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

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
401
Focused Wealth Management
New York
$234K +$1.33K +28 +0.6%
CPW
402
Catalyst Private Wealth
California
$231K
FNBOO
403
First National Bank of Omaha
Nebraska
$229K
GWS
404
Glassman Wealth Services
Virginia
$229K -$69.7K -1,468 -23%
DC
405
Darrow Company
Massachusetts
$227K +$228K +4,804 New
WBCM
406
Wilson & Boucher Capital Management
California
$227K
FAIM
407
Financial Advocates Investment Management
Washington
$225K -$17.2K -361 -7%
LA
408
Lifeworks Advisors
Michigan
$224K -$570 -12 -0.3%
RCM
409
Raleigh Capital Management
North Carolina
$224K -$364K -7,656 -62%
BFA
410
Beaumont Financial Advisors
Massachusetts
$222K
CWM
411
Catalyst Wealth Management
Georgia
$210K +$211K +4,439 New
HWMA
412
Heritage Wealth Management (Arizona)
Arizona
$204K +$103K +2,160 +100%
FWA
413
FSM Wealth Advisors
Ohio
$203K +$204K +4,292 New
OWA
414
One Wealth Advisors
California
$200K -$20.8K -437 -9%
BCMLT
415
Beacon Capital Management LLC (Tennessee)
Tennessee
$194K +$4.94K +104 +3%
PWMG
416
Prestige Wealth Management Group
New Jersey
$183K -$37.8K -795 -17%
LK
417
Lumbard & Kellner
New Hampshire
$175K +$175K +3,692 New
CTA
418
Colonial Trust Advisors
South Carolina
$170K +$171K +3,600 New
MPCG
419
Matrix Private Capital Group
New York
$168K
Simplex Trading
420
Simplex Trading
Illinois
$140K +$141K +2,964 New
CWM
421
Compass Wealth Management
Connecticut
$136K +$137K +2,883 New
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$118K
PMFA
423
Plante Moran Financial Advisors
Michigan
$115K +$523 +11 +0.5%
AA
424
Ancora Advisors
Ohio
$107K +$48 +1 +0%
APC
425
Aspire Private Capital
North Carolina
$97.8K -$36.2K -761 -27%