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

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
326
DLK Investment Management
California
$762K +$61.9K +917 +9%
LSA
327
L & S Advisors
California
$762K +$72.4K +1,072 +11%
FTDI
328
First Trust Direct Indexing
Massachusetts
$761K +$734K +10,868 New
CA
329
Continuum Advisory
Idaho
$761K -$37.5K -555 -5%
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$748K +$15.1K +224 +2%
AIP
331
Ameritas Investment Partners
Nebraska
$739K +$43.8K +648 +7%
GAB
332
German American Bancorp
Indiana
$737K
GWA
333
Gibson Wealth Advisors
Texas
$736K
BFG
334
Berger Financial Group
Minnesota
$735K -$7.9K -117 -1%
HF
335
HRT Financial
New York
$733K +$707K +10,474 New
TYCC
336
Texas Yale Capital Corp
Florida
$732K
SFM
337
Signet Financial Management
New Jersey
$730K +$270 +4 +0%
RWM
338
Ritholtz Wealth Management
New York
$724K -$500K -7,411 -42%
MWAM
339
Manhattan West Asset Management
California
$712K -$40.4K -598 -6%
WWM
340
Wiser Wealth Management
Georgia
$697K -$12K -178 -2%
OFP
341
OLIO Financial Planning
Virginia
$687K
FMWA
342
Forvis Mazars Wealth Advisors
Missouri
$674K -$13.2K -195 -2%
BAM
343
Belpointe Asset Management
Nevada
$657K +$15.9K +235 +3%
PCMC
344
Private Capital Management (Colorado)
Colorado
$656K -$1.08M -15,974 -63%
PG
345
Patten Group
Tennessee
$653K +$338 +5 +0.1%
Jones Financial Companies
346
Jones Financial Companies
Missouri
$644K +$374K +5,538 +150%
WIM
347
WealthPlan Investment Management
Nebraska
$635K +$612K +9,066 New
CCMG
348
Clark Capital Management Group
Pennsylvania
$635K +$612K +9,057 New
USCWA
349
U.S. Capital Wealth Advisors
Texas
$634K
MIM
350
Moseley Investment Management
Florida
$630K -$17.6K -260 -3%