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

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
476
Hunter Associates Investment Management
Pennsylvania
$229K +$217K +3,554 New
FCMA
477
Foresight Capital Management Advisors
Michigan
$227K +$216K +3,544 New
MAV
478
Mason & Associates (Virginia)
Virginia
$227K +$216K +3,544 New
PVI
479
Pine Valley Investments
New Jersey
$225K
TFM
480
Trademark Financial Management
Minnesota
$223K +$212K +3,469 New
PMFA
481
Plante Moran Financial Advisors
Michigan
$219K -$25K -410 -11%
OWA
482
Outlook Wealth Advisors
Texas
$217K -$1.08M -17,626 -84%
FAM
483
Formidable Asset Management
Ohio
$208K +$198K +3,248 New
OWM
484
Opes Wealth Management
California
$208K +$198K +3,245 New
FPW
485
Flagship Private Wealth
Massachusetts
$207K -$23.2K -381 -11%
CG
486
Cutler Group
California
$205K -$1.04M -17,000 -84%
RDWM
487
Red Door Wealth Management
Tennessee
$200K +$190K +3,120 New
BF
488
BOK Financial
Oklahoma
$192K
JFA
489
JNBA Financial Advisors
Minnesota
$191K -$7.2K -118 -4%
RCM
490
Raleigh Capital Management
North Carolina
$183K -$268K -4,391 -61%
PWMG
491
Prestige Wealth Management Group
New Jersey
$177K -$9.21K -151 -5%
RWPA
492
Richard W. Paul & Associates
Michigan
$162K
SS
493
Sunbelt Securities
Texas
$159K
Bank of Montreal
494
Bank of Montreal
Ontario, Canada
$144K +$1.59K +26 +1%
AIM
495
Acropolis Investment Management
Missouri
$143K -$24.4K -400 -15%
MG
496
Mather Group
Illinois
$125K +$131K +2,143 New
S
497
SignatureFD
Georgia
$124K +$61 +1 +0.1%
GT
498
Glenmede Trust
Pennsylvania
$117K
MWM
499
MGB Wealth Management
Texas
$101K +$5.49K +90 +6%
CTWM
500
Cherry Tree Wealth Management
Minnesota
$101K