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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
376
Vista Investment Management
Pennsylvania
$294K +$11.4K +230 +4%
FFG
377
Ford Financial Group
California
$291K -$13M -263,766 -98%
PWM
378
Paulson Wealth Management
Illinois
$289K – – –
TWD
379
True Wealth Design
Ohio
$288K – – –
DC
380
Darrow Company
Massachusetts
$283K +$39.9K +809 +17%
FWP
381
Falcon Wealth Planning
California
$280K +$16.5K +335 +6%
FMI
382
F/M Investments
District of Columbia
$277K -$41K -831 -13%
CB
383
Commerce Bank
Missouri
$275K – – –
RPGK
384
Retirement Planning Group (Kansas)
Kansas
$273K -$3.6K -73 -1%
JFA
385
JNBA Financial Advisors
Minnesota
$273K – – –
CIA
386
Capital Investment Advisors
Georgia
$271K – – –
CCB
387
Country Club Bank
Missouri
$261K – – –
GCA
388
Gradient Capital Advisors
California
$261K – – –
Kayne Anderson Rudnick Investment Management
389
Kayne Anderson Rudnick Investment Management
California
$258K – – –
MWC
390
MBM Wealth Consultants
Missouri
$257K – – –
Empower Advisory Group
391
Empower Advisory Group
Colorado
$256K +$249K +5,051 New
BAM
392
Baldrige Asset Management
Pennsylvania
$250K – – –
FWM
393
Focused Wealth Management
New York
$249K +$296 +6 +0.1%
Cerity Partners
394
Cerity Partners
New York
$249K – – –
LA
395
Lifeworks Advisors
Michigan
$248K +$8.25K +167 +4%
CPW
396
Catalyst Private Wealth
California
$246K -$790 -16 -0.3%
GWS
397
Glassman Wealth Services
Virginia
$244K – – –
WBCM
398
Wilson & Boucher Capital Management
California
$242K – – –
OIM
399
Orca Investment Management
Oregon
$240K +$235K +4,753 New
Marshall Wace
400
Marshall Wace
United Kingdom
$238K +$233K +4,720 New