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

Name Holding Trade Value Shares
Change
Change in
Stake
TI
426
Truepoint Inc
Ohio
$321K
QWM
427
Quadcap Wealth Management
Texas
$320K +$299K +5,480 New
BFP
428
Brewster Financial Planning
New York
$308K -$9.83K -180 -3%
CCB
429
Country Club Bank
Missouri
$308K
FWP
430
Firethorn Wealth Partners
Georgia
$307K -$9.06K -166 -3%
SW
431
Simplicity Wealth
New Jersey
$304K +$70.9K +1,298 +33%
Kayne Anderson Rudnick Investment Management
432
Kayne Anderson Rudnick Investment Management
California
$298K
PSCM
433
Per Stirling Capital Management
Texas
$295K +$275K +5,044 New
T
434
Tidemark
California
$286K +$267K +4,898 New
CPW
435
Catalyst Private Wealth
California
$285K
DAS
436
Dynamic Advisor Solutions
Arizona
$283K -$36K -660 -12%
FFWM
437
Future Financial Wealth Management
Ohio
$281K -$5.46K -100 -2%
GCA
438
Gradient Capital Advisors
California
$281K -$4.64K -85 -2%
WBCM
439
Wilson & Boucher Capital Management
California
$281K
BFA
440
Beaumont Financial Advisors
Massachusetts
$275K
Comerica Bank
441
Comerica Bank
Texas
$275K
WWM
442
WJ Wealth Management
Arizona
$273K +$218 +4 +0.1%
WPC
443
Wedmont Private Capital
Pennsylvania
$273K +$255K +4,676 New
FFM
444
Flagstone Financial Management
Nebraska
$266K +$248K +4,545 New
FWM
445
Focused Wealth Management
New York
$265K -$11.5K -210 -4%
DCM
446
Donaldson Capital Management
Indiana
$258K
GWS
447
Glassman Wealth Services
Virginia
$257K
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$253K -$22.6K -414 -9%
TIAA Trust, National Association
449
TIAA Trust, National Association
North Carolina
$252K +$236K +4,315 New
Focus Partners Wealth
450
Focus Partners Wealth
Massachusetts
$247K +$231K +4,229 New