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

Name Holding Trade Value Shares
Change
Change in
Stake
MADFP
201
Michael A Dubis Financial Planning
Wisconsin
$2.81M +$1.43K +20 +0%
Betterment LLC
202
Betterment LLC
New York
$2.72M +$313K +4,374 +12%
MWA
203
Medallion Wealth Advisors
Connecticut
$2.64M +$494K +6,903 +22%
DWM
204
Dogwood Wealth Management
Kansas
$2.64M -$486K -6,787 -15%
AQR Capital Management
205
AQR Capital Management
Connecticut
$2.5M +$2.64M +36,825 New
OIM
206
Orca Investment Management
Oregon
$2.49M -$5.87K -82 -0.2%
BOH
207
Bank of Hawaii
Hawaii
$2.48M -$21.8K -305 -0.8%
AWG
208
Altus Wealth Group
Colorado
$2.48M -$96.7K -1,351 -4%
FSA
209
Financial Sense Advisors
California
$2.44M +$272K +3,793 +12%
WAS
210
Wealth Advisory Solutions
Indiana
$2.34M +$198K +2,763 +9%
FFA
211
Founders Financial Alliance
North Carolina
$2.33M +$413K +5,771 +20%
SFP
212
Strategic Financial Planning
Texas
$2.27M +$286 +4 +0%
BNMT
213
Bawa N Mallick Trust
New York
$2.27M
TVAMP
214
Tennessee Valley Asset Management Partners
Tennessee
$2.26M +$190K +2,661 +9%
P
215
Pitcairn
Pennsylvania
$2.25M -$562K -7,845 -19%
CA
216
Claro Advisors
Massachusetts
$2.25M +$396K +5,533 +20%
SWA
217
SFMG Wealth Advisors
Texas
$2.23M -$317K -4,424 -12%
LAS
218
Legacy Advisory Services
Pennsylvania
$2.21M +$95.3K +1,331 +4%
NA
219
NewEdge Advisors
Louisiana
$2.18M -$454K -6,345 -16%
QC
220
Quent Capital
New York
$2.16M +$57.8K +808 +3%
BAG
221
Bridgewealth Advisory Group
California
$2.15M -$13.9M -194,726 -86%
CPA
222
Cardiff Park Advisors
California
$2.15M +$1.71M +23,933 +314%
RMAM
223
Raab & Moskowitz Asset Management
New Jersey
$2.13M -$19.5K -273 -0.9%
FWM
224
Fingerlakes Wealth Management
New York
$2.11M -$69.9K -976 -3%
FEG
225
Financial Enhancement Group
Indiana
$2.1M -$46.1K -644 -2%