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

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$228K +$4.58K +125 +2%
CA
177
Continuum Advisory
Idaho
$226K +$24.5K +669 +12%
CIA
178
Capital Investment Advisors
Georgia
$224K -$20.5K -560 -8%
DI
179
DAGCO Inc
Ohio
$222K +$221K +6,033 New
SP
180
Successful Portfolios
Florida
$220K +$11K +300 +5%
MWPCG
181
Measured Wealth Private Client Group
New Hampshire
$216K -$1.13M -30,767 -84%
SWA
182
Stratos Wealth Advisors
Ohio
$215K -$73 -2 -0%
TI
183
Truepoint Inc
Ohio
$215K +$11.4K +310 +6%
CA
184
Calton & Associates
Florida
$210K +$209K +5,714 New
FAM
185
Formidable Asset Management
Ohio
$207K -$8.58K -234 -4%
ZIG
186
Zurich Insurance Group
Switzerland
$207K +$222K +6,050 New
FWM
187
Foresight Wealth Management
Utah
$204K +$204K +5,557 New
IRC
188
Investors Research Corp
Georgia
$200K +$48.1K +1,312 +32%
TFS
189
TrustCore Financial Services
Tennessee
$198K
FWM
190
Focused Wealth Management
New York
$175K -$78.9K -2,151 -31%
AIP
191
Ameritas Investment Partners
Nebraska
$170K +$78.7K +2,148 +86%
SFSG
192
Stearns Financial Services Group
North Carolina
$131K +$7.7K +210 +6%
ADL
193
Asset Dedication LLC
California
$123K +$14K +383 +13%
BlackRock
194
BlackRock
New York
$119K +$33.6K +917 +39%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$115K +$93.2K +2,541 +424%
Loomis, Sayles & Company
196
Loomis, Sayles & Company
Massachusetts
$101K
SIS
197
Sound Income Strategies
Florida
$79K -$5.46K -149 -6%
AWM
198
Avior Wealth Management
Nebraska
$72K +$6.05K +165 +9%
ASN
199
Advisory Services Network
Georgia
$59K
FANJ
200
Financial Architects (New Jersey)
New Jersey
$59K +$58.5K +1,595 New