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

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
326
Signet Financial Management
New Jersey
$481K -$41.5K -874 -8%
PTC
327
Private Trust Company
Ohio
$476K -$53.4K -1,125 -10%
HWM
328
HB Wealth Management
Georgia
$470K +$225K +4,735 +91%
BlackRock
329
BlackRock
New York
$462K -$143 -3 -0%
FZCM
330
Flynn Zito Capital Management
New York
$462K +$85K +1,789 +22%
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$461K -$174K -3,670 -27%
SW
332
SlateStone Wealth
Florida
$458K
SWM
333
Sanctuary Wealth Management
Idaho
$457K -$142K -2,991 -24%
ACM
334
Armbruster Capital Management
New York
$456K +$160K +3,374 +54%
MIM
335
Moseley Investment Management
Florida
$453K -$93.6K -1,971 -17%
ISWM
336
Independent Solutions Wealth Management
New York
$448K -$102K -2,147 -18%
TPWM
337
Twelve Points Wealth Management
Massachusetts
$448K
DWP
338
Destiny Wealth Partners
Florida
$442K +$52.6K +1,107 +13%
PG
339
Patten Group
Tennessee
$432K +$56.2K +1,183 +15%
AIP
340
Ameritas Investment Partners
Nebraska
$426K +$38.6K +812 +10%
RSWM
341
Robertson Stephens Wealth Management
California
$418K
VPP
342
Vertex Planning Partners
Illinois
$414K +$416K +8,754 New
TFGT
343
TS Financial Group (TSFG)
Illinois
$406K
PWM
344
Perigon Wealth Management
California
$405K +$118K +2,482 +41%
IFPG
345
Intrepid Financial Planning Group
Indiana
$392K -$13.6K -287 -3%
RFN
346
RDA Financial Network
Iowa
$388K
CIAS
347
CFS Investment Advisory Services
New Jersey
$379K +$4.99K +105 +1%
FWP
348
Firethorn Wealth Partners
Georgia
$377K +$2.95K +62 +0.8%
FCM
349
Fourpath Capital Management
Oklahoma
$376K -$719K -15,129 -66%
Lido Advisors
350
Lido Advisors
California
$368K -$285K -5,998 -44%