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

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
451
Baird Financial Group
Wisconsin
$255K
CHAM
452
Clear Harbor Asset Management
Connecticut
$253K
LWMM
453
Legacy Wealth Management (Mississippi)
Mississippi
$251K
OWA
454
One Wealth Advisors
California
$247K
Empower Advisory Group
455
Empower Advisory Group
Colorado
$247K +$1.02K +16 +0.4%
FAM
456
Formidable Asset Management
Ohio
$246K +$29.4K +459 +14%
Jones Financial Companies
457
Jones Financial Companies
Missouri
$245K +$236K +3,689 New
FPCP
458
Fort Point Capital Partners
California
$244K
TPWA
459
TRUE Private Wealth Advisors
Oregon
$243K -$25.8K -403 -10%
BNP Paribas Financial Markets
460
BNP Paribas Financial Markets
France
$241K +$232K +3,627 New
MWM
461
McNaughton Wealth Management
California
$239K -$5.38K -84 -2%
FWM
462
Fortress Wealth Management
California
$238K
PVI
463
Pine Valley Investments
New Jersey
$233K
SAS
464
SMI Advisory Services
Indiana
$233K +$221K +3,445 New
TFM
465
Trademark Financial Management
Minnesota
$231K +$384 +6 +0.2%
LK
466
Lumbard & Kellner
New Hampshire
$224K -$19.8K -310 -8%
MWM
467
Meridian Wealth Management
Kentucky
$220K +$213K +3,321 New
FPW
468
Flagship Private Wealth
Massachusetts
$214K +$320 +5 +0.2%
OWM
469
Opes Wealth Management
California
$214K -$1.67K -26 -0.8%
Susquehanna International Group
470
Susquehanna International Group
Pennsylvania
$213K -$2.05M -32,070 -91%
FA
471
FSA Advisors
Michigan
$208K +$202K +3,153 New
MWC
472
MBM Wealth Consultants
Missouri
$208K +$197K +3,075 New
RDWM
473
Red Door Wealth Management
Tennessee
$208K +$704 +11 +0.4%
AP
474
Atwood & Palmer
Missouri
$207K +$200K +3,122 New
VAS
475
Valicenti Advisory Services
New York
$207K -$184K -2,875 -48%