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

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Avior Wealth Management
Nebraska
$1.55M -$1.08M -22,136 -39%
ADL
177
Asset Dedication LLC
California
$1.5M -$2.79K -57 -0.2%
CI
178
CX Institutional
Indiana
$1.5M +$13.2K +270 +0.8%
HI
179
Harbour Investments
Wisconsin
$1.49M
BWFA
180
Baltimore-Washington Financial Advisors
Maryland
$1.46M +$1.39M +28,398 New
AFS
181
Annapolis Financial Services
Maryland
$1.45M +$169K +3,459 +12%
DT
182
Daniels + Tansey
Delaware
$1.45M
WFA
183
Wade Financial Advisory
California
$1.4M -$13K -266 -0.8%
CA
184
Calton & Associates
Florida
$1.35M -$24.6K -503 -2%
FPAS
185
Focus Partners Advisor Solutions
Missouri
$1.34M +$611K +12,486 +70%
WAS
186
Wealth Advisory Solutions
Indiana
$1.34M +$116K +2,379 +9%
WIM
187
WealthPlan Investment Management
Nebraska
$1.33M +$1.34M +27,300 New
BCB
188
Brian C. Broderick
$1.32M
QA
189
Quantitative Advantage
Minnesota
$1.32M +$50.4K +1,030 +4%
JGCM
190
Joseph Group Capital Management
Ohio
$1.32M +$74.3K +1,518 +5%
BFS
191
Bickling Financial Services
Massachusetts
$1.3M +$2.3K +47 +0.2%
JWA
192
JFS Wealth Advisors
Pennsylvania
$1.29M -$124K -2,538 -8%
GWSG
193
GPS Wealth Strategies Group
Colorado
$1.25M +$285K +5,825 +26%
EWM
194
Echo Wealth Management
Minnesota
$1.24M +$243K +4,973 +23%
TCM
195
Triumph Capital Management
Colorado
$1.23M -$32.5K -664 -2%
MFA
196
Morling Financial Advisors
California
$1.23M -$58.5K -1,194 -4%
NWM
197
Northwest Wealth Management
Iowa
$1.22M -$2.06K -42 -0.2%
AssetMark Inc
198
AssetMark Inc
California
$1.22M -$105K -2,136 -7%
BFG
199
Berger Financial Group
Minnesota
$1.19M +$496K +10,138 +60%
MFA
200
McClarren Financial Advisors
Pennsylvania
$1.19M +$1.32M +26,904 New