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

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
351
Rockwood Wealth Management
Pennsylvania
$407K -$147K -2,697 -26%
Lido Advisors
352
Lido Advisors
California
$405K +$109 +2 +0%
PP
353
PrairieView Partners
Minnesota
$392K – – –
TFGT
354
TS Financial Group (TSFG)
Illinois
$392K +$55 +1 +0%
FHC
355
First Heartland Consultants
Missouri
$386K -$776K -14,202 -66%
LMKC
356
L.M. Kohn & Company
Ohio
$385K -$46.6K -853 -10%
IA
357
IFP Advisors
Florida
$383K +$275K +5,037 +224%
TPWA
358
TRUE Private Wealth Advisors
Oregon
$376K +$391K +7,162 New
SP
359
Successful Portfolios
Florida
$375K +$17.2K +315 +5%
Betterment LLC
360
Betterment LLC
New York
$373K +$388K +7,098 New
VPP
361
Vertex Planning Partners
Illinois
$370K +$23.6K +432 +7%
CA
362
Crumly & Associates
Illinois
$370K – – –
HWM
363
Howard Wealth Management
Connecticut
$369K -$31.4K -575 -8%
CA
364
CoreCap Advisors
Michigan
$367K -$159K -2,911 -29%
KLI
365
Kelman-Lazarov Inc
Tennessee
$363K – – –
AWA
366
ARQ Wealth Advisors
Arizona
$363K -$273K -4,989 -42%
VWM
367
Vigilare Wealth Management
Arizona
$363K +$219 +4 +0.1%
PFG
368
Prosperity Financial Group
California
$361K -$34.9K -638 -8%
NP
369
NorthRock Partners
Minnesota
$360K +$1.48K +27 +0.4%
PWMG
370
Pinnacle Wealth Management Group
Michigan
$358K – – –
GM
371
GeoWealth Management
Illinois
$357K -$42.1K -770 -10%
HGWM
372
Horst & Graben Wealth Management
Oregon
$355K +$7.21K +132 +2%
AAS
373
Avantax Advisory Services
Texas
$354K +$46.6K +853 +14%
BJL
374
Brighton Jones LLC
Washington
$352K +$1.37K +25 +0.4%
AWM
375
Adams Wealth Management
Utah
$351K +$101K +1,850 +38%