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

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
301
Gibson Wealth Advisors
Texas
$614K +$594K +10,500 New
TYCC
302
Texas Yale Capital Corp
Florida
$612K – – –
AMCA
303
Arthur M. Cohen & Associates
Illinois
$604K – – –
LAS
304
Lloyd Advisory Services
Georgia
$594K +$56.7K +1,002 +11%
CA
305
Cetera Advisors
Colorado
$590K -$237K -4,185 -29%
IFG
306
Investors Financial Group
Minnesota
$585K +$105K +1,858 +23%
TWP
307
Tempus Wealth Planning
California
$576K +$35.6K +629 +7%
HGERS
308
Householder Group Estate & Retirement Specialist
Arizona
$566K +$548K +9,675 New
TF
309
TLWM Financial
Texas
$564K +$26K +460 +5%
VWM
310
Vigilare Wealth Management
Arizona
$555K +$60.5K +1,069 +13%
CAL
311
Capital Analysts LLC
Pennsylvania
$555K +$113K +2,000 +27%
UFA
312
US Financial Advisors
Massachusetts
$538K +$140K +2,468 +37%
AWM
313
Apollon Wealth Management
South Carolina
$537K +$519K +9,179 New
BlackRock
314
BlackRock
New York
$524K -$30.3K -535 -6%
RSWM
315
Robertson Stephens Wealth Management
California
$516K +$5.66K +100 +1%
WCA
316
Westover Capital Advisors
Delaware
$515K +$17.8K +314 +4%
FWP
317
Firethorn Wealth Partners
Georgia
$506K +$490K +8,654 New
RFN
318
RDA Financial Network
Iowa
$499K -$1.13K -20 -0.2%
DWP
319
Destiny Wealth Partners
Florida
$495K – – –
BPWM
320
Badgley Phelps Wealth Managers
Washington
$491K – – –
IWN
321
Independent Wealth Network
Iowa
$490K +$1.47K +26 +0.3%
SWM
322
Stockman Wealth Management
Montana
$481K -$26.1K -462 -5%
JGIA
323
Jackson Grant Investment Advisers
Connecticut
$481K +$51.4K +908 +12%
MCWS
324
McKinley Carter Wealth Services
West Virginia
$472K -$10.9K -193 -2%
AIP
325
Ameritas Investment Partners
Nebraska
$472K +$8.66K +153 +2%