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

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
301
Waller Financial Planning Group
Ohio
$1.15M +$42.4K +593 +4%
BBHC
302
Brown Brothers Harriman & Co
New York
$1.15M
SFC
303
Strategic Financial Concepts
Texas
$1.15M +$28.6K +399 +2%
FHA
304
First Horizon Advisors
Tennessee
$1.14M -$48.6K -679 -4%
RFP
305
Root Financial Partners
California
$1.14M +$5.8K +81 +0.5%
PCP
306
Proficio Capital Partners
Massachusetts
$1.14M
CMMS
307
Comprehensive Money Management Services
Florida
$1.13M -$54.5K -761 -4%
KFGG
308
Keystone Financial Group (Georgia)
Georgia
$1.13M -$25.8K -361 -2%
LFP
309
Leeward Financial Partners
Washington
$1.1M +$3.65K +51 +0.3%
PTC
310
Private Trust Company
Ohio
$1.08M +$229K +3,200 +25%
LA
311
Lifeworks Advisors
Michigan
$1.05M -$91.8K -1,283 -8%
SPI
312
Sutton Place Investors
New York
$1.04M -$4.15K -58 -0.4%
AIM
313
Advyzon Investment Management
Illinois
$1.01M +$638K +8,920 +150%
NF
314
Nikulski Financial
Iowa
$996K -$11.8K -165 -1%
BWP
315
Bernardo Wealth Planning
Pennsylvania
$983K +$72 +1 +0%
PWM
316
Penobscot Wealth Management
Maine
$974K +$24.9K +348 +2%
CFGA
317
Cambridge Financial Group (Arizona)
Arizona
$950K
CA
318
Clearstead Advisors
Ohio
$947K +$886K +12,384 +802%
BFG
319
Bleakley Financial Group
New Jersey
$946K +$179K +2,503 +22%
NP
320
NorthRock Partners
Minnesota
$939K -$17.3K -241 -2%
ACM
321
Armbruster Capital Management
New York
$927K +$4.51K +63 +0.5%
ARC
322
Advisor Resource Council
Texas
$924K +$972K +13,584 New
TF
323
TLWM Financial
Texas
$923K -$2.08K -29 -0.2%
CA
324
Continuum Advisory
Idaho
$923K -$34.9K -487 -3%
AssetMark Inc
325
AssetMark Inc
California
$920K -$967K -13,510 -50%