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

Name Holding Trade Value Shares
Change
Change in
Stake
DA
201
Detalus Advisors
Missouri
$787K +$48.9K +1,122 +7%
BBHC
202
Brown Brothers Harriman & Co
New York
$778K -$956K -21,934 -57%
BF
203
BOK Financial
Oklahoma
$777K +$27.7K +635 +4%
SFM
204
Signet Financial Management
New Jersey
$771K +$26.5K +608 +4%
WAS
205
Wealth Advisory Solutions
Indiana
$761K +$11.2K +257 +2%
CG
206
Cutler Group
California
$753K +$557K +12,778 +358%
CSPAM
207
Cary Street Partners Asset Management
Virginia
$716K +$677K +15,535 New
FWP
208
Firethorn Wealth Partners
Georgia
$706K +$667K +15,309 New
B
209
Bridgeworth
Alabama
$694K -$10.9K -249 -2%
TWM
210
Trinity Wealth Management
Pennsylvania
$688K +$650K +14,924 New
CAAS
211
Capital Asset Advisory Services
Michigan
$686K +$25.2K +578 +4%
Lido Advisors
212
Lido Advisors
California
$681K +$1.09K +25 +0.2%
ODCM
213
Old Dominion Capital Management
Virginia
$680K -$5.45K -125 -0.8%
WWM
214
WT Wealth Management
Arizona
$679K -$8.28K -190 -1%
MIM
215
Moseley Investment Management
Florida
$669K +$41.9K +962 +7%
CWM
216
Cornerstone Wealth Management
Missouri
$664K -$192K -4,401 -23%
CFAM
217
Center For Asset Management
Florida
$632K +$598K +13,717 New
PCP
218
Proficio Capital Partners
Massachusetts
$624K – – –
HGWM
219
Horst & Graben Wealth Management
Oregon
$607K +$177K +4,055 +45%
LAS
220
Lloyd Advisory Services
Georgia
$596K +$563K +12,922 New
RJA
221
Raymond James & Associates
Florida
$593K +$44.1K +1,011 +9%
JFS
222
JD Financial Services
Pennsylvania
$587K +$556K +12,746 New
BHWM
223
Bay Harbor Wealth Management
Maryland
$551K +$521K +11,948 New
ASW
224
Astoria Strategic Wealth
Texas
$550K +$9.54K +219 +2%
PTC
225
Private Trust Company
Ohio
$534K +$188K +4,324 +59%