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

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Trinity Wealth Management
Pennsylvania
$4.18M +$262K +4,099 +7%
LCM
152
LVM Capital Management
Michigan
$4.16M -$95.1K -1,485 -2%
UBS Group
153
UBS Group
Switzerland
$4.13M -$2.2M -34,350 -36%
PWM
154
Praetorian Wealth Management
California
$4.12M -$109K -1,703 -3%
OIA
155
OneDigital Investment Advisors
Kansas
$4.1M +$1.15M +17,892 +41%
CA
156
CGN Advisors
Kansas
$3.93M +$339K +5,297 +10%
AWMS
157
Advocacy Wealth Management Services
Georgia
$3.92M -$3.91K -61 -0.1%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$3.92M +$1.1M +17,243 +41%
ASN
159
Advisory Services Network
Georgia
$3.89M +$162K +2,530 +5%
GLA
160
Good Life Advisors
Pennsylvania
$3.85M +$46.7K +729 +1%
GT
161
Greenleaf Trust
Michigan
$3.83M -$176K -2,747 -5%
TCM
162
TD Capital Management
Tennessee
$3.68M +$409K +6,382 +13%
FPAS
163
Focus Partners Advisor Solutions
Missouri
$3.54M -$11.8K -185 -0.3%
AR
164
Apeiron RIA
Texas
$3.49M +$20K +313 +0.6%
JSL
165
JT Stratford LLC
Georgia
$3.41M -$7.75K -121 -0.2%
DI
166
DAGCO Inc
Ohio
$3.36M -$69.3K -1,082 -2%
GL
167
Graypoint LLC
New York
$3.32M +$206K +3,214 +7%
BCI
168
Brinker Capital Investments
Pennsylvania
$3.25M +$67.4K +1,053 +2%
OPS
169
Orion Portfolio Solutions
Nebraska
$3.25M +$67.4K +1,053 +2%
AWM
170
Avior Wealth Management
Nebraska
$3.13M +$140K +2,181 +5%
SW
171
Simplicity Wealth
New Jersey
$3.09M +$31.2K +487 +1%
CFGF
172
Compass Financial Group (Florida)
Florida
$3.04M -$260K -4,057 -8%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$2.99M +$67K +1,046 +2%
EFN
174
Equita Financial Network
Pennsylvania
$2.98M -$77.5K -1,210 -3%
MA
175
MJP Associates
Connecticut
$2.96M +$30K +469 +1%