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

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
576
Client 1st Advisory Group
Florida
$261K
QWM
577
Quadcap Wealth Management
Texas
$260K -$98.9K -1,198 -27%
BWM
578
Buska Wealth Management
Wisconsin
$259K
RPSA
579
Richard P. Slaughter Associates
Texas
$258K -$12.5K -151 -4%
TPWA
580
TRUE Private Wealth Advisors
Oregon
$258K +$330 +4 +0.1%
TFCP
581
Twin Focus Capital Partners
Massachusetts
$255K
6SA
582
6th Street Advisors
Alabama
$254K +$265K +3,207 New
RDWM
583
Red Door Wealth Management
Tennessee
$253K +$826 +10 +0.3%
PGFC
584
Peapack-Gladstone Financial Corp
New Jersey
$252K -$1.24K -15 -0.5%
KRW
585
Kaufman Rossin Wealth
Florida
$251K
WOSD
586
WFA of San Diego
California
$249K -$5.78K -70 -2%
FA
587
FSA Advisors
Michigan
$247K -$26.8K -324 -9%
LWM
588
Luminvest Wealth Management
Arizona
$246K +$257K +3,111 New
Baird Financial Group
589
Baird Financial Group
Wisconsin
$241K +$1.65K +20 +0.7%
MGIA
590
Moneta Group Investment Advisors
Missouri
$241K -$26.5K -321 -10%
OWM
591
Opes Wealth Management
California
$239K
BF
592
BOK Financial
Oklahoma
$237K
Bank of Montreal
593
Bank of Montreal
Ontario, Canada
$237K +$165 +2 +0.1%
STA
594
Summit Trail Advisors
New York
$236K -$535K -6,476 -68%
LWMM
595
Legacy Wealth Management (Mississippi)
Mississippi
$235K -$97.5K -1,181 -28%
ARC
596
Advisor Resource Council
Texas
$232K -$9.83K -119 -4%
SAS
597
SMI Advisory Services
Indiana
$232K -$2.89K -35 -1%
TWM
598
Trevian Wealth Management
Massachusetts
$231K
CPC
599
Cookson Peirce & Co
Pennsylvania
$228K
HWM
600
HB Wealth Management
Georgia
$226K