We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Compass Ion Advisors
Pennsylvania
$328K -$1.24K -24 -0.4%
MCWS
377
McKinley Carter Wealth Services
West Virginia
$326K
AAS
378
Avantax Advisory Services
Texas
$321K +$1.19K +23 +0.4%
RRCM
379
Rappaport Reiches Capital Management
Illinois
$320K -$195K -3,786 -39%
DC
380
Darrow Company
Massachusetts
$313K +$7.17K +139 +2%
PWM
381
Paulson Wealth Management
Illinois
$312K
TWD
382
True Wealth Design
Ohio
$310K
FFWM
383
Future Financial Wealth Management
Ohio
$309K -$238K -4,615 -45%
BFP
384
Brewster Financial Planning
New York
$309K -$29.6K -573 -9%
MWM
385
Modera Wealth Management
New Jersey
$307K +$291K +5,646 New
VIM
386
Vista Investment Management
Pennsylvania
$305K -$11.3K -220 -4%
TI
387
Truepoint Inc
Ohio
$300K +$284K +5,505 New
DAS
388
Dynamic Advisor Solutions
Arizona
$299K +$283K +5,494 New
CB
389
Commerce Bank
Missouri
$297K
Two Sigma Advisers
390
Two Sigma Advisers
New York
$286K +$271K +5,247 New
CCB
391
Country Club Bank
Missouri
$283K
RPGK
392
Retirement Planning Group (Kansas)
Kansas
$283K -$11.3K -219 -4%
JFA
393
JNBA Financial Advisors
Minnesota
$282K -$11.6K -225 -4%
Kayne Anderson Rudnick Investment Management
394
Kayne Anderson Rudnick Investment Management
California
$278K
CPW
395
Catalyst Private Wealth
California
$265K
BAM
396
Belpointe Asset Management
Nevada
$264K -$3.54M -68,677 -93%
AWM
397
Adams Wealth Management
Utah
$263K +$39.2K +760 +19%
MWC
398
MBM Wealth Consultants
Missouri
$262K -$36.4K -705 -13%
WBCM
399
Wilson & Boucher Capital Management
California
$261K
SWM
400
Solano Wealth Management
California
$259K +$9.54K +185 +4%