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

Name Holding Trade Value Shares
Change
Change in
Stake
LK
476
Lumbard & Kellner
New Hampshire
-$238K -4,286 Closed
BFA
477
Beacon Financial Advisory
Ohio
-$237K -4,268 Closed
VHAM
478
Van Hulzen Asset Management
California
-$236K -4,252 Closed
FZCM
479
Flynn Zito Capital Management
New York
-$229K -4,116 Closed
SIM
480
Sadoff Investment Management
Wisconsin
-$222K -4,003 Closed
GW
481
GW & Wade
Massachusetts
-$221K -3,970 Closed
PFP
482
Paragon Financial Partners
California
-$219K -3,947 Closed
OWM
483
Opes Wealth Management
California
-$206K -3,712 Closed
FPCP
484
Fort Point Capital Partners
California
-$204K -3,679 Closed
PWP
485
Perfromance Wealth Partners
Illinois
-$204K -3,679 Closed
PGWM
486
Parisi Gray Wealth Management
New Jersey
-$202K -3,641 Closed
SFPM
487
Sensible Financial Planning & Management
Massachusetts
-$202K -3,637 Closed
CTA
488
Colonial Trust Advisors
South Carolina
-$200K -3,600 Closed
FAG
489
Fortitude Advisory Group
Washington
-$136K -2,447 Closed
FFA
490
Freedman Financial Associates
Massachusetts
-$71K -1,262 Closed
JP Morgan Chase
491
JP Morgan Chase
New York
-$58K -1,040 Closed
EWM
492
EPG Wealth Management
Georgia
-$49K -885 Closed
WWM
493
Wolff Wiese Magana
California
-$17K -297 Closed
SC
494
Siena Capital
Ohio
-$10K -181 Closed
SMA
495
Sage Mountain Advisors
Georgia
-$9K -164 Closed
UB
496
UMB Bank
Missouri
+$202 +4 New