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

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
Wade Financial Advisory
California
$2.15M -$23.8K -353 -1%
NA
202
NewEdge Advisors
Louisiana
$2.14M +$240K +3,556 +13%
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$2.11M
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M -$68.1K -1,008 -3%
TVAMP
205
Tennessee Valley Asset Management Partners
Tennessee
$2.09M +$139K +2,051 +7%
MFG
206
Merit Financial Group
Georgia
$2.05M -$43.7K -647 -2%
FFA
207
Founders Financial Alliance
North Carolina
$2.02M +$32.7K +484 +2%
SSWM
208
Sheets Smith Wealth Management
North Carolina
$2.01M -$7.02K -104 -0.4%
IPA
209
Investment Planning Advisors
Georgia
$1.98M
WIM
210
Westside Investment Management
California
$1.96M -$8.85K -131 -0.5%
NAS
211
Nicolet Advisory Services
Wisconsin
$1.95M -$135K -1,995 -7%
WAS
212
Wealth Advisory Solutions
Indiana
$1.94M +$119K +1,763 +7%
BCB
213
Brian C. Broderick
$1.94M -$20.3K -300 -1%
CA
214
Claro Advisors
Massachusetts
$1.92M +$147K +2,179 +9%
OPWM
215
Oakwell Private Wealth Management
Texas
$1.9M -$21.7K -321 -1%
GVAG
216
Great Valley Advisor Group
Delaware
$1.88M +$513K +7,598 +40%
FIM
217
Fernwood Investment Management
Massachusetts
$1.88M -$446K -6,611 -20%
CWM
218
Cahill Wealth Management
Michigan
$1.87M -$402K -5,956 -18%
TSWM
219
Tyler-Stone Wealth Management
Ohio
$1.87M +$1.13M +16,673 +167%
AFS
220
Annapolis Financial Services
Maryland
$1.87M -$1.49K -22 -0.1%
BPA
221
Beacon Pointe Advisors
California
$1.83M -$15.1K -224 -0.9%
TCM
222
Towercrest Capital Management
Pennsylvania
$1.81M -$26.7K -395 -2%
CFGA
223
Cambridge Financial Group (Arizona)
Arizona
$1.8M -$50.6K -750 -3%
WFP
224
Wrenne Financial Planning
Kentucky
$1.8M +$50K +740 +3%
NWM
225
Northwest Wealth Management
Iowa
$1.8M -$52.7K -781 -3%