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

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
MAI Capital Management
Ohio
$185K +$2.64K +32 +1%
AP
627
Atwood & Palmer
Missouri
$182K – – –
LAMC
628
Longview Asset Management (California)
California
$177K – – –
MNA
629
Manning & Napier Advisors
New York
$177K +$190K +2,300 New
AIM
630
Acropolis Investment Management
Missouri
$176K +$184K +2,226 New
UBS AM
631
UBS AM
Illinois
$174K +$141K +1,710 +344%
PWMG
632
Prestige Wealth Management Group
New Jersey
$166K -$8.67K -105 -5%
HFS
633
Hantz Financial Services
Michigan
$161K – – –
CWM
634
Copia Wealth Management
Oregon
$159K – – –
SAM
635
Sherman Asset Management
California
$156K – – –
SG
636
Sankala Group
Colorado
$147K – – –
S
637
SignatureFD
Georgia
$146K -$18.3K -222 -11%
AG
638
AmeriFlex Group
Nevada
$143K – – –
GT
639
Glenmede Trust
Pennsylvania
$141K – – –
RFS
640
Richardson Financial Services
Massachusetts
$127K +$64.9K +786 +95%
CTWM
641
Cherry Tree Wealth Management
Minnesota
$121K – – –
SWM
642
SHP Wealth Management
Massachusetts
$120K +$3.22K +39 +3%
GTAM
643
Global Trust Asset Management
Florida
$119K – – –
MG
644
Mather Group
Illinois
$114K +$119K +1,446 New
TAM
645
Tucker Asset Management
Colorado
$112K +$117K +1,419 New
SEP
646
Signature Equity Partners
Ohio
$101K -$7.18K -87 -6%
CPL
647
Capital & Planning LLC
Georgia
$96.4K +$101K +1,219 New
CBT
648
Crews Bank & Trust
Florida
$90.4K +$35.6K +431 +61%
PMFA
649
Plante Moran Financial Advisors
Michigan
$87.9K – – –
W
650
WealthCollab
Washington
$87.4K – – –