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

Name Holding Trade Value Shares
Change
Change in
Stake
BC
776
Barrett & Company
Rhode Island
$1.1K – – –
ABC
777
Anchor Bay Capital
California
$939 +$880 +10 New
HPC
778
HM Payson & Co
Maine
$908 – – –
VWA
779
VSM Wealth Advisory
Maryland
$817 – – –
SWP
780
Strategic Wealth Partners
Ohio
$726 -$352 -4 -33%
AIS
781
Advocate Investing Services
Maryland
$636 – – –
SRCM
782
Signature Resources Capital Management
California
$545 – – –
GFA
783
Godfrey Financial Associates
New York
$363 – – –
BWM
784
Benson Wealth Management
Tennessee
$182 – – –
IAA
785
Independent Advisor Alliance
North Carolina
– -$71.4M -903,126 Closed
CCM
786
Coldstream Capital Management
Washington
– -$70.4M -494,999 Closed
FSA
787
Financial Sense Advisors
California
– -$2.45M -31,038 Closed
OIM
788
Orca Investment Management
Oregon
– -$2.18M -27,624 Closed
First Trust Advisors
789
First Trust Advisors
Illinois
– -$1.91M -24,164 Closed
MHS
790
M Holdings Securities
Oregon
– -$805K -10,079 Closed
LCWP
791
Legacy Capital Wealth Partners
Arkansas
– -$790K -9,997 Closed
SI
792
Stirlingshire Investments
New York
– -$612K -7,738 Closed
TSS
793
Two Sigma Securities
New York
– -$492K -6,217 Closed
CAM
794
Congress Asset Management
Massachusetts
– -$491K -6,213 Closed
GS
795
GTS Securities
Florida
– -$462K -5,840 Closed
PEWA
796
Pacific Excel Wealth Advisors
California
– -$444K -5,619 Closed
CAGAS
797
Capital Advisory Group Advisory Services
Minnesota
– -$363K -4,588 Closed
CPL
798
Capital & Planning LLC
Georgia
– -$96.4K -1,219 Closed
GWM
799
Grand Wealth Management
Michigan
– -$86.6K -1,095 Closed
TLFA
800
True Link Financial Advisors
California
– -$80.2K -1,014 Closed