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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%
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
$89K +$87.1K +2,448 New
ADL
135
Asset Dedication LLC
California
$82K +$35.3K +991 +74%
SWP
136
Stratos Wealth Partners
Ohio
$81K +$80.1K +2,250 New
GI
137
Gradient Investments
Minnesota
$76K +$69K +1,940 +1,121%
RMAM
138
Raab & Moskowitz Asset Management
New Jersey
$76K +$75.7K +2,127 New
BlackRock
139
BlackRock
New York
$64K +$4.66K +131 +8%
AWM
140
Avior Wealth Management
Nebraska
$63K +$54.1K +1,521 +735%
NWM
141
Northwest Wealth Management
Iowa
$59K – – –
HNB
142
Huntington National Bank
Ohio
$58K – – –
ECM
143
Exchange Capital Management
Michigan
$55K -$72.6K -2,040 -57%
AA
144
Ancora Advisors
Ohio
$55K +$54.4K +1,529 New
APA
145
American Portfolios Advisors
New York
$53.2K – – –
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$50K +$9.14K +257 +23%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$46.9K +1,319 New
TPWA
148
TRUE Private Wealth Advisors
Oregon
$45.7K +$44.9K +1,262 New
CB
149
CNB Bank
Pennsylvania
$45K +$43.8K +1,230 New
William Blair & Company
150
William Blair & Company
Illinois
$42K – – –