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

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
251
Firethorn Wealth Partners
Georgia
$535K -$108K -2,083 -17%
NF
252
Nikulski Financial
Iowa
$535K +$94.3K +1,823 +22%
FGAM
253
Financial Gravity Asset Management
Texas
$528K +$135K +2,609 +35%
CAAS
254
Capital Asset Advisory Services
Michigan
$526K +$40.4K +781 +9%
GVAG
255
Great Valley Advisor Group
Delaware
$515K +$277K +5,348 +122%
JPG
256
Jordan Park Group
California
$508K -$14.5K -280 -3%
LAS
257
Lloyd Advisory Services
Georgia
$497K +$83.9K +1,622 +21%
AIP
258
Ameritas Investment Partners
Nebraska
$484K +$31.6K +610 +7%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$479K +$468K +9,046 New
TFGT
260
TS Financial Group (TSFG)
Illinois
$475K +$130K +2,512 +39%
TF
261
TLWM Financial
Texas
$474K +$17.3K +334 +4%
DWP
262
Destiny Wealth Partners
Florida
$465K -$18.1K -350 -4%
RSWM
263
Robertson Stephens Wealth Management
California
$462K
SWM
264
Stockman Wealth Management
Montana
$460K -$7.76K -150 -2%
RFN
265
RDA Financial Network
Iowa
$453K -$91.1K -1,760 -17%
PTC
266
Private Trust Company
Ohio
$452K +$32.5K +629 +8%
ISWM
267
Independent Solutions Wealth Management
New York
$449K +$33K +638 +8%
MCWS
268
McKinley Carter Wealth Services
West Virginia
$446K -$18.3K -354 -4%
BPB
269
Badgley, Phelps & Bell
Washington
$445K -$30K -580 -6%
BC
270
Brio Consultants
California
$440K +$3K +58 +0.7%
APC
271
Aspire Private Capital
North Carolina
$436K -$716K -13,837 -63%
IFG
272
Investors Financial Group
Minnesota
$429K
CA
273
Cetera Advisors
Colorado
$428K +$173K +3,340 +70%
TWP
274
Tempus Wealth Planning
California
$422K +$46.9K +907 +13%
CRI
275
Colonial River Investments
Virginia
$422K +$412K +7,961 New