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

Name Holding Trade Value Shares
Change
Change in
Stake
BP
351
BCK Partners
New York
$515K -$19K -297 -4%
CGF
352
Constant Guidance Financial
Massachusetts
$514K +$448 +7 +0.1%
RH
353
RFG Holdings
Texas
$511K
WOSD
354
WFA of San Diego
California
$511K +$493K +7,697 New
Lido Advisors
355
Lido Advisors
California
$507K +$64 +1 +0%
PWM
356
Paulson Wealth Management
Illinois
$506K +$35K +547 +8%
IFPG
357
Intrepid Financial Planning Group
Indiana
$504K -$64 -1 -0%
CPA
358
Cardiff Park Advisors
California
$502K +$484K +7,567 New
M&T Bank
359
M&T Bank
New York
$501K -$134K -2,095 -22%
PP
360
PrairieView Partners
Minnesota
$496K
CCM
361
Crew Capital Management
Ohio
$495K +$21.8K +341 +5%
FHC
362
First Heartland Consultants
Missouri
$494K -$15.2K -238 -3%
SP
363
Successful Portfolios
Florida
$479K +$5.19K +81 +1%
TIAA Trust, National Association
364
TIAA Trust, National Association
North Carolina
$478K +$185K +2,893 +67%
AAS
365
Avantax Advisory Services
Texas
$472K +$1.47K +23 +0.3%
MOS
366
MGO One Seven
Ohio
$471K -$104K -1,624 -19%
CA
367
Crumly & Associates
Illinois
$468K
SIMC
368
Squire Investment Management Company
Utah
$468K
MWM
369
Mission Wealth Management
California
$466K +$192 +3 +0%
AAS
370
Ameritas Advisory Services
Nebraska
$466K +$32.5K +508 +8%
Comerica Bank
371
Comerica Bank
Texas
$459K
T
372
Tidemark
California
$455K -$35.2K -549 -7%
VPWA
373
Vestia Personal Wealth Advisors
Indiana
$452K +$436K +6,806 New
BJL
374
Brighton Jones LLC
Washington
$450K +$1.54K +24 +0.4%
FZCM
375
Flynn Zito Capital Management
New York
$448K -$18K -281 -4%