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

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$11.3K – – –
IWM
752
IMG Wealth Management
Florida
$10.8K – – –
National Bank of Canada
753
National Bank of Canada
Quebec, Canada
$10.4K -$4.49K -51 -31%
TRCT
754
Tower Research Capital (TRC)
New York
$9.71K -$429K -4,879 -98%
Allspring Global Investments
755
Allspring Global Investments
North Carolina
$9.68K – – –
OC
756
Oakworth Capital
Alabama
$9.61K – – –
SPIA
757
Steward Partners Investment Advisory
New York
$9.44K -$4.4K -50 -32%
TVWM
758
Tower View Wealth Management
Wisconsin
$9.28K – – –
Citigroup
759
Citigroup
New York
$9.17K +$8.8K +100 +10,000%
MWM
760
Mosley Wealth Management
California
$8.83K +$8.54K +97 New
AI
761
Atomic Invest
New York
$7.54K +$704 +8 +11%
OCM
762
Orion Capital Management
California
$7.26K – – –
PSFG
763
Park Square Financial Group
Georgia
$6.54K -$5.37K -61 -46%
GA
764
GoalVest Advisory
New York
$6.36K +$6.16K +70 New
DFA
765
DHJJ Financial Advisors
Illinois
$6.3K – – –
NA
766
Networth Advisors
Pennsylvania
$5.19K +$2.2K +25 +78%
CA
767
Crewe Advisors
Utah
$4.99K – – –
KFI
768
Key Financial Inc
Pennsylvania
$4.99K – – –
OAG
769
Oakmont Advisory Group
New Mexico
$4.61K +$4.49K +51 New
HHGA
770
Halbert Hargrove Global Advisors
California
$4.53K – – –
IFWM
771
Institute for Wealth Management
Colorado
$4.18K +$4.05K +46 New
BWL
772
Bogart Wealth LLC
Virginia
$3.27K – – –
1IA
773
1620 Investment Advisors
Massachusetts
$2.72K – – –
DWM
774
Darwin Wealth Management
Florida
$2.72K – – –
CFD
775
Creative Financial Designs
Indiana
$1.98K – – –