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

Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
301
Arthur M. Cohen & Associates
Illinois
$604K
LAS
302
Lloyd Advisory Services
Georgia
$594K +$56.7K +1,002 +11%
CA
303
Cetera Advisors
Colorado
$590K -$237K -4,185 -29%
IFG
304
Investors Financial Group
Minnesota
$585K +$105K +1,858 +23%
TWP
305
Tempus Wealth Planning
California
$576K +$35.6K +629 +7%
HGERS
306
Householder Group Estate & Retirement Specialist
Arizona
$566K +$548K +9,675 New
TF
307
TLWM Financial
Texas
$564K +$26K +460 +5%
VWM
308
Vigilare Wealth Management
Arizona
$555K +$60.5K +1,069 +13%
CAL
309
Capital Analysts LLC
Pennsylvania
$555K +$113K +2,000 +27%
UFA
310
US Financial Advisors
Massachusetts
$538K +$140K +2,468 +37%
AWM
311
Apollon Wealth Management
South Carolina
$537K +$519K +9,179 New
BlackRock
312
BlackRock
New York
$524K -$30.3K -535 -6%
RSWM
313
Robertson Stephens Wealth Management
California
$516K +$5.66K +100 +1%
WCA
314
Westover Capital Advisors
Delaware
$515K +$17.8K +314 +4%
FWP
315
Firethorn Wealth Partners
Georgia
$506K +$490K +8,654 New
RFN
316
RDA Financial Network
Iowa
$499K -$1.13K -20 -0.2%
DWP
317
Destiny Wealth Partners
Florida
$495K
BPWM
318
Badgley Phelps Wealth Managers
Washington
$491K
IWN
319
Independent Wealth Network
Iowa
$490K +$1.47K +26 +0.3%
SWM
320
Stockman Wealth Management
Montana
$481K -$26.1K -462 -5%
JGIA
321
Jackson Grant Investment Advisers
Connecticut
$481K +$51.4K +908 +12%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$472K -$10.9K -193 -2%
AIP
323
Ameritas Investment Partners
Nebraska
$472K +$8.66K +153 +2%
FSA
324
Financial Sense Advisors
California
$470K +$1.25K +22 +0.3%
NP
325
NorthRock Partners
Minnesota
$470K +$51.7K +913 +13%