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

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
351
Vista Investment Management
Pennsylvania
$629K -$4.25K -63 -0.7%
TPWM
352
Twelve Points Wealth Management
Massachusetts
$624K -$16.4K -243 -3%
CL
353
Choreo LLC
Illinois
$617K +$229K +3,391 +62%
SW
354
SlateStone Wealth
Florida
$617K
RSWM
355
Robertson Stephens Wealth Management
California
$612K
Envestnet Portfolio Solutions
356
Envestnet Portfolio Solutions
Illinois
$603K +$34.4K +510 +6%
GF
357
Goodman Financial
Texas
$601K +$9.86K +146 +2%
Bank of New York Mellon
358
Bank of New York Mellon
New York
$600K +$212K +3,141 +58%
VAMG
359
Voisard Asset Management Group
Michigan
$595K +$574K +8,494 New
DC
360
Davenport & Co
Virginia
$592K +$277K +4,109 +95%
DC
361
Darrow Company
Massachusetts
$583K -$473 -7 -0.1%
IWN
362
Independent Wealth Network
Iowa
$579K -$23.4K -346 -4%
AWA
363
Arkadios Wealth Advisors
Georgia
$574K -$37K -548 -6%
CCM
364
Crew Capital Management
Ohio
$568K +$44.4K +657 +9%
AT
365
Arlington Trust
Alabama
$568K +$548K +8,111 New
FCM
366
Fourpath Capital Management
Oklahoma
$561K +$223K +3,304 +70%
AAS
367
Avantax Advisory Services
Texas
$560K +$59.3K +878 +12%
DWP
368
Destiny Wealth Partners
Florida
$559K -$34K -503 -6%
SFG
369
SNS Financial Group
Minnesota
$554K -$66.7K -987 -11%
BP
370
BCK Partners
New York
$554K +$10.3K +153 +2%
RH
371
RFG Holdings
Texas
$540K
PWM
372
Paulson Wealth Management
Illinois
$534K
CPA
373
Cardiff Park Advisors
California
$532K +$1.62K +24 +0.3%
IFPG
374
Intrepid Financial Planning Group
Indiana
$532K
KWM
375
Kingsview Wealth Management
Oregon
$525K +$135K +2,003 +36%