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

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
751
Steward Partners Investment Advisory
New York
$9.44K -$4.4K -50 -32%
TVWM
752
Tower View Wealth Management
Wisconsin
$9.28K
Citigroup
753
Citigroup
New York
$9.17K +$8.8K +100 +10,000%
MWM
754
Mosley Wealth Management
California
$8.83K +$8.54K +97 New
OCM
755
Orion Capital Management
California
$7.26K
PSFG
756
Park Square Financial Group
Georgia
$6.54K -$5.37K -61 -46%
GA
757
GoalVest Advisory
New York
$6.36K +$6.16K +70 New
DFA
758
DHJJ Financial Advisors
Illinois
$6.3K
NA
759
Networth Advisors
Pennsylvania
$5.19K +$2.2K +25 +78%
CA
760
Crewe Advisors
Utah
$4.99K
KFI
761
Key Financial Inc
Pennsylvania
$4.99K
OAG
762
Oakmont Advisory Group
New Mexico
$4.61K +$4.49K +51 New
HHGA
763
Halbert Hargrove Global Advisors
California
$4.53K
IFWM
764
Institute for Wealth Management
Colorado
$4.18K +$4.05K +46 New
BWL
765
Bogart Wealth LLC
Virginia
$3.27K
1IA
766
1620 Investment Advisors
Massachusetts
$2.72K
DWM
767
Darwin Wealth Management
Florida
$2.72K
CFD
768
Creative Financial Designs
Indiana
$1.98K
BC
769
Barrett & Company
Rhode Island
$1.1K
ABC
770
Anchor Bay Capital
California
$939 +$880 +10 New
HPC
771
HM Payson & Co
Maine
$908
VWA
772
VSM Wealth Advisory
Maryland
$817
SWP
773
Strategic Wealth Partners
Ohio
$726 -$352 -4 -33%
AIS
774
Advocate Investing Services
Maryland
$636
SRCM
775
Signature Resources Capital Management
California
$545