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

Name Holding Trade Value Shares
Change
Change in
Stake
RC
151
Roundview Capital
New Jersey
$1.84M +$188K +3,631 +12%
ADL
152
Asset Dedication LLC
California
$1.83M +$63.9K +1,235 +4%
FFN
153
Focus Financial Network
Minnesota
$1.83M -$14.1K -273 -0.8%
FHC
154
First Heartland Consultants
Missouri
$1.8M +$100K +1,938 +6%
SFP
155
Strategic Financial Planning
Texas
$1.79M -$236K -4,553 -12%
WWM
156
Western Wealth Management
Colorado
$1.77M +$1.27M +24,452 +272%
DSN
157
D. Scott Neal
Kentucky
$1.75M – – –
AWMG
158
Alliance Wealth Management Group
New Jersey
$1.7M -$51.8K -1,002 -3%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$1.67M +$1.63M +31,497 New
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$1.66M -$103K -1,999 -6%
ACM
161
Advisors Capital Management
New Jersey
$1.65M -$80.4K -1,554 -5%
BFS
162
Bickling Financial Services
Massachusetts
$1.65M -$7.12M -137,620 -82%
JWA
163
JFS Wealth Advisors
Pennsylvania
$1.57M -$111K -2,140 -7%
IF
164
Intrua Financial
Texas
$1.55M -$875K -16,908 -37%
FIM
165
Fernwood Investment Management
Massachusetts
$1.55M +$86.8K +1,677 +6%
CA
166
Calton & Associates
Florida
$1.55M +$18K +348 +1%
NWM
167
Northwest Wealth Management
Iowa
$1.52M -$12.2K -235 -0.8%
WP
168
WealthPLAN Partners
Nebraska
$1.47M +$75.1K +1,451 +6%
CSPAM
169
Cary Street Partners Asset Management
Virginia
$1.42M +$60.6K +1,171 +5%
MSAM
170
Moloney Securities Asset Management
Missouri
$1.41M -$14.8K -286 -1%
SPAS
171
Spectrum Planning & Advisory Services
California
$1.4M -$36.8K -712 -3%
FHA
172
Flagship Harbor Advisors
Massachusetts
$1.4M +$127K +2,456 +10%
SB
173
Strategic Blueprint
Georgia
$1.39M -$78.2K -1,511 -5%
SWM
174
Spire Wealth Management
Virginia
$1.38M -$55.1K -1,064 -4%
AFS
175
Annapolis Financial Services
Maryland
$1.37M – – –