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

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Private Wealth Management Group
New Jersey
$18.3K – – –
TWM
702
TopTier Wealth Management
Wisconsin
$16.9K +$17.7K +214 New
FIM
703
FWL Investment Management
Texas
$16.8K – – –
IWMWV
704
Ironwood Wealth Management (West Virginia)
West Virginia
$15.9K +$15.9K +192 New
FC
705
Financial Consulate
Maryland
$15.3K – – –
MFP
706
Meramec Financial Planners
Missouri
$15.1K – – –
DF
707
Dunhill Financial
United Kingdom
$13.4K +$14K +169 New
AF
708
Advisornet Financial
Minnesota
$13.2K – – –
National Bank of Canada
709
National Bank of Canada
Quebec, Canada
$13.1K – – –
SPIA
710
Steward Partners Investment Advisory
New York
$12.2K +$6.61K +80 +108%
TFGT
711
TS Financial Group (TSFG)
Illinois
$12K – – –
CT
712
Caldwell Trust
Florida
$11.9K – – –
BTI
713
Blue Trust Inc
Georgia
$11.5K – – –
BHWM
714
Bay Harbor Wealth Management
Maryland
$11.5K +$7.35K +89 +159%
MFT
715
Moisand Fitzgerald Tamayo
Florida
$11K – – –
PSFG
716
Park Square Financial Group
Georgia
$10.5K +$11K +133 New
FDCDDQ
717
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K – – –
PWPS
718
Pinnacle Wealth Planning Services
Ohio
$9.8K – – –
IWM
719
IMG Wealth Management
Florida
$9.41K -$9.91K -120 -50%
Allspring Global Investments
720
Allspring Global Investments
North Carolina
$8.51K +$8.84K +107 New
OC
721
Oakworth Capital
Alabama
$8.38K – – –
TVWM
722
Tower View Wealth Management
Wisconsin
$8.05K – – –
WWMSC
723
Wagner Wealth Management (South Carolina)
South Carolina
$7.43K – – –
QT
724
Quantbot Technologies
New York
$7.43K +$7.76K +94 New
OCM
725
Orion Capital Management
California
$6.33K – – –