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

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
301
TrustCore Financial Services
Tennessee
$318K – – –
BCFS
302
Butensky & Cohen Financial Security
Florida
$314K +$2.95K +57 +1%
BJL
303
Brighton Jones LLC
Washington
$312K +$259 +5 +0.1%
NL
304
Navalign LLC
California
$301K -$24.8K -480 -8%
FAM
305
Formidable Asset Management
Ohio
$299K – – –
RBC
306
Roble Belko & Company
Pennsylvania
$298K -$9K -174 -3%
PWMG
307
Prestige Wealth Management Group
New Jersey
$292K -$22.1K -427 -7%
CHAM
308
Clear Harbor Asset Management
Connecticut
$292K +$4.66K +90 +2%
CAL
309
Capital Analysts LLC
Pennsylvania
$289K -$960K -18,560 -77%
ACM
310
Armbruster Capital Management
New York
$285K -$82.1K -1,587 -23%
CCT
311
Country Club Trust
Missouri
$278K – – –
AWM
312
Accurate Wealth Management
Florida
$278K +$271K +5,239 New
S
313
SignatureFD
Georgia
$273K – – –
DY
314
Dowling & Yahnke
California
$273K +$266K +5,147 New
TFA
315
Teamwork Financial Advisors
Texas
$269K -$1.76K -34 -0.7%
GCA
316
Gradient Capital Advisors
California
$269K – – –
FMI
317
F/M Investments
District of Columbia
$269K +$263K +5,082 New
BAM
318
Baldrige Asset Management
Pennsylvania
$262K – – –
CPW
319
Catalyst Private Wealth
California
$259K – – –
FWM
320
Focused Wealth Management
New York
$256K +$2.33K +45 +0.9%
HWMA
321
Heritage Wealth Management (Arizona)
Arizona
$252K +$246K +4,763 New
OWA
322
One Wealth Advisors
California
$249K +$243K +4,702 New
OGF
323
Orin Green Financial
California
$247K -$7.3K -141 -3%
HighTower Advisors
324
HighTower Advisors
Illinois
$246K -$18.1K -349 -7%
CB
325
Commerce Bank
Missouri
$245K – – –