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

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Alta Wealth Advisors
Massachusetts
$1.43M +$64.3K +893 +5%
WHG
277
Westwood Holdings Group
Texas
$1.42M
SB
278
Strategic Blueprint
Georgia
$1.41M +$2.59K +36 +0.2%
LCWP
279
Legacy Capital Wealth Partners
Arkansas
$1.41M +$309K +4,300 +28%
SA
280
Stewardship Advisors
Pennsylvania
$1.4M
MFA
281
McClarren Financial Advisors
Pennsylvania
$1.4M +$127K +1,769 +10%
TCM
282
Telos Capital Management
California
$1.38M -$41.7K -580 -3%
BMD
283
Better Money Decisions
New Mexico
$1.37M -$80.4K -1,117 -5%
ADL
284
Asset Dedication LLC
California
$1.37M
AWMG
285
Alliance Wealth Management Group
New Jersey
$1.35M -$266K -3,699 -16%
SW
286
Simplicity Wealth
New Jersey
$1.34M -$103K -1,427 -7%
VCM
287
Virtue Capital Management
Tennessee
$1.33M +$412K +5,731 +44%
LMKC
288
L.M. Kohn & Company
Ohio
$1.3M +$243K +3,376 +23%
Stifel Financial
289
Stifel Financial
Missouri
$1.3M -$290K -4,025 -18%
BEC
290
Blue Edge Capital
Virginia
$1.28M +$576 +8 +0%
AWM
291
Apollon Wealth Management
South Carolina
$1.28M -$6.4K -89 -0.5%
CW
292
CreativeOne Wealth
Kansas
$1.28M -$1.01M -14,050 -44%
GT
293
Glenview Trust
Kentucky
$1.28M
EWM
294
Echo Wealth Management
Minnesota
$1.27M +$8.78K +122 +0.7%
WWA
295
WCG Wealth Advisors
Nevada
$1.26M -$114K -1,588 -8%
FHA
296
First Horizon Advisors
Tennessee
$1.25M
Lido Advisors
297
Lido Advisors
California
$1.24M +$175K +2,432 +16%
CMMS
298
Comprehensive Money Management Services
Florida
$1.24M +$1.25M +17,342 New
BSTWA
299
Blake Schutter Theil Wealth Advisors
Ohio
$1.21M -$720 -10 -0.1%
KFGG
300
Keystone Financial Group (Georgia)
Georgia
$1.21M +$1.22M +16,960 New