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

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
251
Westside Investment Management
California
$2.37M -$59.6K -722 -2%
RMAM
252
Raab & Moskowitz Asset Management
New Jersey
$2.34M -$62.3K -754 -2%
AIM
253
Advyzon Investment Management
Illinois
$2.33M +$319K +3,860 +15%
OFS
254
OneAscent Financial Services
Alabama
$2.3M +$2.4M +29,031 New
MMA
255
Miracle Mile Advisors
California
$2.19M +$416K +5,039 +22%
OIM
256
Orca Investment Management
Oregon
$2.18M +$71.8K +869 +3%
PWM
257
Perigon Wealth Management
California
$2.18M +$42K +508 +2%
NWM
258
Northwest Wealth Management
Iowa
$2.18M +$21.1K +256 +0.9%
FEG
259
Financial Enhancement Group
Indiana
$2.17M +$38.4K +465 +2%
MWM
260
Modera Wealth Management
New Jersey
$2.14M -$179K -2,169 -7%
SI
261
Seeds Investor
New York
$2.11M +$2.06M +24,971 New
Truist Financial
262
Truist Financial
North Carolina
$2.1M -$7.85M -95,018 -78%
EWA
263
EP Wealth Advisors
California
$2.1M -$552K -6,684 -20%
DWM
264
Destination Wealth Management
California
$2.09M -$30.6K -370 -1%
RMF
265
Red Mountain Financial
Colorado
$2.08M -$9.09K -110 -0.4%
JWM
266
Jacksonville Wealth Management
Florida
$2.07M -$113K -1,365 -5%
CPIG
267
Chicago Partners Investment Group
Illinois
$2.07M +$12.6K +152 +0.6%
WIM
268
WealthPlan Investment Management
Nebraska
$2.04M +$41.7K +505 +2%
LWM
269
LJI Wealth Management
Indiana
$2.03M +$186K +2,255 +10%
WCM
270
Wealthcare Capital Management
Virginia
$2.02M +$302K +3,661 +17%
LA
271
LexAurum Advisors
Kansas
$2.02M +$2.11M +25,506 New
FWM
272
Fingerlakes Wealth Management
New York
$2.01M -$229K -2,773 -10%
FFM
273
Flagstone Financial Management
Nebraska
$1.98M – – –
SCP
274
Stevens Capital Partners
Nebraska
$1.96M -$19.9K -241 -1%
OPWM
275
Oakwell Private Wealth Management
Texas
$1.95M -$7.35K -89 -0.4%