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

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
176
Fernwood Investment Management
Massachusetts
$1.55M +$59.4K +1,214 +4%
AWM
177
Avior Wealth Management
Nebraska
$1.55M -$1.08M -22,136 -39%
ADL
178
Asset Dedication LLC
California
$1.5M -$2.79K -57 -0.2%
CI
179
CX Institutional
Indiana
$1.5M +$13.2K +270 +0.8%
HI
180
Harbour Investments
Wisconsin
$1.49M – – –
BWFA
181
Baltimore-Washington Financial Advisors
Maryland
$1.46M +$1.39M +28,398 New
AFS
182
Annapolis Financial Services
Maryland
$1.45M +$169K +3,459 +12%
DT
183
Daniels + Tansey
Delaware
$1.45M – – –
WFA
184
Wade Financial Advisory
California
$1.4M -$13K -266 -0.8%
CA
185
Calton & Associates
Florida
$1.35M -$24.6K -503 -2%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$1.34M +$611K +12,486 +70%
WAS
187
Wealth Advisory Solutions
Indiana
$1.34M +$116K +2,379 +9%
WIM
188
WealthPlan Investment Management
Nebraska
$1.33M +$1.34M +27,300 New
BCB
189
Brian C. Broderick
$1.32M – – –
QA
190
Quantitative Advantage
Minnesota
$1.32M +$50.4K +1,030 +4%
JGCM
191
Joseph Group Capital Management
Ohio
$1.32M +$74.3K +1,518 +5%
BFS
192
Bickling Financial Services
Massachusetts
$1.3M +$2.3K +47 +0.2%
JWA
193
JFS Wealth Advisors
Pennsylvania
$1.29M -$124K -2,538 -8%
GWSG
194
GPS Wealth Strategies Group
Colorado
$1.25M +$285K +5,825 +26%
EWM
195
Echo Wealth Management
Minnesota
$1.24M +$243K +4,973 +23%
TCM
196
Triumph Capital Management
Colorado
$1.23M -$32.5K -664 -2%
MFA
197
Morling Financial Advisors
California
$1.23M -$58.5K -1,194 -4%
NWM
198
Northwest Wealth Management
Iowa
$1.22M -$2.06K -42 -0.2%
AssetMark Inc
199
AssetMark Inc
California
$1.22M -$105K -2,136 -7%
BFG
200
Berger Financial Group
Minnesota
$1.19M +$496K +10,138 +60%