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

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$619K
HIM
127
Hanlon Investment Management
New Jersey
$569K +$547K +16,160 New
DAS
128
Dynamic Advisor Solutions
Arizona
$568K +$2.27K +67 +0.4%
PFC
129
Personal Financial Consultants
California
$550K -$561K -16,568 -51%
BF
130
BOK Financial
Oklahoma
$547K -$9.48K -280 -2%
CW
131
CreativeOne Wealth
Kansas
$545K +$178K +5,257 +51%
CA
132
Cetera Advisors
Colorado
$543K +$513K +15,145 New
PWM
133
Paulson Wealth Management
Illinois
$540K +$38.3K +1,131 +8%
BJL
134
Brighton Jones LLC
Washington
$528K -$78.6K -2,324 -13%
MIM
135
Moseley Investment Management
Florida
$528K +$508K +15,001 New
ODCM
136
Old Dominion Capital Management
Virginia
$527K -$7.14K -211 -1%
TCM
137
Telos Capital Management
California
$525K +$109K +3,222 +28%
RFN
138
RDA Financial Network
Iowa
$496K +$465K +13,744 New
SFS
139
Sowell Financial Services
Arkansas
$463K -$135K -3,995 -23%
RC
140
Roundview Capital
New Jersey
$385K +$370K +10,939 New
RCG
141
Ruggie Capital Group
Florida
$349K -$3.25M -96,105 -91%
NP
142
NorthRock Partners
Minnesota
$326K -$71.1K -2,100 -18%
KLI
143
Kelman-Lazarov Inc
Tennessee
$322K
DWM
144
Darwin Wealth Management
Florida
$317K -$49.5K -1,462 -14%
Lido Advisors
145
Lido Advisors
California
$304K +$293K +8,662 New
SWM
146
Stockman Wealth Management
Montana
$302K
JGIA
147
Jackson Grant Investment Advisers
Connecticut
$282K -$22.8K -674 -8%
Comerica Bank
148
Comerica Bank
Texas
$280K
SWP
149
Stratos Wealth Partners
Ohio
$269K
PCP
150
Proficio Capital Partners
Massachusetts
$257K +$247K +7,300 New