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

Name Holding Trade Value Shares
Change
Change in
Stake
BP
351
BCK Partners
New York
$361K -$21.8K -386 -6%
RPGK
352
Retirement Planning Group (Kansas)
Kansas
$357K +$736 +13 +0.2%
PWM
353
Perigon Wealth Management
California
$352K – – –
TFS
354
TrustCore Financial Services
Tennessee
$351K – – –
FC
355
Fusion Capital
South Carolina
$349K +$7.81K +138 +2%
AIA
356
Acute Investment Advisory
Arizona
$346K +$335K +5,915 New
CIA
357
Capital Investment Advisors
Georgia
$345K -$6.22K -110 -2%
ACM
358
Armbruster Capital Management
New York
$331K +$11K +194 +4%
CHAM
359
Clear Harbor Asset Management
Connecticut
$322K – – –
AAS
360
Ameritas Advisory Services
Nebraska
$319K +$309K +5,453 New
JPG
361
Jordan Park Group
California
$315K -$34.7K -614 -10%
MSCM
362
McElhenny Sheffield Capital Management
Texas
$312K +$302K +5,339 New
WI
363
WrapManager Inc
California
$309K +$299K +5,290 New
CCT
364
Country Club Trust
Missouri
$308K – – –
PWMG
365
Prestige Wealth Management Group
New Jersey
$302K -$3.96K -70 -1%
GCA
366
Gradient Capital Advisors
California
$302K +$5.09K +90 +2%
S
367
SignatureFD
Georgia
$301K – – –
CAAS
368
Capital Asset Advisory Services
Michigan
$298K -$35.7K -630 -11%
Kayne Anderson Rudnick Investment Management
369
Kayne Anderson Rudnick Investment Management
California
$298K – – –
CPWA
370
Cerro Pacific Wealth Advisors
California
$298K +$36K +636 +14%
GWANC
371
Guardian Wealth Advisors (North Carolina)
North Carolina
$298K +$289K +5,103 New
HWM
372
HB Wealth Management
Georgia
$296K +$286K +5,056 New
APC
373
Aspire Private Capital
North Carolina
$295K -$19.5K -345 -6%
PFP
374
Paragon Financial Partners
California
$295K +$285K +5,040 New
FNBOO
375
First National Bank of Omaha
Nebraska
$295K +$286K +5,051 New