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

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
426
Kayne Anderson Rudnick Investment Management
California
$328K
JBA
427
Johnson Bixby & Associates
Washington
$326K +$310K +5,087 New
LA
428
Lifeworks Advisors
Michigan
$321K -$31.7K -519 -9%
HGWM
429
Horst & Graben Wealth Management
Oregon
$317K -$123K -2,014 -29%
AWM
430
Able Wealth Management
New Jersey
$315K -$123K -2,022 -29%
FFWM
431
Future Financial Wealth Management
Ohio
$309K
GCA
432
Gradient Capital Advisors
California
$309K +$61 +1 +0%
Simplex Trading
433
Simplex Trading
Illinois
$308K -$684K -11,217 -70%
WBCM
434
Wilson & Boucher Capital Management
California
$308K
FCM
435
Fourpath Capital Management
Oklahoma
$307K -$277K -4,532 -49%
BFA
436
Beaumont Financial Advisors
Massachusetts
$301K
WWM
437
WJ Wealth Management
Arizona
$300K
SFI
438
SPC Financial Inc
Maryland
$299K -$37.9M -621,511 -99%
BCMLT
439
Beacon Capital Management LLC (Tennessee)
Tennessee
$298K +$21.6K +354 +8%
WPC
440
Wedmont Private Capital
Pennsylvania
$298K
VFG
441
Victory Financial Group
Texas
$297K +$282K +4,627 New
FWM
442
Focused Wealth Management
New York
$292K +$1.47K +24 +0.5%
FFM
443
Flagstone Financial Management
Nebraska
$292K
BAM
444
Belpointe Asset Management
Nevada
$288K -$112K -1,831 -29%
DCM
445
Donaldson Capital Management
Indiana
$284K
GWS
446
Glassman Wealth Services
Virginia
$282K
MA
447
MONECO Advisors
Connecticut
$282K +$268K +4,395 New
DC
448
Davenport & Co
Virginia
$278K -$179K -2,926 -40%
AWM
449
Axxcess Wealth Management
California
$278K -$341K -5,583 -56%
RPGK
450
Retirement Planning Group (Kansas)
Kansas
$278K