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

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
351
MBM Wealth Consultants
Missouri
$276K -$19.3K -383 -6%
CIA
352
Capital Investment Advisors
Georgia
$274K
FWP
353
Falcon Wealth Planning
California
$273K +$11.8K +233 +4%
FMI
354
F/M Investments
District of Columbia
$269K -$487K -9,650 -66%
ACM
355
Armbruster Capital Management
New York
$268K -$45K -891 -13%
VIM
356
Vista Investment Management
Pennsylvania
$262K +$3.79K +75 +1%
WWM
357
WT Wealth Management
Arizona
$261K -$289K -5,725 -50%
Cerity Partners
358
Cerity Partners
New York
$261K
JFA
359
JNBA Financial Advisors
Minnesota
$259K -$7.57K -150 -3%
GWANC
360
Guardian Wealth Advisors (North Carolina)
North Carolina
$250K +$13.5K +268 +5%
SPA
361
Shore Point Advisors
New Jersey
$248K -$1.06M -21,041 -80%
MSCM
362
McElhenny Sheffield Capital Management
Texas
$248K
HWM
363
HB Wealth Management
Georgia
$248K +$13.6K +269 +5%
CCB
364
Country Club Bank
Missouri
$246K
HGWM
365
Horst & Graben Wealth Management
Oregon
$246K +$19.2K +381 +8%
S
366
SignatureFD
Georgia
$244K +$4.29K +85 +2%
GWS
367
Glassman Wealth Services
Virginia
$242K
CAAS
368
Capital Asset Advisory Services
Michigan
$241K -$13.7K -271 -5%
MG
369
Mather Group
Illinois
$240K -$103K -2,037 -28%
GCA
370
Gradient Capital Advisors
California
$240K
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$237K
FNBOO
372
First National Bank of Omaha
Nebraska
$235K
BAM
373
Baldrige Asset Management
Pennsylvania
$230K
FWM
374
Focused Wealth Management
New York
$227K -$454 -9 -0.2%
CPW
375
Catalyst Private Wealth
California
$227K