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

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Fingerlakes Wealth Management
New York
$2.1M +$2.03M +35,857 New
WCM
177
Wealthcare Capital Management
Virginia
$2.09M -$126K -2,223 -6%
DT
178
Daniels + Tansey
Delaware
$2.07M – – –
JGCM
179
Joseph Group Capital Management
Ohio
$2.06M +$2M +35,333 New
Simplex Trading
180
Simplex Trading
Illinois
$2.06M +$1.99M +35,160 New
ADL
181
Asset Dedication LLC
California
$2.01M -$11.8K -208 -0.6%
Royal Bank of Canada
182
Royal Bank of Canada
Ontario, Canada
$2M +$146K +2,583 +8%
FAIM
183
Financial Advocates Investment Management
Washington
$1.99M +$528K +9,322 +38%
IF
184
Intrua Financial
Texas
$1.98M +$236K +4,177 +14%
CWM
185
Collaborative Wealth Management
Florida
$1.97M +$1.91M +33,752 New
BCB
186
Brian C. Broderick
$1.96M -$84.9K -1,500 -4%
DSN
187
D. Scott Neal
Kentucky
$1.93M – – –
TWM
188
Trinity Wealth Management
Pennsylvania
$1.9M +$293K +5,183 +19%
CA
189
Calton & Associates
Florida
$1.89M +$74.5K +1,317 +4%
AWMG
190
Alliance Wealth Management Group
New Jersey
$1.86M +$16.8K +296 +0.9%
MFA
191
Morling Financial Advisors
California
$1.86M +$1.8M +31,786 New
FIM
192
Fernwood Investment Management
Massachusetts
$1.86M +$67.6K +1,194 +4%
JWA
193
JFS Wealth Advisors
Pennsylvania
$1.84M +$116K +2,048 +7%
IWM
194
IHT Wealth Management
Illinois
$1.83M +$725K +12,819 +69%
BFS
195
Bickling Financial Services
Massachusetts
$1.82M +$2.66K +47 +0.2%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$1.8M -$2.41M -42,593 -58%
MFA
197
McClarren Financial Advisors
Pennsylvania
$1.77M -$24.6K -434 -1%
SPI
198
Sutton Place Investors
New York
$1.66M +$1.61M +28,436 New
CCM
199
Crew Capital Management
Ohio
$1.64M +$201K +3,546 +14%
Citadel Advisors
200
Citadel Advisors
Florida
$1.62M +$890K +15,722 +130%