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

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
376
Avantax Advisory Services
Texas
$455K +$46.4K +760 +12%
PWM
377
Paulson Wealth Management
Illinois
$454K -$57.2K -938 -12%
PWM
378
Partnership Wealth Management
Maryland
$453K +$3.23K +53 +0.8%
CA
379
Crumly & Associates
Illinois
$452K
SIMC
380
Squire Investment Management Company
Utah
$452K +$61 +1 +0%
FZCM
381
Flynn Zito Capital Management
New York
$451K -$99.4K -1,629 -19%
MWM
382
Mission Wealth Management
California
$450K +$428K +7,019 New
Comerica Bank
383
Comerica Bank
Texas
$444K +$135K +2,219 +47%
BJL
384
Brighton Jones LLC
Washington
$433K +$1.34K +22 +0.3%
KLI
385
Kelman-Lazarov Inc
Tennessee
$430K -$13.7K -225 -3%
GC
386
Gilbert & Cook
Iowa
$425K
HWM
387
Howard Wealth Management
Connecticut
$422K -$6.71K -110 -2%
PWMG
388
Pinnacle Wealth Management Group
Michigan
$420K -$17.1K -281 -4%
CIAS
389
CFS Investment Advisory Services
New Jersey
$416K -$101K -1,649 -20%
AAS
390
Ameritas Advisory Services
Nebraska
$412K -$31.5K -517 -7%
TSWM
391
Tyler-Stone Wealth Management
Ohio
$407K +$28.4K +466 +8%
O3W
392
Omni 360 Wealth
New Jersey
$406K +$6.22K +102 +2%
BlackRock
393
BlackRock
New York
$403K
CSPAM
394
Cary Street Partners Asset Management
Virginia
$402K -$414K -6,792 -52%
RFN
395
RDA Financial Network
Iowa
$399K
WPW
396
Warther Private Wealth
Ohio
$398K +$378K +6,198 New
GIA
397
Gladstone Institutional Advisory
Florida
$394K -$47.4K -776 -11%
HSWS
398
Higgins & Schmidt Wealth Strategies
Colorado
$390K
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$390K +$244 +4 +0.1%
RWM
400
Rockwood Wealth Management
Pennsylvania
$389K -$73.7K -1,208 -17%