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

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$1M -$11.2M -233,748 -92%
WAS
202
Wealth Advisory Solutions
Indiana
$1M -$37K -773 -5%
Renaissance Technologies
203
Renaissance Technologies
New York
$989K +$689K +14,400 +253%
DI
204
DAGCO Inc
Ohio
$978K +$5.59K +117 +0.6%
WCWM
205
Wooster Corthell Wealth Management
Connecticut
$945K -$1.39K -29 -0.2%
BMD
206
Better Money Decisions
New Mexico
$911K +$886K +18,525 New
ECM
207
Exchange Capital Management
Michigan
$903K +$612K +12,802 +230%
CGFA
208
Colton Groome Financial Advisors
North Carolina
$900K +$875K +18,300 New
DA
209
Detalus Advisors
Missouri
$877K +$35.8K +748 +4%
TWM
210
Trinity Wealth Management
Pennsylvania
$876K +$138K +2,879 +19%
FHA
211
First Horizon Advisors
Tennessee
$866K – – –
MAS
212
Managed Account Services
Florida
$865K -$10.9K -227 -1%
BWP
213
Bernardo Wealth Planning
Pennsylvania
$864K -$35.2K -736 -4%
PG
214
Prostatis Group
Maryland
$856K -$103K -2,158 -11%
CCM
215
Crew Capital Management
Ohio
$831K +$808K +16,895 New
BBHC
216
Brown Brothers Harriman & Co
New York
$830K – – –
SFM
217
Signet Financial Management
New Jersey
$820K -$2.92K -61 -0.4%
BF
218
BOK Financial
Oklahoma
$781K -$46.7K -977 -6%
SFS
219
Sowell Financial Services
Arkansas
$756K -$435K -9,107 -38%
APA
220
American Portfolios Advisors
New York
$752K +$248K +5,183 +51%
VCM
221
Virtue Capital Management
Tennessee
$750K -$380K -7,944 -34%
WWM
222
WT Wealth Management
Arizona
$699K -$25.2K -527 -4%
ODCM
223
Old Dominion Capital Management
Virginia
$694K -$30.5K -638 -4%
WOSD
224
WFA of San Diego
California
$690K -$61.6K -1,288 -8%
Lido Advisors
225
Lido Advisors
California
$681K -$44.7K -935 -6%