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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
401
Belpointe Asset Management
Nevada
$369K +$84.1K +1,540 +32%
Fisher Asset Management
402
Fisher Asset Management
Washington
$368K +$344K +6,297 New
BlackRock
403
BlackRock
New York
$367K
VF
404
Vawter Financial
Ohio
$366K -$3.17K -58 -0.9%
KWA
405
Kingswood Wealth Advisors
California
$365K
RFN
406
RDA Financial Network
Iowa
$364K -$1.64K -30 -0.5%
O3W
407
Omni 360 Wealth
New Jersey
$364K +$340K +6,223 New
FC
408
Fusion Capital
South Carolina
$363K -$1.2K -22 -0.4%
CA
409
CoreCap Advisors
Michigan
$359K -$46.2K -847 -12%
FWP
410
Falcon Wealth Planning
California
$356K +$14.3K +262 +4%
HSWS
411
Higgins & Schmidt Wealth Strategies
Colorado
$355K +$332K +6,074 New
KFGK
412
Keystone Financial Group (Kentucky)
Kentucky
$355K +$75.2K +1,378 +29%
GM
413
GeoWealth Management
Illinois
$353K -$41K -750 -11%
PNC Financial Services Group
414
PNC Financial Services Group
Pennsylvania
$351K -$273 -5 -0.1%
MCWS
415
McKinley Carter Wealth Services
West Virginia
$350K
VIM
416
Vista Investment Management
Pennsylvania
$349K +$21.5K +394 +7%
CIA
417
Capital Investment Advisors
Georgia
$348K +$32.2K +589 +11%
TSWM
418
Tyler-Stone Wealth Management
Ohio
$344K +$118K +2,158 +58%
SWA
419
Sightline Wealth Advisors
Connecticut
$343K +$4.53K +83 +1%
TWD
420
True Wealth Design
Ohio
$333K
PCMC
421
Private Capital Management (Colorado)
Colorado
$333K +$117K +2,150 +61%
MWM
422
Modera Wealth Management
New Jersey
$330K
IA
423
IFP Advisors
Florida
$325K -$94.2K -1,726 -24%
LA
424
Lifeworks Advisors
Michigan
$323K +$14.7K +270 +5%
LAS
425
Lloyd Advisory Services
Georgia
$323K +$301K +5,521 New