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

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$4.41M +$202K +2,465 +5%
ACA
202
Aptus Capital Advisors
Alabama
$4.39M +$524K +6,408 +14%
AO
203
Advisor OS
Illinois
$4.3M +$174K +2,124 +4%
MA
204
MJP Associates
Connecticut
$4.24M +$173K +2,116 +4%
PWM
205
Praetorian Wealth Management
California
$4.09M +$11.4K +139 +0.3%
IPA
206
Investment Planning Advisors
Georgia
$3.99M +$200K +2,449 +5%
EWM
207
Evercore Wealth Management
New York
$3.97M +$2.78M +33,954 +240%
JAG
208
Journey Advisory Group
Kentucky
$3.85M -$330K -4,032 -8%
BOH
209
Bank of Hawaii
Hawaii
$3.84M -$10.8K -132 -0.3%
CFO
210
Cambient Family Office
Michigan
$3.79M +$3.75M +45,897 New
SSWM
211
Sheets Smith Wealth Management
North Carolina
$3.75M +$61.5K +752 +2%
VT
212
Vise Technologies
New York
$3.62M +$1.65M +20,126 +85%
CFGF
213
Compass Financial Group (Florida)
Florida
$3.55M -$45.1K -551 -1%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$3.5M -$131K -1,606 -4%
KW
215
KWB Wealth
California
$3.36M -$370K -4,530 -10%
SFA
216
Sequoia Financial Advisors
Ohio
$3.35M -$113K -1,378 -3%
WAS
217
Wealth Advisory Solutions
Indiana
$3.35M +$102K +1,247 +3%
CPA
218
Cardiff Park Advisors
California
$3.29M +$9.57K +117 +0.3%
TVAMP
219
Tennessee Valley Asset Management Partners
Tennessee
$3.25M +$142K +1,734 +5%
OIA
220
OneDigital Investment Advisors
Kansas
$3.25M -$102K -1,243 -3%
AWM
221
AE Wealth Management
Kansas
$3.22M -$138K -1,691 -4%
Betterment LLC
222
Betterment LLC
New York
$3.19M -$59.9K -732 -2%
Stifel Financial
223
Stifel Financial
Missouri
$3.13M +$1.69M +20,652 +120%
LBC
224
Lane Brothers & Co
Arizona
$3.07M +$3.05M +37,242 New
QC
225
Quent Capital
New York
$3.06M +$325K +3,977 +12%