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

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$725K -$166K -2,395 -20%
Koshinski Asset Management
377
Koshinski Asset Management
Illinois
$724K -$64.1K -924 -9%
USCWA
378
U.S. Capital Wealth Advisors
Texas
$719K +$38.4K +553 +6%
AWA
379
Arkadios Wealth Advisors
Georgia
$718K -$8.19K -118 -1%
BFG
380
Berger Financial Group
Minnesota
$712K -$1.25K -18 -0.2%
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$711K +$215K +3,100 +48%
SFS
382
Sowell Financial Services
Arkansas
$707K +$70.7K +1,018 +12%
CCM
383
Crew Capital Management
Ohio
$706K +$12.8K +185 +2%
Northern Trust
384
Northern Trust
Illinois
$705K
Bank of New York Mellon
385
Bank of New York Mellon
New York
$704K -$75.5K -1,088 -10%
RWM
386
Ritholtz Wealth Management
New York
$700K +$165K +2,384 +34%
MMCM
387
Murphy & Mullick Capital Management
New York
$697K +$621K +8,945 +5,111%
AAS
388
Avantax Advisory Services
Texas
$697K +$59.3K +854 +10%
MWAM
389
Manhattan West Asset Management
California
$691K -$33.8K -487 -5%
EWM
390
Echo Wealth Management
Minnesota
$688K +$8.4K +121 +1%
SFM
391
Signet Financial Management
New Jersey
$679K +$81.5K +1,175 +15%
BMCM
392
Burns Matteson Capital Management
New York
$677K -$81.2K -1,170 -11%
JF
393
Jericho Financial
Ohio
$664K +$9.99K +144 +2%
SW
394
SlateStone Wealth
Florida
$659K
RSWM
395
Robertson Stephens Wealth Management
California
$654K
SP
396
Stonebrook Private
Michigan
$653K +$605K +8,718 New
CWA
397
CogentBlue Wealth Advisors
Tennessee
$649K +$601K +8,666 New
BWMG
398
Barnes Wealth Management Group
California
$647K +$70.4K +1,015 +13%
CA
399
CoreCap Advisors
Michigan
$639K -$102K -1,470 -15%
YCG
400
Yeomans Consulting Group
Georgia
$637K +$590K +8,495 New