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

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
101
People's United Financial
Connecticut
$2.19M -$47.9K -1,182 -2%
Creative Planning
102
Creative Planning
Kansas
$2.18M -$17.9K -441 -0.8%
Truist Financial
103
Truist Financial
North Carolina
$2.14M +$24.4K +602 +1%
OPS
104
Orion Portfolio Solutions
Nebraska
$2.13M -$131K -3,236 -6%
AF
105
Aldebaran Financial
$2.09M +$228K +5,634 +12%
SW
106
SlateStone Wealth
Florida
$2.06M -$1.59M -39,236 -44%
PPA
107
Parametric Portfolio Associates
Washington
$2.05M -$99.7K -2,461 -5%
AWA
108
ARQ Wealth Advisors
Arizona
$2.03M +$49.9K +1,231 +3%
OIA
109
OneDigital Investment Advisors
Kansas
$2.03M +$309K +7,639 +18%
CFGF
110
Compass Financial Group (Florida)
Florida
$2.01M -$57.2K -1,413 -3%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$1.98M +$2.15K +53 +0.1%
FWM
112
FSA Wealth Management
Massachusetts
$1.92M +$275K +6,786 +17%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$1.89M +$20.1K +497 +1%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$1.82M +$445 +11 +0%
WCM
115
Wealthcare Capital Management
Virginia
$1.81M -$12.2K -302 -0.7%
DT
116
Daniels + Tansey
Delaware
$1.7M +$1.69M +41,677 New
IWM
117
IHT Wealth Management
Illinois
$1.69M +$128K +3,154 +8%
TI
118
Trexquant Investment
Connecticut
$1.6M +$1.31M +32,294 +480%
MIAN
119
Mariner Independent Advisor Network
Kansas
$1.59M -$441K -10,898 -22%
BBHC
120
Brown Brothers Harriman & Co
New York
$1.59M -$206K -5,085 -12%
ADL
121
Asset Dedication LLC
California
$1.57M +$639K +15,785 +70%
FHC
122
First Heartland Consultants
Missouri
$1.54M +$115K +2,829 +8%
SB
123
Strategic Blueprint
Georgia
$1.54M -$451K -11,125 -23%
GP
124
Girard Partners
Pennsylvania
$1.53M -$12.9K -318 -0.8%
SFP
125
Strategic Financial Planning
Texas
$1.51M -$1.05K -26 -0.1%