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

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
401
Opes Wealth Management
California
$218K -$3.17K -56 -1%
PWP
402
Perfromance Wealth Partners
Illinois
$215K +$208K +3,679 New
HIP
403
HUB Investment Partners
Texas
$212K -$30.7K -543 -13%
PGWM
404
Parisi Gray Wealth Management
New Jersey
$211K +$204K +3,609 New
CTA
405
Colonial Trust Advisors
South Carolina
$210K +$204K +3,600 New
FPW
406
Flagship Private Wealth
Massachusetts
$209K +$202K +3,569 New
FNBOMD
407
First National Bank of Mount Dora
Florida
$209K +$202K +3,573 New
MPCG
408
Matrix Private Capital Group
New York
$207K
LK
409
Lumbard & Kellner
New Hampshire
$207K +$204K +3,613 New
LW
410
Linscomb Wealth
Texas
$203K +$196K +3,471 New
BHWM
411
Bay Harbor Wealth Management
Maryland
$183K -$17.6K -311 -9%
SAM
412
Strategic Asset Management
Minnesota
$156K +$11.3K +199 +8%
AA
413
Ancora Advisors
Ohio
$151K
FAG
414
Fortitude Advisory Group
Washington
$143K +$138K +2,447 New
EVM
415
Eaton Vance Management
Massachusetts
$134K +$73.3K +1,295 +130%
IA
416
IFP Advisors
Florida
$127K +$6.34K +112 +6%
PA
417
PSI Advisors
Florida
$96K -$381K -6,741 -80%
CIAS
418
Capital Investment Advisory Services
North Carolina
$85K +$27.2K +481 +50%
TWM
419
Tradition Wealth Management
Minnesota
$83K -$1.81K -32 -2%
RPCONE
420
Retirement Planning Company of New England
Rhode Island
$82K +$79.4K +1,403 New
CFD
421
Creative Financial Designs
Indiana
$78K +$8.26K +146 +12%
SWM
422
Selective Wealth Management
Virginia
$75K +$42.9K +758 +145%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$70K
TLFA
424
True Link Financial Advisors
California
$63K -$1.7K -30 -3%
FFA
425
Freedman Financial Associates
Massachusetts
$60K