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

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Baldrige Asset Management
Pennsylvania
$290K
CPW
377
Catalyst Private Wealth
California
$286K
TFA
378
Teamwork Financial Advisors
Texas
$286K +$57 +1 +0%
PG
379
Patten Group
Tennessee
$286K +$10.3K +182 +4%
FWP
380
Falcon Wealth Planning
California
$286K +$62.6K +1,106 +29%
FWM
381
Focused Wealth Management
New York
$284K +$905 +16 +0.3%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$275K -$566 -10 -0.2%
BFA
383
Beaumont Financial Advisors
Massachusetts
$275K
OWA
384
One Wealth Advisors
California
$275K
WBCM
385
Wilson & Boucher Capital Management
California
$275K +$266K +4,700 New
HGWM
386
Horst & Graben Wealth Management
Oregon
$272K +$17.8K +315 +7%
CB
387
Commerce Bank
Missouri
$270K
Susquehanna International Group
388
Susquehanna International Group
Pennsylvania
$265K +$257K +4,542 New
RM
389
Resource Management
Louisiana
$261K
GP
390
Girard Partners
Pennsylvania
$258K +$250K +4,415 New
OGF
391
Orin Green Financial
California
$256K -$2.49K -44 -0.9%
BFA
392
Beacon Financial Advisory
Ohio
$249K -$2.15K -38 -0.9%
VHAM
393
Van Hulzen Asset Management
California
$249K +$241K +4,252 New
OIM
394
Orca Investment Management
Oregon
$247K +$239K +4,229 New
RWA
395
Redhawk Wealth Advisors
Minnesota
$245K -$8.49K -150 -3%
BPA
396
Beacon Pointe Advisors
California
$243K
FZCM
397
Flynn Zito Capital Management
New York
$240K +$232K +4,099 New
QC
398
Quent Capital
New York
$237K +$229K +4,048 New
GW
399
GW & Wade
Massachusetts
$232K
Principal Financial Group
400
Principal Financial Group
Iowa
$224K -$115K -2,028 -35%