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

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
526
Opes Wealth Management
California
$206K +$429 +6 +0.2%
HWM
527
HB Wealth Management
Georgia
$206K +$216K +3,023 New
JIC
528
Johnson Investment Counsel
Ohio
$204K -$787 -11 -0.4%
BF
529
BOK Financial
Oklahoma
$204K
LK
530
Lumbard & Kellner
New Hampshire
$203K
GI
531
Gradient Investments
Minnesota
$201K +$212K +2,962 New
EWA
532
Emergent Wealth Advisors
New York
$201K +$7.52K +105 +4%
HC
533
Hoese & Co
Minnesota
$185K
Qube Research & Technologies (QRT)
534
Qube Research & Technologies (QRT)
United Kingdom
$175K +$18K +252 +11%
JFA
535
JNBA Financial Advisors
Minnesota
$174K -$11K -154 -6%
AP
536
Atwood & Palmer
Missouri
$173K -$8.38K -117 -4%
PWMG
537
Prestige Wealth Management Group
New Jersey
$170K -$12.7K -177 -7%
SS
538
Sunbelt Securities
Texas
$169K
AAP
539
Arax Advisory Partners
Colorado
$160K +$168K +2,354 New
CI
540
CX Institutional
Indiana
$159K +$167K +2,335 New
MCM
541
MAI Capital Management
Ohio
$157K
Bank of Montreal
542
Bank of Montreal
Ontario, Canada
$155K
AIM
543
Acropolis Investment Management
Missouri
$151K
RWPA
544
Richard W. Paul & Associates
Michigan
$150K
CWM
545
Copia Wealth Management
Oregon
$150K +$1.07K +15 +0.7%
William Blair & Company
546
William Blair & Company
Illinois
$144K -$42.9K -600 -22%
S
547
SignatureFD
Georgia
$141K +$72 +1 +0%
SAM
548
Sherman Asset Management
California
$134K
MFS
549
Mattson Financial Services
Michigan
$133K +$140K +1,953 New
MWM
550
MGB Wealth Management
Texas
$128K +$2.58K +36 +2%