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

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
451
Washburn Capital Management
Florida
$244K +$228K +4,175 New
GKWIM
452
Gerber Kawasaki Wealth & Investment Management
California
$244K +$874 +16 +0.4%
PGFC
453
Peapack-Gladstone Financial Corp
New Jersey
$243K -$5.46K -100 -2%
MWM
454
Mosley Wealth Management
California
$240K +$224K +4,100 New
OGF
455
Orin Green Financial
California
$239K +$601 +11 +0.3%
DWM
456
Dechtman Wealth Management
Colorado
$238K +$874 +16 +0.4%
RWM
457
Ritholtz Wealth Management
New York
$237K +$222K +4,059 New
PFP
458
Paragon Financial Partners
California
$236K +$655 +12 +0.3%
FMI
459
F/M Investments
District of Columbia
$233K +$1.04K +19 +0.5%
AWM
460
Adams Wealth Management
Utah
$229K -$151K -2,766 -41%
BCMLT
461
Beacon Capital Management LLC (Tennessee)
Tennessee
$226K +$9.66K +177 +4%
Baird Financial Group
462
Baird Financial Group
Wisconsin
$224K +$210K +3,839 New
MWM
463
McNaughton Wealth Management
California
$224K -$10.3K -189 -5%
CHAM
464
Clear Harbor Asset Management
Connecticut
$224K
PMFA
465
Plante Moran Financial Advisors
Michigan
$224K +$83.1K +1,522 +66%
OWA
466
One Wealth Advisors
California
$222K +$207K +3,799 New
RRCM
467
Rappaport Reiches Capital Management
Illinois
$218K -$97.6K -1,788 -32%
LK
468
Lumbard & Kellner
New Hampshire
$216K +$202K +3,692 New
FPCP
469
Fort Point Capital Partners
California
$215K +$201K +3,679 New
NS
470
NBC Securities
Alabama
$212K +$10.9K +200 +6%
GW
471
GW & Wade
Massachusetts
$211K +$197K +3,610 New
FPW
472
Flagship Private Wealth
Massachusetts
$211K +$197K +3,602 New
PVI
473
Pine Valley Investments
New Jersey
$205K +$192K +3,510 New
MWM
474
Meridian Wealth Management
Kentucky
$203K +$190K +3,481 New
SAS
475
SMI Advisory Services
Indiana
$203K +$189K +3,467 New