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

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
651
Sensible Financial Planning & Management
Massachusetts
-$216K -3,084 Closed
FA
652
FSA Advisors
Michigan
-$214K -3,079 Closed
HOWA
653
Heritage Oak Wealth Advisors
Florida
-$210K -3,000 Closed
TSS
654
Two Sigma Securities
New York
-$204K -2,917 Closed
MWC
655
MBM Wealth Consultants
Missouri
-$202K -2,878 Closed
CCM
656
Chilton Capital Management
Texas
-$106K -1,518 Closed
APC
657
Aspire Private Capital
North Carolina
-$101K -1,437 Closed
PS
658
Planned Solutions
California
-$79.1K -1,129 Closed
WWP
659
WR Wealth Planners
Missouri
-$72.8K -1,039 Closed
RWM
660
Reston Wealth Management
Virginia
-$50.6K -722 Closed
KSWA
661
Kathleen S. Wright Associates
Pennsylvania
-$30.2K -431 Closed
CPA
662
Capital Performance Advisors
California
-$29.6K -423 Closed
NFA
663
Northwest Financial Advisors
Virginia
-$22.4K -320 Closed
TPW
664
Talon Private Wealth
Florida
-$22.1K -315 Closed
Citigroup
665
Citigroup
New York
-$17.2K -246 Closed
BNP Paribas Financial Markets
666
BNP Paribas Financial Markets
France
-$9.67K -138 Closed
KIG
667
Kessler Investment Group
Indiana
-$560 -8 Closed
RWA
668
Redmont Wealth Advisors
Illinois
-$560 -8 Closed
Simplex Trading
669
Simplex Trading
Illinois
+$576 +8 New