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

Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
451
TIAA Trust, National Association
North Carolina
$277K
LHC
452
Little House Capital
Massachusetts
$274K -$4.49M -73,517 -95%
GKWIM
453
Gerber Kawasaki Wealth & Investment Management
California
$268K +$793 +13 +0.3%
WCM
454
Washburn Capital Management
Florida
$268K
DWM
455
Dechtman Wealth Management
Colorado
$263K +$854 +14 +0.3%
OGF
456
Orin Green Financial
California
$263K -$250K -4,096 Closed
TPWA
457
TRUE Private Wealth Advisors
Oregon
$261K -$156K -2,562 -39%
PFP
458
Paragon Financial Partners
California
$259K +$610 +10 +0.2%
MCM
459
MAI Capital Management
Ohio
$258K +$246K +4,029 New
MWM
460
Mosley Wealth Management
California
$256K -$6.47K -106 -3%
FMI
461
F/M Investments
District of Columbia
$256K
TFGT
462
TS Financial Group (TSFG)
Illinois
$252K -$215K -3,528 -47%
PGFC
463
Peapack-Gladstone Financial Corp
New Jersey
$250K -$15.3K -250 -6%
FTUS
464
Flow Traders U.S.
New York
$249K +$237K +3,887 New
Baird Financial Group
465
Baird Financial Group
Wisconsin
$246K
CHAM
466
Clear Harbor Asset Management
Connecticut
$245K -$793 -13 -0.3%
OWA
467
One Wealth Advisors
California
$244K
LWMM
468
Legacy Wealth Management (Mississippi)
Mississippi
$243K +$231K +3,781 New
RPA
469
Rock Point Advisors
Vermont
$241K +$229K +3,750 New
OAM
470
Occidental Asset Management
California
$239K +$227K +3,728 New
Empower Advisory Group
471
Empower Advisory Group
Colorado
$237K +$226K +3,701 New
MWM
472
McNaughton Wealth Management
California
$237K -$8.66K -142 -4%
LK
473
Lumbard & Kellner
New Hampshire
$237K
FPCP
474
Fort Point Capital Partners
California
$236K
FWM
475
Fortress Wealth Management
California
$230K +$219K +3,592 New