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

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
451
Peapack-Gladstone Financial Corp
New Jersey
$257K -$1.6K -25 -0.6%
Baird Financial Group
452
Baird Financial Group
Wisconsin
$255K – – –
CHAM
453
Clear Harbor Asset Management
Connecticut
$253K – – –
LWMM
454
Legacy Wealth Management (Mississippi)
Mississippi
$251K – – –
OWA
455
One Wealth Advisors
California
$247K – – –
Empower Advisory Group
456
Empower Advisory Group
Colorado
$247K +$1.02K +16 +0.4%
FAM
457
Formidable Asset Management
Ohio
$246K +$29.4K +459 +14%
Jones Financial Companies
458
Jones Financial Companies
Missouri
$245K +$236K +3,689 New
FPCP
459
Fort Point Capital Partners
California
$244K – – –
TPWA
460
TRUE Private Wealth Advisors
Oregon
$243K -$25.8K -403 -10%
BNP Paribas Financial Markets
461
BNP Paribas Financial Markets
France
$241K +$232K +3,627 New
MWM
462
McNaughton Wealth Management
California
$239K -$5.38K -84 -2%
FWM
463
Fortress Wealth Management
California
$238K – – –
PVI
464
Pine Valley Investments
New Jersey
$233K – – –
SAS
465
SMI Advisory Services
Indiana
$233K +$221K +3,445 New
TFM
466
Trademark Financial Management
Minnesota
$231K +$384 +6 +0.2%
LK
467
Lumbard & Kellner
New Hampshire
$224K -$19.8K -310 -8%
MWM
468
Meridian Wealth Management
Kentucky
$220K +$213K +3,321 New
FPW
469
Flagship Private Wealth
Massachusetts
$214K +$320 +5 +0.2%
OWM
470
Opes Wealth Management
California
$214K -$1.67K -26 -0.8%
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
$213K -$2.05M -32,070 -91%
FA
472
FSA Advisors
Michigan
$208K +$202K +3,153 New
MWC
473
MBM Wealth Consultants
Missouri
$208K +$197K +3,075 New
RDWM
474
Red Door Wealth Management
Tennessee
$208K +$704 +11 +0.4%
AP
475
Atwood & Palmer
Missouri
$207K +$200K +3,122 New