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

Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
626
Central Pacific Bank - Trust Division
Hawaii
$3.81K
PIS
627
POM Investment Strategies
North Carolina
$3.81K +$4.01K +56 New
LWMI
628
Legacy Wealth Management (Idaho)
Idaho
$3.67K -$14.3K -200 -79%
EB
629
Eastern Bank
Massachusetts
$3.6K +$3.79K +53 New
SIS
630
Sound Income Strategies
Florida
$3.4K
PWAM
631
Private Wealth Asset Management
Iowa
$3.2K +$3.36K +47 New
DWM
632
Darwin Wealth Management
Florida
$2.93K
HCP
633
Hexagon Capital Partners
Arkansas
$2.72K
WTC
634
WhitTier Trust Company
Nevada
$2.31K +$2.43K +34 New
TWC
635
TD Waterhouse Canada
Ontario, Canada
$1.64K -$9.23K -129 -84%
CFD
636
Creative Financial Designs
Indiana
$1.46K
T
637
Transce3nd
Texas
$1.02K
RWA
638
Redmont Wealth Advisors
Illinois
$544 +$573 +8 New
IAA
639
Independent Advisor Alliance
North Carolina
-$104M -1,457,162 Closed
SFI
640
SPC Financial Inc
Maryland
-$9.41M -131,705 Closed
SPAS
641
Spectrum Planning & Advisory Services
California
-$6.1M -85,402 Closed
Thrivent Financial for Lutherans
642
Thrivent Financial for Lutherans
Minnesota
-$2.15M -30,163 Closed
Jane Street
643
Jane Street
New York
-$1.51M -21,160 Closed
SW
644
Simplicity Wealth
New Jersey
-$1.34M -18,746 Closed
NPAN
645
Northeast Planning Associates NH
New Hampshire
-$880K -12,316 Closed
FMWA
646
Forvis Mazars Wealth Advisors
Missouri
-$675K -9,446 Closed
CAM
647
Congress Asset Management
Massachusetts
-$599K -8,383 Closed
CWM
648
Congress Wealth Management
Massachusetts
-$599K -8,383 Closed
CIAS
649
CFS Investment Advisory Services
New Jersey
-$385K -5,392 Closed
WI
650
WrapManager Inc
California
-$335K -4,683 Closed