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

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
376
Crew Capital Management
Ohio
$641K +$62.4K +867 +11%
HBS
377
Howard Bailey Securities
Indiana
$635K +$137K +1,908 +27%
VIM
378
Vista Investment Management
Pennsylvania
$634K -$6.55K -91 -1%
BAM
379
Belpointe Asset Management
Nevada
$631K -$16.2K -225 -2%
SW
380
SlateStone Wealth
Florida
$629K
RSWM
381
Robertson Stephens Wealth Management
California
$624K
WWS
382
Wellington Wealth Strategies
Indiana
$623K -$1.24M -17,293 -67%
MA
383
MONECO Advisors
Connecticut
$617K +$210K +2,913 +51%
MIM
384
Moseley Investment Management
Florida
$612K -$30.7K -427 -5%
GF
385
Goodman Financial
Texas
$609K -$4.46K -62 -0.7%
IWN
386
Independent Wealth Network
Iowa
$602K +$11.2K +155 +2%
TIAA Trust, National Association
387
TIAA Trust, National Association
North Carolina
$600K +$86K +1,195 +17%
CAM
388
Congress Asset Management
Massachusetts
$599K +$603K +8,383 New
CWM
389
Congress Wealth Management
Massachusetts
$599K +$603K +8,383 New
AWA
390
Arkadios Wealth Advisors
Georgia
$587K +$1.66K +23 +0.3%
JF
391
Jericho Financial
Ohio
$585K +$589K +8,189 New
AT
392
Arlington Trust
Alabama
$578K -$1.15K -16 -0.2%
TPWM
393
Twelve Points Wealth Management
Massachusetts
$573K -$63.3K -879 -10%
CL
394
Choreo LLC
Illinois
$573K -$64.2K -892 -10%
Comerica Bank
395
Comerica Bank
Texas
$572K +$78.7K +1,093 +16%
MOS
396
MGO One Seven
Ohio
$570K +$63.9K +888 +13%
DWP
397
Destiny Wealth Partners
Florida
$570K
SA
398
Sanctuary Advisors
Indiana
$555K +$60.2K +836 +13%
RH
399
RFG Holdings
Texas
$550K
BWMG
400
Barnes Wealth Management Group
California
$550K +$554K +7,701 New