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

Name Holding Trade Value Shares
Change
Change in
Stake
JPG
201
Jordan Park Group
California
$419K -$56.5K -1,396 -12%
ISWM
202
Independent Solutions Wealth Management
New York
$403K -$17.5K -431 -4%
BSW
203
Buckingham Strategic Wealth
Missouri
$393K -$498K -12,305 -56%
BBA
204
Braun-Bostich & Associates
Pennsylvania
$391K
HGWM
205
Horst & Graben Wealth Management
Oregon
$372K +$18.5K +456 +5%
AIP
206
Ameritas Investment Partners
Nebraska
$367K +$42.3K +1,044 +13%
SFS
207
Sowell Financial Services
Arkansas
$366K -$8.05M -198,835 -96%
SWM
208
Stockman Wealth Management
Montana
$364K
RSWM
209
Robertson Stephens Wealth Management
California
$356K
HIMC
210
Heritage Investors Management Corp
Maryland
$350K
S
211
SignatureFD
Georgia
$348K
Fidelity Investments
212
Fidelity Investments
Massachusetts
$343K -$209K -5,157 -38%
GLA
213
Good Life Advisors
Pennsylvania
$337K +$36.4K +900 +12%
TF
214
TLWM Financial
Texas
$336K +$100K +2,476 +42%
CA
215
Continuum Advisory
Idaho
$330K -$2.39K -59 -0.7%
CIA
216
Compass Ion Advisors
Pennsylvania
$324K -$81.6K -2,014 -20%
HWM
217
Howard Wealth Management
Connecticut
$322K -$49.6K -1,225 -13%
Renaissance Technologies
218
Renaissance Technologies
New York
$319K +$316K +7,800 New
FC
219
Fusion Capital
South Carolina
$317K -$10.9K -270 -3%
JFA
220
JNBA Financial Advisors
Minnesota
$317K -$10.7K -265 -3%
NFG
221
Next Financial Group
Texas
$311K +$308K +7,613 New
PP
222
PrairieView Partners
Minnesota
$307K -$3.97K -98 -1%
JGIA
223
Jackson Grant Investment Advisers
Connecticut
$300K +$162 +4 +0.1%
BFA
224
Beacon Financial Advisory
Ohio
$299K -$69K -1,703 -19%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$297K -$12.5M -309,124 -98%