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

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Adams Wealth Management
Utah
$351K +$101K +1,850 +38%
GC
377
Gilbert & Cook
Iowa
$348K +$362K +6,628 New
CAM
378
Congress Asset Management
Massachusetts
$346K +$360K +6,590 New
VF
379
Vawter Financial
Ohio
$332K -$40.1K -733 -10%
AAS
380
Ameritas Advisory Services
Nebraska
$331K +$344K +6,292 New
BlackRock
381
BlackRock
New York
$330K
RFN
382
RDA Financial Network
Iowa
$328K
KWA
383
Kingswood Wealth Advisors
California
$327K +$341K +6,239 New
FC
384
Fusion Capital
South Carolina
$327K -$13.4K -245 -4%
CIA
385
Compass Ion Advisors
Pennsylvania
$317K +$437 +8 +0.1%
CWM
386
Connecticut Wealth Management
Connecticut
$316K +$329K +6,023 New
PNC Financial Services Group
387
PNC Financial Services Group
Pennsylvania
$316K +$284K +5,200 +636%
MCWS
388
McKinley Carter Wealth Services
West Virginia
$315K
HWM
389
HB Wealth Management
Georgia
$306K -$144K -2,635 -31%
FWP
390
Falcon Wealth Planning
California
$306K -$36.9K -676 -10%
PWM
391
Paulson Wealth Management
Illinois
$306K +$5.46K +100 +2%
SWA
392
Sightline Wealth Advisors
Connecticut
$303K +$73.3K +1,342 +30%
TWD
393
True Wealth Design
Ohio
$299K
MWM
394
Modera Wealth Management
New Jersey
$296K -$219 -4 -0.1%
DAS
395
Dynamic Advisor Solutions
Arizona
$293K +$5.3K +97 +2%
VIM
396
Vista Investment Management
Pennsylvania
$293K -$1.31K -24 -0.4%
RRCM
397
Rappaport Reiches Capital Management
Illinois
$289K -$20.2K -370 -6%
TI
398
Truepoint Inc
Ohio
$288K -$765 -14 -0.3%
CB
399
Commerce Bank
Missouri
$287K
BFP
400
Brewster Financial Planning
New York
$286K -$12.2K -223 -4%