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

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
401
OLIO Financial Planning
Virginia
$802K
LCWP
402
Legacy Capital Wealth Partners
Arkansas
$790K -$203K -2,458 -20%
CI
403
CacheTech Inc
Utah
$789K +$87.9K +1,064 +12%
WAM
404
WNY Asset Management
New York
$784K +$819K +9,913 New
IA
405
Inspire Advisors
Idaho
$776K +$811K +9,815 New
Koshinski Asset Management
406
Koshinski Asset Management
Illinois
$772K -$11.3K -137 -1%
VPP
407
Vertex Planning Partners
Illinois
$771K -$47.3K -573 -6%
BWMG
408
Barnes Wealth Management Group
California
$770K +$90.7K +1,098 +13%
IP
409
Indivisible Partners
Florida
$766K
AIP
410
Ameritas Investment Partners
Nebraska
$761K -$80.6K -976 -9%
IWN
411
Independent Wealth Network
Iowa
$761K +$2.4K +29 +0.3%
DA
412
Detalus Advisors
Missouri
$758K +$792K +9,584 New
BPW
413
BlueDoor Private Wealth
Massachusetts
$757K +$53.2K +644 +7%
US Bancorp
414
US Bancorp
Minnesota
$735K +$530K +6,422 +223%
EWS
415
Evergreen Wealth Solutions
Pennsylvania
$724K +$756K +9,157 New
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$719K +$621K +7,517 +477%
MWAM
417
Manhattan West Asset Management
California
$709K
TCIIS
418
TIAA-CREF Individual & Institutional Services
New York
$707K +$738K +8,938 New
NF
419
Nikulski Financial
Iowa
$700K -$112K -1,355 -13%
MWM
420
MBE Wealth Management
Wisconsin
$699K +$7.02K +85 +1%
AFA
421
Amicus Financial Advisors
Texas
$697K -$63.7K -771 -8%
SP
422
Stonebrook Private
Michigan
$690K +$496 +6 +0.1%
SW
423
SlateStone Wealth
Florida
$688K -$8.76K -106 -1%
CA
424
CoreCap Advisors
Michigan
$686K +$8.01K +97 +1%
CWA
425
CogentBlue Wealth Advisors
Tennessee
$685K