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

Name Holding Trade Value Shares
Change
Change in
Stake
PFC
126
Personal Financial Consultants
California
$228K +$224K +6,308 New
JWS
127
Juncture Wealth Strategies
Arizona
$227K +$223K +6,260 New
RC
128
Roundview Capital
New Jersey
$220K -$14.9K -418 -6%
Lido Advisors
129
Lido Advisors
California
$217K +$214K +6,000 New
PMFA
130
Plante Moran Financial Advisors
Michigan
$213K +$209K +5,885 New
PWM
131
Paulson Wealth Management
Illinois
$201K +$211K +5,942 New
SIS
132
Sound Income Strategies
Florida
$195K +$157K +4,419 +451%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$181K +$171K +4,818 +2,590%
CWM
134
Cornerstone Wealth Management
Missouri
$133K -$996 -28 -0.1%
CCMW
135
Cypress Capital Management (Wyoming)
Wyoming
$89K +$87.1K +2,448 New
ADL
136
Asset Dedication LLC
California
$82K +$35.3K +991 +74%
SWP
137
Stratos Wealth Partners
Ohio
$81K +$80.1K +2,250 New
GI
138
Gradient Investments
Minnesota
$76K +$69K +1,940 +1,121%
RMAM
139
Raab & Moskowitz Asset Management
New Jersey
$76K +$75.7K +2,127 New
BlackRock
140
BlackRock
New York
$64K +$4.66K +131 +8%
AWM
141
Avior Wealth Management
Nebraska
$63K +$54.1K +1,521 +735%
NWM
142
Northwest Wealth Management
Iowa
$59K
HNB
143
Huntington National Bank
Ohio
$58K
ECM
144
Exchange Capital Management
Michigan
$55K -$72.6K -2,040 -57%
AA
145
Ancora Advisors
Ohio
$55K +$54.4K +1,529 New
APA
146
American Portfolios Advisors
New York
$53.2K
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$50K +$9.14K +257 +23%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$46.9K +1,319 New
TPWA
149
TRUE Private Wealth Advisors
Oregon
$45.7K +$44.9K +1,262 New
CB
150
CNB Bank
Pennsylvania
$45K +$43.8K +1,230 New