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

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
776
Godfrey Financial Associates
New York
$363
BWM
777
Benson Wealth Management
Tennessee
$182
IAA
778
Independent Advisor Alliance
North Carolina
-$71.4M -903,126 Closed
CCM
779
Coldstream Capital Management
Washington
-$70.4M -494,999 Closed
FSA
780
Financial Sense Advisors
California
-$2.45M -31,038 Closed
OIM
781
Orca Investment Management
Oregon
-$2.18M -27,624 Closed
First Trust Advisors
782
First Trust Advisors
Illinois
-$1.91M -24,164 Closed
MHS
783
M Holdings Securities
Oregon
-$805K -10,079 Closed
LCWP
784
Legacy Capital Wealth Partners
Arkansas
-$790K -9,997 Closed
SI
785
Stirlingshire Investments
New York
-$612K -7,738 Closed
TSS
786
Two Sigma Securities
New York
-$492K -6,217 Closed
CAM
787
Congress Asset Management
Massachusetts
-$491K -6,213 Closed
GS
788
GTS Securities
Florida
-$462K -5,840 Closed
PEWA
789
Pacific Excel Wealth Advisors
California
-$444K -5,619 Closed
CAGAS
790
Capital Advisory Group Advisory Services
Minnesota
-$363K -4,588 Closed
GWM
791
Grand Wealth Management
Michigan
-$86.6K -1,095 Closed
TLFA
792
True Link Financial Advisors
California
-$80.2K -1,014 Closed
SIC
793
SJS Investment Consulting
Ohio
-$65.5K -829 Closed
LWMI
794
Legacy Wealth Management (Idaho)
Idaho
-$47.3K -598 Closed
GWSA
795
Global Wealth Strategies & Associates
Colorado
-$34.5K -437 Closed
GSEP
796
Golden State Equity Partners
California
-$28.5K -360 Closed
TWM
797
TopTier Wealth Management
Wisconsin
-$16.9K -214 Closed
IWMWV
798
Ironwood Wealth Management (West Virginia)
West Virginia
-$15.9K -192 Closed
QT
799
Quantbot Technologies
New York
-$7.43K -94 Closed
WWMSC
800
Wagner Wealth Management (South Carolina)
South Carolina
-$7.43K -94 Closed