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

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
126
Brighton Jones LLC
Washington
$535K +$579K +17,322 New
DAS
127
Dynamic Advisor Solutions
Arizona
$532K +$537K +16,073 New
SFS
128
Sowell Financial Services
Arkansas
$531K +$573K +17,163 New
CIAS
129
Capital Investment Advisory Services
North Carolina
$526K -$295K -8,819 -34%
BF
130
BOK Financial
Oklahoma
$490K +$66.9K +2,002 +14%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$469K +$507K +15,186 New
DWM
132
Doyle Wealth Management
Florida
$468K +$193K +5,767 +62%
PWM
133
Paulson Wealth Management
Illinois
$465K +$277K +8,286 +139%
CAM
134
Congress Asset Management
Massachusetts
$454K +$490K +14,684 New
LFGH
135
Lee Financial Group Hawaii
Hawaii
$449K +$114K +3,405 +31%
ODCM
136
Old Dominion Capital Management
Virginia
$425K -$1K -30 -0.2%
BBA
137
Braun-Bostich & Associates
Pennsylvania
$390K
TCM
138
Telos Capital Management
California
$361K +$65.3K +1,955 +20%
NP
139
NorthRock Partners
Minnesota
$352K -$36.6K -1,097 -9%
TYCC
140
Texas Yale Capital Corp
Florida
$347K
DWM
141
Darwin Wealth Management
Florida
$324K -$298K -8,919 -46%
RFC
142
Regions Financial Corp
Alabama
$323K +$349K +10,454 New
CPA
143
Clear Perspective Advisors
Illinois
$321K +$347K +10,383 New
CW
144
CreativeOne Wealth
Kansas
$316K +$342K +10,233 New
RPGK
145
Retirement Planning Group (Kansas)
Kansas
$308K +$333K +9,973 New
KLI
146
Kelman-Lazarov Inc
Tennessee
$283K
ACM
147
Alta Capital Management
Utah
$278K +$301K +9,000 New
JGIA
148
Jackson Grant Investment Advisers
Connecticut
$269K +$6.75K +202 +2%
SWM
149
Stockman Wealth Management
Montana
$266K
Comerica Bank
150
Comerica Bank
Texas
$256K +$261K +7,800 New