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

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
451
Trust Company of Vermont
Vermont
$7K +$7.19K +127 New
FRA
452
Front Row Advisors
California
$6K
OCM
453
Orion Capital Management
California
$5K
GEA
454
Glen Eagle Advisors
New Jersey
$4.97K
SPIA
455
Steward Partners Investment Advisory
New York
$4K -$1.75K -31 -30%
TWA
456
TCI Wealth Advisors
Arizona
$4K
KFS
457
Kelly Financial Services
Massachusetts
$3.86K +$3.73K +66 New
SIS
458
Sound Income Strategies
Florida
$3K
FHC
459
First Heartland Consultants
Missouri
$2.18K -$31.7K -561 -1%
HFS
460
Hantz Financial Services
Michigan
$2K +$2.32K +41 New
WIM
461
Westside Investment Management
California
$1.56K +$12.2K +216 +0.8%
BBHC
462
Brown Brothers Harriman & Co
New York
$986
FGAM
463
Financial Gravity Asset Management
Texas
$401 +$101K +1,793 +31%
FFG
464
Ford Financial Group
California
$208 +$202K +3,564 New
PPA
465
Parametric Portfolio Associates
Washington
-$2.69M -50,788 Closed
Goldman Sachs
466
Goldman Sachs
New York
-$2.53M -47,733 Closed
NAG
467
Northstar Advisory Group
New Jersey
-$1.29M -24,290 Closed
GRP
468
Global Retirement Partners
California
-$1.12M -21,056 Closed
BRWA
469
B. Riley Wealth Advisors
Florida
-$508K -9,585 Closed
CCP
470
Clarkston Capital Partners
Michigan
-$300K -5,656 Closed
NL
471
Navalign LLC
California
-$251K -4,739 Closed
CG
472
Cutler Group
California
-$137K -2,415 Closed
LWM
473
Liberty Wealth Management
California
-$40K -762 Closed
KIG
474
Kowal Investment Group
Wisconsin
-$31K -590 Closed
MAM
475
Meeder Asset Management
Ohio
-$17K -313 Closed