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

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
476
JNBA Financial Advisors
Minnesota
$181K -$31.7K -581 -16%
BF
477
BOK Financial
Oklahoma
$175K
PWMG
478
Prestige Wealth Management Group
New Jersey
$170K -$10.9K -200 -6%
GI
479
Gradient Investments
Minnesota
$167K -$52.7K -965 -25%
AIM
480
Acropolis Investment Management
Missouri
$153K
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$148K +$79.5K +1,456 +135%
RWPA
482
Richard W. Paul & Associates
Michigan
$148K
SS
483
Sunbelt Securities
Texas
$145K
Qube Research & Technologies (QRT)
484
Qube Research & Technologies (QRT)
United Kingdom
$137K +$3.33K +61 +3%
IHWM
485
Iron Horse Wealth Management
Iowa
$136K -$4.31K -79 -3%
Bank of Montreal
486
Bank of Montreal
Ontario, Canada
$130K +$119K +2,177 +6,220%
S
487
SignatureFD
Georgia
$113K +$18.7K +343 +21%
GT
488
Glenmede Trust
Pennsylvania
$107K +$99.9K +1,829 New
CFB
489
Cullen/Frost Bankers
Texas
$99K +$92.4K +1,693 New
APC
490
Aspire Private Capital
North Carolina
$92.3K -$164 -3 -0.2%
CTWM
491
Cherry Tree Wealth Management
Minnesota
$91.8K
MWM
492
MGB Wealth Management
Texas
$86.9K +$81.1K +1,486 New
PS
493
Planned Solutions
California
$66K +$61.6K +1,129 New
W
494
WealthCollab
Washington
$64.6K +$60.4K +1,106 New
GWM
495
Grand Wealth Management
Michigan
$64K
SWM
496
Spire Wealth Management
Virginia
$63.3K -$38.2K -699 -39%
PWMG
497
Private Wealth Management Group
New Jersey
$61.4K +$57.3K +1,050 New
HR
498
Howe & Rusling
New York
$61.3K +$57.2K +1,048 New
RG
499
Retirement Group
California
$59.9K
AssetMark Inc
500
AssetMark Inc
California
$56.1K -$1.84M -33,634 -97%