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

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
201
Managed Account Services
Florida
$1.03M +$100K +1,937 +11%
IWM
202
IHT Wealth Management
Illinois
$1.03M -$549K -10,612 -35%
TCM
203
Triumph Capital Management
Colorado
$1.02M +$985K +19,043 New
DA
204
Detalus Advisors
Missouri
$1.02M +$76.7K +1,482 +8%
IA
205
Insight Advisors
Pennsylvania
$1.01M -$100K -1,939 -9%
WCWM
206
Wooster Corthell Wealth Management
Connecticut
$980K -$37.1K -717 -4%
BMD
207
Better Money Decisions
New Mexico
$979K -$2.17K -42 -0.2%
MWM
208
MBE Wealth Management
Wisconsin
$956K -$4.34M -83,889 -82%
CCM
209
Crew Capital Management
Ohio
$939K +$42.8K +828 +5%
FHA
210
First Horizon Advisors
Tennessee
$932K – – –
BWP
211
Bernardo Wealth Planning
Pennsylvania
$932K +$1.97K +38 +0.2%
SWM
212
Sanctuary Wealth Management
Idaho
$920K -$209K -4,041 -19%
CFAM
213
Center For Asset Management
Florida
$915K +$205K +3,966 +30%
BBHC
214
Brown Brothers Harriman & Co
New York
$894K – – –
Fidelity Investments
215
Fidelity Investments
Massachusetts
$878K +$379K +7,322 +79%
WOSD
216
WFA of San Diego
California
$867K +$121K +2,347 +17%
SFM
217
Signet Financial Management
New Jersey
$865K -$17.4K -336 -2%
PG
218
Prostatis Group
Maryland
$862K -$59.2K -1,145 -7%
PWM
219
Penobscot Wealth Management
Maine
$834K +$815K +15,746 New
WAS
220
Wealth Advisory Solutions
Indiana
$822K -$12.4K -240 -2%
SFS
221
Sowell Financial Services
Arkansas
$796K +$24.6K +475 +3%
PWMG
222
Pinnacle Wealth Management Group
Michigan
$794K +$776K +14,992 New
CPIG
223
Chicago Partners Investment Group
Illinois
$779K +$742K +14,339 New
FDS
224
Freedom Day Solutions
Texas
$778K +$760K +14,686 New
ODCM
225
Old Dominion Capital Management
Virginia
$745K -$3.1K -60 -0.4%