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

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
326
Tyler-Stone Wealth Management
Ohio
$662K +$232K +3,628 +57%
DIM
327
DLK Investment Management
California
$661K -$10.6K -166 -2%
AIP
328
Ameritas Investment Partners
Nebraska
$657K +$7.75K +121 +1%
FTUS
329
Flow Traders U.S.
New York
$654K +$382K +5,967 +154%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$651K +$27.7K +432 +5%
LSA
331
L & S Advisors
California
$651K +$64 +1 +0%
Focus Partners Wealth
332
Focus Partners Wealth
Massachusetts
$627K +$103K +1,605 +20%
PG
333
Patten Group
Tennessee
$618K +$8.45K +132 +1%
MIM
334
Moseley Investment Management
Florida
$614K -$18.9K -295 -3%
TPWM
335
Twelve Points Wealth Management
Massachusetts
$607K -$37.1K -579 -6%
BAM
336
Belpointe Asset Management
Nevada
$607K +$298K +4,657 +104%
USCWA
337
U.S. Capital Wealth Advisors
Texas
$601K
VIM
338
Vista Investment Management
Pennsylvania
$599K -$34.1K -532 -6%
SFG
339
SNS Financial Group
Minnesota
$590K -$31.4K -491 -5%
SW
340
SlateStone Wealth
Florida
$584K -$1.92K -30 -0.3%
AWA
341
Arkadios Wealth Advisors
Georgia
$580K -$262K -4,088 -32%
RSWM
342
Robertson Stephens Wealth Management
California
$579K
IWN
343
Independent Wealth Network
Iowa
$571K +$1.92K +30 +0.3%
LCWP
344
Legacy Capital Wealth Partners
Arkansas
$565K +$545K +8,518 New
DWP
345
Destiny Wealth Partners
Florida
$563K -$31.7K -495 -6%
GF
346
Goodman Financial
Texas
$560K +$84.9K +1,326 +19%
DC
347
Darrow Company
Massachusetts
$553K -$1.86K -29 -0.3%
Envestnet Portfolio Solutions
348
Envestnet Portfolio Solutions
Illinois
$537K -$53.4K -834 -9%
HIP
349
HUB Investment Partners
Texas
$530K -$49.2K -768 -9%
FAIM
350
Financial Advocates Investment Management
Washington
$530K -$31.6K -494 -6%