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

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Echo Wealth Management
Minnesota
$1.44M +$126K +2,643 +10%
BCB
202
Brian C. Broderick
$1.42M
WIM
203
WealthPlan Investment Management
Nebraska
$1.41M +$17.1K +359 +1%
WP
204
WealthPLAN Partners
Nebraska
$1.41M +$1.31M +27,659 New
AFS
205
Annapolis Financial Services
Maryland
$1.41M -$149K -3,144 -10%
GLA
206
Great Lakes Advisors
Illinois
$1.4M -$3.7M -77,944 -21%
DA
207
Detalus Advisors
Missouri
$1.4M +$631K +13,273 +81%
BFS
208
Bickling Financial Services
Massachusetts
$1.39M -$3.42K -72 -0.2%
JGCM
209
Joseph Group Capital Management
Ohio
$1.39M -$28.4K -597 -2%
NWM
210
Northwest Wealth Management
Iowa
$1.35M +$43.8K +922 +3%
WCG
211
Wall Capital Group
Arizona
$1.35M +$264K +5,561 +25%
MFA
212
McClarren Financial Advisors
Pennsylvania
$1.34M +$73.4K +1,545 +6%
TCM
213
Triumph Capital Management
Colorado
$1.34M +$28.6K +601 +2%
PAG
214
Private Advisor Group
New Jersey
$1.33M -$2.96M -62,306 -3%
MFA
215
Morling Financial Advisors
California
$1.28M -$28.5K -600 -2%
WFPG
216
Waller Financial Planning Group
Ohio
$1.28M +$15.8K +333 +1%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$1.27M +$843K +17,739 +195%
OWA
218
Outlook Wealth Advisors
Texas
$1.26M -$1.55M -32,599 -55%
JWA
219
JFS Wealth Advisors
Pennsylvania
$1.26M -$126K -2,659 -9%
CBFP
220
Cedar Brook Financial Partners
Ohio
$1.25M +$58.9K +1,240 +5%
TCM
221
Towercrest Capital Management
Pennsylvania
$1.23M -$38.6K -812 -3%
SFG
222
SNS Financial Group
Minnesota
$1.22M -$14.3K -300 -1%
PCA
223
Prosperity Capital Advisors
Ohio
$1.22M +$1.22M +25,724 New
CWM
224
Cahill Wealth Management
Michigan
$1.21M +$122K +2,574 +12%
FHC
225
First Heartland Consultants
Missouri
$1.2M -$487K -10,255 -29%