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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
501
JNBA Financial Advisors
Minnesota
$195K – – –
T
502
Tidemark
California
$191K -$279K -4,133 -60%
PWMG
503
Prestige Wealth Management Group
New Jersey
$187K -$5.13K -76 -3%
Qube Research & Technologies (QRT)
504
Qube Research & Technologies (QRT)
United Kingdom
$181K -$135K -1,998 -44%
SS
505
Sunbelt Securities
Texas
$174K – – –
Bank of Montreal
506
Bank of Montreal
Ontario, Canada
$156K -$9.65M -142,973 -98%
AIM
507
Acropolis Investment Management
Missouri
$156K – – –
RWPA
508
Richard W. Paul & Associates
Michigan
$155K -$21.3K -315 -12%
S
509
SignatureFD
Georgia
$145K +$8.37K +124 +6%
GT
510
Glenmede Trust
Pennsylvania
$128K – – –
MWM
511
MGB Wealth Management
Texas
$123K +$12.4K +184 +12%
MA
512
Montag & Associates
Georgia
$123K +$34.4K +510 +41%
William Blair & Company
513
William Blair & Company
Illinois
$119K +$33.8K +500 +42%
CTWM
514
Cherry Tree Wealth Management
Minnesota
$110K – – –
CCM
515
Chilton Capital Management
Texas
$106K +$103K +1,518 New
APC
516
Aspire Private Capital
North Carolina
$101K +$4.19K +62 +5%
NS
517
NBC Securities
Alabama
$94K +$3.38K +50 +4%
PFG
518
Peterson Financial Group
Iowa
$83.8K +$80.8K +1,196 New
PS
519
Planned Solutions
California
$79.1K +$76.2K +1,129 New
PMFA
520
Plante Moran Financial Advisors
Michigan
$77.9K – – –
W
521
WealthCollab
Washington
$77.5K – – –
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$75.4K – – –
AssetMark Inc
523
AssetMark Inc
California
$74K -$338K -5,007 -83%
HR
524
Howe & Rusling
New York
$73.7K – – –
WWP
525
WR Wealth Planners
Missouri
$72.8K – – –