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

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
326
Prime Capital Investment Advisors
Kansas
$917K +$497K +6,943 +106%
AMCA
327
Arthur M. Cohen & Associates
Illinois
$872K
SP
328
Sequent Planning
Nebraska
$864K +$65K +908 +8%
G
329
GenTrust
Florida
$854K
Franklin Resources
330
Franklin Resources
California
$847K
LSA
331
L & S Advisors
California
$839K +$122K +1,703 +16%
First Trust Advisors
332
First Trust Advisors
Illinois
$836K +$102K +1,419 +13%
PWM
333
Prentice Wealth Management
New York
$833K -$77.5K -1,083 -8%
BAM
334
Belpointe Asset Management
Nevada
$821K +$209K +2,913 +32%
WS
335
Wedbush Securities
California
$812K -$46K -643 -5%
GA
336
Goldstein Advisors
Wisconsin
$808K -$2.36K -33 -0.3%
PWM
337
Paulson Wealth Management
Illinois
$806K +$302K +4,225 +55%
UFA
338
US Financial Advisors
Massachusetts
$792K +$21K +294 +3%
DC
339
Davenport & Co
Virginia
$775K
VPP
340
Vertex Planning Partners
Illinois
$758K -$49.8K -696 -6%
BCM
341
Brookstone Capital Management
Illinois
$757K -$227K -3,171 -22%
NG
342
Novem Group
New York
$754K -$111K -1,551 -12%
WAM
343
WNY Asset Management
New York
$753K +$20.3K +284 +3%
AT
344
Arlington Trust
Alabama
$753K +$213K +2,970 +37%
EWA
345
EverSource Wealth Advisors
Alabama
$750K +$741K +10,358 +1,548%
DC
346
Darrow Company
Massachusetts
$744K -$55.6K -777 -7%
MWM
347
MBE Wealth Management
Wisconsin
$741K +$4.15K +58 +0.5%
RWP
348
Ridgeline Wealth Planning
Ohio
$740K
CAS
349
Coppell Advisory Solutions
Texas
$730K -$430K -6,007 -36%
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
$720K +$2.08K +29 +0.3%