in
Stake
NL
326
Navalign LLC
California
$251K -$51.1K -939 -17%
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$250K +$51.3K +943 +25%
PG
328
Patten Group
Tennessee
$250K +$256K +4,709 New
OWA
329
One Wealth Advisors
California
$249K
AIC
330
Ameritas Investment Company
Nebraska
$249K +$161K +2,957 +170%
BFA
331
Beaumont Financial Advisors
Massachusetts
$249K +$256K +4,697 New
HighTower Advisors
332
HighTower Advisors
Illinois
$247K -$762 -14 -0.3%
OGF
333
Orin Green Financial
California
$247K
CB
334
Commerce Bank
Missouri
$245K
CPWA
335
Cerro Pacific Wealth Advisors
California
$237K
RM
336
Resource Management
Louisiana
$236K
RWA
337
Redhawk Wealth Advisors
Minnesota
$231K
HGWM
338
Horst & Graben Wealth Management
Oregon
$230K +$25.8K +474 +12%
BFA
339
Beacon Financial Advisory
Ohio
$228K +$381 +7 +0.2%
HIP
340
HUB Investment Partners
Texas
$221K +$218 +4 +0.1%
BPA
341
Beacon Pointe Advisors
California
$220K
GW
342
GW & Wade
Massachusetts
$210K
HWMA
343
Heritage Wealth Management (Arizona)
Arizona
$207K -$46.6K -856 -18%
SFPM
344
Sensible Financial Planning & Management
Massachusetts
$201K +$207K +3,797 New
OWM
345
Opes Wealth Management
California
$200K -$9.63K -177 -4%
FWP
346
Falcon Wealth Planning
California
$200K +$206K +3,782 New
BHWM
347
Bay Harbor Wealth Management
Maryland
$193K -$31.5K -579 -14%
MPCG
348
Matrix Private Capital Group
New York
$188K
AA
349
Ancora Advisors
Ohio
$137K -$218 -4 -0.2%
SAM
350
Strategic Asset Management
Minnesota
$134K +$134K +2,468 New