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

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Focused Wealth Management
New York
$257K +$1.09K +20 +0.4%
NL
327
Navalign LLC
California
$251K -$51.1K -939 -17%
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$250K +$51.3K +943 +25%
PG
329
Patten Group
Tennessee
$250K +$256K +4,709 New
OWA
330
One Wealth Advisors
California
$249K – – –
AIC
331
Ameritas Investment Company
Nebraska
$249K +$161K +2,957 +170%
BFA
332
Beaumont Financial Advisors
Massachusetts
$249K +$256K +4,697 New
HighTower Advisors
333
HighTower Advisors
Illinois
$247K -$762 -14 -0.3%
OGF
334
Orin Green Financial
California
$247K – – –
CB
335
Commerce Bank
Missouri
$245K – – –
CPWA
336
Cerro Pacific Wealth Advisors
California
$237K – – –
RM
337
Resource Management
Louisiana
$236K – – –
RWA
338
Redhawk Wealth Advisors
Minnesota
$231K – – –
HGWM
339
Horst & Graben Wealth Management
Oregon
$230K +$25.8K +474 +12%
BFA
340
Beacon Financial Advisory
Ohio
$228K +$381 +7 +0.2%
HIP
341
HUB Investment Partners
Texas
$221K +$218 +4 +0.1%
BPA
342
Beacon Pointe Advisors
California
$220K – – –
GW
343
GW & Wade
Massachusetts
$210K – – –
HWMA
344
Heritage Wealth Management (Arizona)
Arizona
$207K -$46.6K -856 -18%
SFPM
345
Sensible Financial Planning & Management
Massachusetts
$201K +$207K +3,797 New
OWM
346
Opes Wealth Management
California
$200K -$9.63K -177 -4%
FWP
347
Falcon Wealth Planning
California
$200K +$206K +3,782 New
BHWM
348
Bay Harbor Wealth Management
Maryland
$193K -$31.5K -579 -14%
MPCG
349
Matrix Private Capital Group
New York
$188K – – –
AA
350
Ancora Advisors
Ohio
$137K -$218 -4 -0.2%