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

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
401
Perfromance Wealth Partners
Illinois
$204K
BCMLT
402
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K +$201K +3,663 New
SFPM
403
Sensible Financial Planning & Management
Massachusetts
$202K -$9.87K -180 -5%
PGWM
404
Parisi Gray Wealth Management
New Jersey
$202K +$1.75K +32 +0.9%
HIP
405
HUB Investment Partners
Texas
$201K +$110 +2 +0.1%
CTA
406
Colonial Trust Advisors
South Carolina
$200K
MPCG
407
Matrix Private Capital Group
New York
$197K
BHWM
408
Bay Harbor Wealth Management
Maryland
$190K +$5.04K +92 +3%
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$175K +$143K +2,615 +494%
HWMA
410
Heritage Wealth Management (Arizona)
Arizona
$140K +$138K +2,512 New
FAG
411
Fortitude Advisory Group
Washington
$136K
WA
412
Win Advisors
Florida
$131K -$11.3M -205,644 -99%
AA
413
Ancora Advisors
Ohio
$126K -$17.3K -316 -12%
CIAS
414
Capital Investment Advisory Services
North Carolina
$85K +$4.77K +87 +6%
CFD
415
Creative Financial Designs
Indiana
$78K +$3.45K +63 +5%
PFS
416
Prospera Financial Services
Texas
$75K +$73.5K +1,341 New
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$71K -$188K -3,434 -73%
SWM
418
Selective Wealth Management
Virginia
$71K
FFA
419
Freedman Financial Associates
Massachusetts
$71K +$12.8K +233 +23%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$67K
JP Morgan Chase
421
JP Morgan Chase
New York
$58K +$57K +1,040 New
MAM
422
Meeder Asset Management
Ohio
$51K +$50.5K +921 New
RE
423
RBC Europe
United Kingdom
$50K
PA
424
PSI Advisors
Florida
$49K -$42.6K -777 -47%
EWM
425
EPG Wealth Management
Georgia
$49K +$24.2K +442 +100%