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

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
376
Brewster Financial Planning
New York
$296K
TSS
377
Two Sigma Securities
New York
$294K +$295K +6,218 New
CWM
378
Congress Wealth Management
Massachusetts
$292K +$294K +6,185 New
MCWS
379
McKinley Carter Wealth Services
West Virginia
$283K +$190 +4 +0.1%
HGWM
380
Horst & Graben Wealth Management
Oregon
$282K +$20K +422 +8%
SWM
381
Spire Wealth Management
Virginia
$278K +$75.4K +1,588 +37%
PWM
382
Paulson Wealth Management
Illinois
$271K +$50K +1,052 +22%
TWD
383
True Wealth Design
Ohio
$270K +$271K +5,703 New
VIM
384
Vista Investment Management
Pennsylvania
$265K -$10.4K -218 -4%
RPGK
385
Retirement Planning Group (Kansas)
Kansas
$259K +$2.09K +44 +0.8%
MWC
386
MBM Wealth Consultants
Missouri
$259K -$10.2K -215 -4%
CB
387
Commerce Bank
Missouri
$258K +$39.9K +840 +18%
JFA
388
JNBA Financial Advisors
Minnesota
$256K -$17.5K -369 -6%
CIA
389
Capital Investment Advisors
Georgia
$254K -$39.1K -822 -13%
CCB
390
Country Club Bank
Missouri
$249K
FWP
391
Falcon Wealth Planning
California
$247K +$9.64K +203 +4%
NA
392
NewEdge Advisors
Louisiana
$246K -$270K -5,692 -45%
GCA
393
Gradient Capital Advisors
California
$245K +$48 +1 +0%
TI
394
Trexquant Investment
Connecticut
$242K +$243K +5,121 New
Kayne Anderson Rudnick Investment Management
395
Kayne Anderson Rudnick Investment Management
California
$241K
DC
396
Davenport & Co
Virginia
$237K -$310K -6,520 -57%
AWM
397
Axxcess Wealth Management
California
$236K -$296K -6,234 -56%
WWM
398
WJ Wealth Management
Arizona
$235K -$112K -2,360 -32%
BAM
399
Baldrige Asset Management
Pennsylvania
$234K
Cerity Partners
400
Cerity Partners
New York
$234K