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

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
Bernardo Wealth Planning
Pennsylvania
$721K -$70.9K -1,449 -8%
QC
252
Quent Capital
New York
$721K +$81.3K +1,661 +11%
UFA
253
US Financial Advisors
Massachusetts
$713K +$343K +7,005 +77%
NF
254
Nikulski Financial
Iowa
$711K +$26.1K +533 +3%
HighTower Advisors
255
HighTower Advisors
Illinois
$707K +$151K +3,078 +24%
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$691K -$156K -3,183 -17%
LFP
257
Leeward Financial Partners
Washington
$686K +$3.43K +70 +0.5%
PWM
258
Penobscot Wealth Management
Maine
$683K
VWA
259
V Wealth Advisors
Kansas
$680K +$42.9K +877 +6%
MOS
260
MGO One Seven
Ohio
$676K +$1.57K +32 +0.2%
WS
261
Wedbush Securities
California
$667K +$377K +7,690 +104%
MWM
262
McNaughton Wealth Management
California
$640K -$1.36M -27,760 -66%
ASW
263
Astoria Strategic Wealth
Texas
$630K +$3.23K +66 +0.5%
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$626K +$112K +2,280 +19%
GVAG
265
Great Valley Advisor Group
Delaware
$621K -$11.9K -244 -2%
Lido Advisors
266
Lido Advisors
California
$608K -$343 -7 -0.1%
JIC
267
JRM Investment Counsel
Nebraska
$607K -$153K -3,126 -19%
TC
268
Trilogy Capital
California
$596K +$662K +13,514 New
FMWA
269
Forvis Mazars Wealth Advisors
Missouri
$592K -$75.9K -1,550 -10%
CA
270
Continuum Advisory
Idaho
$570K +$122K +2,488 +24%
MWM
271
MBE Wealth Management
Wisconsin
$561K -$56.5K -1,154 -8%
ETIA
272
Epic Trust Investment Advisors
Washington
$559K -$46.2K -944 -7%
SWM
273
Sanctuary Wealth Management
Idaho
$558K -$930 -19 -0.1%
G
274
GenTrust
Florida
$554K
NA
275
NewEdge Advisors
Louisiana
$554K +$615K +12,562 New