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

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
601
Gladstone Institutional Advisory
Florida
$213K -$203K -2,488 -49%
AWM
602
Angeles Wealth Management
California
$213K +$211K +2,576 New
QHA
603
Quarry Hill Advisors
Minnesota
$210K
SAI
604
Savvy Advisors Inc
New York
$208K +$206K +2,522 New
NS
605
NBC Securities
Alabama
$208K
TI
606
Truepoint Inc
Ohio
$206K -$245K -3,000 -55%
SS
607
Sunbelt Securities
Texas
$205K
JFA
608
JNBA Financial Advisors
Minnesota
$204K -$899 -11 -0.4%
AW
609
Alchemi Wealth
Connecticut
$203K +$202K +2,465 New
CAM
610
Congress Asset Management
Massachusetts
$201K -$28.4K -347 -12%
AAP
611
Arax Advisory Partners
Colorado
$194K +$192K +2,354 New
MCM
612
MAI Capital Management
Ohio
$190K
AP
613
Atwood & Palmer
Missouri
$190K
LAMC
614
Longview Asset Management (California)
California
$185K
PWMG
615
Prestige Wealth Management Group
New Jersey
$181K -$24.5K -300 -12%
S
616
SignatureFD
Georgia
$171K +$82 +1 +0%
HFS
617
Hantz Financial Services
Michigan
$168K
CWM
618
Copia Wealth Management
Oregon
$165K -$3.6K -44 -2%
SAM
619
Sherman Asset Management
California
$163K
CIAS
620
Capital Investment Advisory Services
North Carolina
$160K +$77.8K +951 +96%
SG
621
Sankala Group
Colorado
$157K +$154K +1,884 New
AG
622
AmeriFlex Group
Nevada
$149K +$148K +1,810 New
GT
623
Glenmede Trust
Pennsylvania
$148K +$146K +1,789 New
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$130K
CTWM
625
Cherry Tree Wealth Management
Minnesota
$126K