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

Name Holding Trade Value Shares
Change
Change in
Stake
CI
576
CX Institutional
Indiana
$253K -$53.8K -658 -18%
Baird Financial Group
577
Baird Financial Group
Wisconsin
$250K
Vanguard Group
578
Vanguard Group
Pennsylvania
$249K +$247K +3,019 New
BF
579
BOK Financial
Oklahoma
$248K
Bank of Montreal
580
Bank of Montreal
Ontario, Canada
$247K +$58.9K +720 +32%
SAS
581
SMI Advisory Services
Indiana
$247K -$42.4K -519 -15%
SWA
582
Sightline Wealth Advisors
Connecticut
$243K -$207K -2,535 -46%
TWM
583
Trevian Wealth Management
Massachusetts
$241K
William Blair & Company
584
William Blair & Company
Illinois
$240K +$97.9K +1,197 +70%
OWM
585
Opes Wealth Management
California
$239K
CPC
586
Cookson Peirce & Co
Pennsylvania
$238K
US Bancorp
587
US Bancorp
Minnesota
$238K +$32.9K +402 +16%
HWM
588
HB Wealth Management
Georgia
$236K
AF
589
Atala Financial
California
$235K +$140K +1,710 New
CB
590
Commerce Bank
Missouri
$233K
PGWM
591
Parisi Gray Wealth Management
New Jersey
$231K +$1.39K +17 +0.6%
HWM
592
HBE Wealth Management
Nebraska
$231K +$229K +2,800 New
VFG
593
Victory Financial Group
Texas
$229K -$8.34K -102 -4%
HWM
594
Horizon Wealth Management
Illinois
$229K
MA
595
Montag & Associates
Georgia
$227K +$81.3K +994 +57%
HAIM
596
Hunter Associates Investment Management
Pennsylvania
$226K +$225K +2,750 New
HC
597
Hoese & Co
Minnesota
$224K
MWC
598
MBM Wealth Consultants
Missouri
$224K
PGWA
599
Plus Group Wealth Advisors
Wisconsin
$224K +$222K +2,714 New
JIC
600
Johnson Investment Counsel
Ohio
$215K