We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
226
Horst & Graben Wealth Management
Oregon
$681K +$32.9K +688 +5%
B
227
Bridgeworth
Alabama
$668K -$71.1K -1,486 -10%
PCP
228
Proficio Capital Partners
Massachusetts
$666K – – –
CFAM
229
Center For Asset Management
Florida
$655K -$19.3K -403 -3%
GF
230
Goodman Financial
Texas
$647K +$396K +8,271 +169%
ASW
231
Astoria Strategic Wealth
Texas
$642K +$53.3K +1,114 +9%
RJA
232
Raymond James & Associates
Florida
$625K -$7.6K -159 -1%
MIM
233
Moseley Investment Management
Florida
$612K -$99.4K -2,079 -14%
G
234
GenTrust
Florida
$606K +$601K +12,562 New
FWP
235
Firethorn Wealth Partners
Georgia
$599K -$149K -3,123 -20%
VWA
236
V Wealth Advisors
Kansas
$596K +$27.4K +573 +5%
SW
237
SlateStone Wealth
Florida
$595K -$902K -18,868 -61%
AFP
238
Ausdal Financial Partners
Iowa
$573K +$44.9K +938 +9%
LWAC
239
Laurel Wealth Advisors (California)
California
$571K +$17.3K +362 +3%
HB
240
Homrich & Berg
Georgia
$538K +$25.9K +541 +5%
GLA
241
Good Life Advisors
Pennsylvania
$525K +$73.7K +1,541 +17%
CA
242
Continuum Advisory
Idaho
$516K +$92.7K +1,939 +24%
TYCC
243
Texas Yale Capital Corp
Florida
$515K – – –
AMCA
244
Arthur M. Cohen & Associates
Illinois
$509K – – –
RFN
245
RDA Financial Network
Iowa
$507K -$7.17K -150 -1%
EWM
246
Echo Wealth Management
Minnesota
$501K +$487K +10,177 New
UFA
247
US Financial Advisors
Massachusetts
$494K +$226K +4,728 +89%
JPG
248
Jordan Park Group
California
$485K – – –
TC
249
Telemus Capital
Michigan
$473K +$208K +4,358 +87%
Fidelity Investments
250
Fidelity Investments
Massachusetts
$455K +$14.3K +299 +3%