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

Name Holding Trade Value Shares
Change
Change in
Stake
MNA
626
Manning & Napier Advisors
New York
$177K +$190K +2,300 New
AIM
627
Acropolis Investment Management
Missouri
$176K +$184K +2,226 New
UBS AM
628
UBS AM
Illinois
$174K +$141K +1,710 +344%
PWMG
629
Prestige Wealth Management Group
New Jersey
$166K -$8.67K -105 -5%
HFS
630
Hantz Financial Services
Michigan
$161K
CWM
631
Copia Wealth Management
Oregon
$159K
SAM
632
Sherman Asset Management
California
$156K
SG
633
Sankala Group
Colorado
$147K
S
634
SignatureFD
Georgia
$146K -$18.3K -222 -11%
AG
635
AmeriFlex Group
Nevada
$143K
GT
636
Glenmede Trust
Pennsylvania
$141K
RFS
637
Richardson Financial Services
Massachusetts
$127K +$64.9K +786 +95%
CTWM
638
Cherry Tree Wealth Management
Minnesota
$121K
SWM
639
SHP Wealth Management
Massachusetts
$120K +$3.22K +39 +3%
GTAM
640
Global Trust Asset Management
Florida
$119K
MG
641
Mather Group
Illinois
$114K +$119K +1,446 New
SEP
642
Signature Equity Partners
Ohio
$101K -$7.18K -87 -6%
CPL
643
Capital & Planning LLC
Georgia
$96.4K +$101K +1,219 New
CBT
644
Crews Bank & Trust
Florida
$90.4K +$35.6K +431 +61%
PMFA
645
Plante Moran Financial Advisors
Michigan
$87.9K
W
646
WealthCollab
Washington
$87.4K
GWM
647
Grand Wealth Management
Michigan
$86.6K
KFAS
648
Keating Financial Advisory Services
Kansas
$83.6K
HR
649
Howe & Rusling
New York
$83.1K
T
650
Tidemark
California
$82.6K -$1.57K -19 -2%