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

Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$380K -$7.43K -116 -2%
MWM
402
Modera Wealth Management
New Jersey
$374K
FWP
403
Falcon Wealth Planning
California
$374K -$384 -6 -0.1%
GIA
404
Gladstone Institutional Advisory
Florida
$374K -$32.3K -505 -8%
NCM
405
Northwest Capital Management
Oregon
$372K -$126K -1,972 -26%
CL
406
Choreo LLC
Illinois
$365K +$352K +5,500 New
TI
407
Truepoint Inc
Ohio
$364K
KWM
408
Kingsview Wealth Management
Oregon
$364K +$352K +5,491 New
Bank of New York Mellon
409
Bank of New York Mellon
New York
$360K -$23.4K -365 -6%
SWA
410
Sightline Wealth Advisors
Connecticut
$360K -$28.8K -450 -8%
Fisher Asset Management
411
Fisher Asset Management
Washington
$358K +$345K +5,393 New
MA
412
MONECO Advisors
Connecticut
$358K +$63.9K +998 +23%
TWD
413
True Wealth Design
Ohio
$357K -$20.5K -320 -6%
FWP
414
Firethorn Wealth Partners
Georgia
$355K +$1.15K +18 +0.3%
CCB
415
Country Club Bank
Missouri
$350K
Tudor Investment Corp
416
Tudor Investment Corp
Connecticut
$349K +$337K +5,256 New
SA
417
Sanctuary Advisors
Indiana
$341K +$351K +5,480 New
LA
418
Lifeworks Advisors
Michigan
$341K +$7.88K +123 +2%
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$339K
JBA
420
Johnson Bixby & Associates
Washington
$336K -$1.92K -30 -0.6%
HGWM
421
Horst & Graben Wealth Management
Oregon
$330K +$2.5K +39 +0.8%
AWM
422
Adams Wealth Management
Utah
$322K -$63.1K -985 -17%
CI
423
CacheTech Inc
Utah
$322K +$311K +4,858 New
FFWM
424
Future Financial Wealth Management
Ohio
$319K
WPC
425
Wedmont Private Capital
Pennsylvania
$319K