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

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$352K
TFS
352
TrustCore Financial Services
Tennessee
$351K
FC
353
Fusion Capital
South Carolina
$349K +$7.81K +138 +2%
AIA
354
Acute Investment Advisory
Arizona
$346K +$335K +5,915 New
CIA
355
Capital Investment Advisors
Georgia
$345K -$6.22K -110 -2%
ACM
356
Armbruster Capital Management
New York
$331K +$11K +194 +4%
CHAM
357
Clear Harbor Asset Management
Connecticut
$322K
AAS
358
Ameritas Advisory Services
Nebraska
$319K +$309K +5,453 New
JPG
359
Jordan Park Group
California
$315K -$34.7K -614 -10%
MSCM
360
McElhenny Sheffield Capital Management
Texas
$312K +$302K +5,339 New
WI
361
WrapManager Inc
California
$309K +$299K +5,290 New
CCT
362
Country Club Trust
Missouri
$308K
PWMG
363
Prestige Wealth Management Group
New Jersey
$302K -$3.96K -70 -1%
GCA
364
Gradient Capital Advisors
California
$302K +$5.09K +90 +2%
S
365
SignatureFD
Georgia
$301K
CAAS
366
Capital Asset Advisory Services
Michigan
$298K -$35.7K -630 -11%
Kayne Anderson Rudnick Investment Management
367
Kayne Anderson Rudnick Investment Management
California
$298K
CPWA
368
Cerro Pacific Wealth Advisors
California
$298K +$36K +636 +14%
GWANC
369
Guardian Wealth Advisors (North Carolina)
North Carolina
$298K +$289K +5,103 New
HWM
370
HB Wealth Management
Georgia
$296K +$286K +5,056 New
APC
371
Aspire Private Capital
North Carolina
$295K -$19.5K -345 -6%
PFP
372
Paragon Financial Partners
California
$295K +$285K +5,040 New
FNBOO
373
First National Bank of Omaha
Nebraska
$295K +$286K +5,051 New
BAM
374
Baldrige Asset Management
Pennsylvania
$290K
CPW
375
Catalyst Private Wealth
California
$286K