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

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
151
Moisand Fitzgerald Tamayo
Florida
$42K +$676 +19 +2%
RE
152
RBC Europe
United Kingdom
$32.6K – – –
GWS
153
Glassman Wealth Services
Virginia
$31K – – –
SWA
154
Sutton Wealth Advisors
Florida
$27K +$961 +27 +4%
CWSR
155
Chessman Wealth Strategies RIA
Texas
$25K +$24.6K +692 New
FWM
156
Focused Wealth Management
New York
$22K -$2.46K -69 -10%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$22K – – –
SFSIG
158
San Francisco Sentry Investment Group
California
$22K +$21.4K +600 New
Citigroup
159
Citigroup
New York
$13K -$121K -3,407 -91%
S
160
SignatureFD
Georgia
$10K +$4.24K +119 +72%
BC
161
Barnett & Company
Tennessee
$8K – – –
VDFA
162
Vickerman & Driscoll Financial Advisors
Washington
$5K – – –
MCM
163
Mainstay Capital Management
Michigan
$4K – – –
TWA
164
TCI Wealth Advisors
Arizona
$4K +$3.74K +105 New
AAP
165
Arax Advisory Partners
Colorado
$3K +$2.56K +72 New
AIP
166
Ameritas Investment Partners
Nebraska
$1K -$1.07K -30 -39%
SFSG
167
Stearns Financial Services Group
North Carolina
$1K +$783 +22 New
FAM
168
Formidable Asset Management
Ohio
– -$4.16M -122,357 Closed
JFA
169
JNBA Financial Advisors
Minnesota
– -$3.55M -104,471 Closed
CF
170
Centaurus Financial
California
– -$821K -24,147 Closed
TCM
171
Tuttle Capital Management
Connecticut
– -$566K -16,678 Closed
LNC
172
Lincoln National Corp
Pennsylvania
– -$443K -13,037 Closed
OIA
173
OneDigital Investment Advisors
Kansas
– -$49K -1,447 Closed
RFC
174
Regions Financial Corp
Alabama
– -$43K -1,254 Closed
CPA
175
Clear Perspective Advisors
Illinois
– -$12K -350 Closed