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

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
351
Betterment LLC
New York
$538K +$115K +2,103 +30%
MIM
352
Moseley Investment Management
Florida
$536K -$36.9K -676 -7%
PG
353
Patten Group
Tennessee
$530K +$60K +1,098 +14%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$529K
CW
355
CreativeOne Wealth
Kansas
$524K -$28.3K -519 -5%
DWP
356
Destiny Wealth Partners
Florida
$517K -$3.11K -57 -0.6%
SW
357
SlateStone Wealth
Florida
$516K +$5.46K +100 +1%
RSWM
358
Robertson Stephens Wealth Management
California
$510K
HSG
359
Helen Stephens Group
Texas
$510K -$13.5K -247 -3%
MOS
360
MGO One Seven
Ohio
$510K
FZCM
361
Flynn Zito Capital Management
New York
$506K +$45.8K +839 +11%
CIAS
362
CFS Investment Advisory Services
New Jersey
$475K +$819 +15 +0.2%
SWM
363
Sanctuary Wealth Management
Idaho
$473K -$58.7K -1,075 -12%
BP
364
BCK Partners
New York
$473K -$17.8K -326 -4%
IWN
365
Independent Wealth Network
Iowa
$470K +$1.69K +31 +0.4%
PWM
366
Paulson Wealth Management
Illinois
$469K +$119K +2,186 +37%
NA
367
NewEdge Advisors
Louisiana
$468K +$348K +6,376 +420%
NWM
368
Napa Wealth Management
California
$466K +$435K +7,966 New
FHC
369
First Heartland Consultants
Missouri
$463K +$30.6K +560 +8%
CGF
370
Constant Guidance Financial
Massachusetts
$460K +$4.91K +90 +1%
Lido Advisors
371
Lido Advisors
California
$446K -$4.2K -77 -1%
IFPG
372
Intrepid Financial Planning Group
Indiana
$445K -$25.1K -460 -6%
NCM
373
Northwest Capital Management
Oregon
$443K +$383K +7,011 +1,252%
GF
374
Goodman Financial
Texas
$442K -$162K -2,967 -28%
PP
375
PrairieView Partners
Minnesota
$438K