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

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$42K
MFT
152
Moisand Fitzgerald Tamayo
Florida
$42K +$676 +19 +2%
RE
153
RBC Europe
United Kingdom
$32.6K
GWS
154
Glassman Wealth Services
Virginia
$31K
SWA
155
Sutton Wealth Advisors
Florida
$27K +$961 +27 +4%
CWSR
156
Chessman Wealth Strategies RIA
Texas
$25K +$24.6K +692 New
FWM
157
Focused Wealth Management
New York
$22K -$2.46K -69 -10%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$22K
SFSIG
159
San Francisco Sentry Investment Group
California
$22K +$21.4K +600 New
Citigroup
160
Citigroup
New York
$13K -$121K -3,407 -91%
S
161
SignatureFD
Georgia
$10K +$4.24K +119 +72%
BC
162
Barnett & Company
Tennessee
$8K
VDFA
163
Vickerman & Driscoll Financial Advisors
Washington
$5K
MCM
164
Mainstay Capital Management
Michigan
$4K
TWA
165
TCI Wealth Advisors
Arizona
$4K +$3.74K +105 New
AAP
166
Arax Advisory Partners
Colorado
$3K +$2.56K +72 New
AIP
167
Ameritas Investment Partners
Nebraska
$1K -$1.07K -30 -39%
SFSG
168
Stearns Financial Services Group
North Carolina
$1K +$783 +22 New
FAM
169
Formidable Asset Management
Ohio
-$4.16M -122,357 Closed
JFA
170
JNBA Financial Advisors
Minnesota
-$3.55M -104,471 Closed
CF
171
Centaurus Financial
California
-$821K -24,147 Closed
TCM
172
Tuttle Capital Management
Connecticut
-$566K -16,678 Closed
LNC
173
Lincoln National Corp
Pennsylvania
-$443K -13,037 Closed
OIA
174
OneDigital Investment Advisors
Kansas
-$49K -1,447 Closed
RFC
175
Regions Financial Corp
Alabama
-$43K -1,254 Closed