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

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sanctuary Wealth Management
Idaho
$1.05M -$51.2K -1,265 -5%
FIM
152
Fernwood Investment Management
Massachusetts
$1.05M +$18.9K +466 +2%
MML Investors Services
153
MML Investors Services
Massachusetts
$1.04M -$25.9K -640 -2%
TCM
154
Telos Capital Management
California
$1.01M +$24.6K +608 +3%
ACA
155
Aptus Capital Advisors
Alabama
$1M -$44.6K -1,102 -4%
WFA
156
Wade Financial Advisory
California
$977K +$10.9K +269 +1%
QA
157
Quantitative Advantage
Minnesota
$955K -$4.48M -110,614 -83%
CBT
158
Capital Bank & Trust
California
$941K
EWA
159
EP Wealth Advisors
California
$911K -$145K -3,585 -14%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$892K +$263K +6,493 +42%
PWMG
161
Prestige Wealth Management Group
New Jersey
$862K -$84.2K -2,080 -9%
CAL
162
Capital Analysts LLC
Pennsylvania
$837K +$28.6K +706 +4%
WCWM
163
Wooster Corthell Wealth Management
Connecticut
$810K -$170K -4,195 -17%
FHA
164
Flagship Harbor Advisors
Massachusetts
$810K +$105K +2,597 +15%
KM
165
Kalos Management
Georgia
$805K -$23K -568 -3%
CWM
166
Cornerstone Wealth Management
Missouri
$769K +$80.5K +1,988 +12%
DI
167
DAGCO Inc
Ohio
$768K -$24.3K -601 -3%
BWP
168
Bernardo Wealth Planning
Pennsylvania
$763K -$33.6K -830 -4%
MAS
169
Managed Account Services
Florida
$744K +$202K +4,980 +40%
FHA
170
First Horizon Advisors
Tennessee
$720K
GAM
171
Garrison Asset Management
Arkansas
$709K
ATPW
172
Ashton Thomas Private Wealth
Arizona
$704K +$698K +17,224 New
Stifel Financial
173
Stifel Financial
Missouri
$679K +$200K +4,936 +42%
SFM
174
Signet Financial Management
New Jersey
$678K -$38K -939 -6%
WAS
175
Wealth Advisory Solutions
Indiana
$665K -$12.9K -319 -2%