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

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
351
MBM Wealth Consultants
Missouri
$258K -$11.2K -228 -4%
IGWM
352
ICA Group Wealth Management
Colorado
$258K +$88.4K +1,806 +45%
VIM
353
Vista Investment Management
Pennsylvania
$256K +$8.76K +179 +3%
Two Sigma Investments
354
Two Sigma Investments
New York
$256K +$68.5K +1,400 +32%
JFA
355
JNBA Financial Advisors
Minnesota
$255K +$9.94K +203 +4%
Citadel Advisors
356
Citadel Advisors
Florida
$249K +$277K +5,656 New
WWM
357
WT Wealth Management
Arizona
$248K -$49 -1 -0%
HGWM
358
Horst & Graben Wealth Management
Oregon
$244K +$12.4K +253 +5%
RPGK
359
Retirement Planning Group (Kansas)
Kansas
$240K -$34.1K -697 -11%
CCB
360
Country Club Bank
Missouri
$235K – – –
AAS
361
Avantax Advisory Services
Texas
$234K +$260K +5,311 New
SEEDPG
362
S.E.E.D. Planning Group
New York
$231K +$257K +5,241 New
HWM
363
HB Wealth Management
Georgia
$229K -$6.32K -129 -2%
GCA
364
Gradient Capital Advisors
California
$228K – – –
S
365
SignatureFD
Georgia
$227K -$4.26K -87 -2%
LA
366
Lifeworks Advisors
Michigan
$227K +$233K +4,759 New
FAIM
367
Financial Advocates Investment Management
Washington
$226K -$167K -3,405 -40%
Kayne Anderson Rudnick Investment Management
368
Kayne Anderson Rudnick Investment Management
California
$225K – – –
FWP
369
Falcon Wealth Planning
California
$221K -$42.5K -868 -15%
EVM
370
Eaton Vance Management
Massachusetts
$220K +$30.4K +620 +14%
Cerity Partners
371
Cerity Partners
New York
$218K -$32.6K -665 -12%
MG
372
Mather Group
Illinois
$218K -$10.4K -213 -4%
BAM
373
Baldrige Asset Management
Pennsylvania
$218K – – –
FWM
374
Focused Wealth Management
New York
$217K +$1.37K +28 +0.6%
CPW
375
Catalyst Private Wealth
California
$216K – – –