We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
426
Gateway Wealth Partners
Wisconsin
$382K -$38.6K -571 -9%
FWP
427
Firethorn Wealth Partners
Georgia
$378K +$3.65K +54 +1%
CIAS
428
CFS Investment Advisory Services
New Jersey
$378K -$73.3K -1,086 -17%
HGWM
429
Horst & Graben Wealth Management
Oregon
$376K +$25.7K +381 +8%
AWM
430
Adams Wealth Management
Utah
$370K +$28.2K +418 +9%
CI
431
CacheTech Inc
Utah
$370K +$28.2K +418 +9%
FWP
432
Falcon Wealth Planning
California
$368K -$25.9K -383 -7%
CCB
433
Country Club Bank
Missouri
$367K
Kayne Anderson Rudnick Investment Management
434
Kayne Anderson Rudnick Investment Management
California
$358K
CSPAM
435
Cary Street Partners Asset Management
Virginia
$357K -$52.5K -777 -13%
RCM
436
Raleigh Capital Management
North Carolina
$354K +$150K +2,214 +78%
PWM
437
Partnership Wealth Management
Maryland
$340K +$20.3K +300 +7%
FFWM
438
Future Financial Wealth Management
Ohio
$337K
WBCM
439
Wilson & Boucher Capital Management
California
$336K
GCA
440
Gradient Capital Advisors
California
$333K
FAIM
441
Financial Advocates Investment Management
Washington
$331K -$219K -3,246 -41%
BFA
442
Beaumont Financial Advisors
Massachusetts
$329K
JBA
443
Johnson Bixby & Associates
Washington
$328K -$25.3K -375 -7%
WWM
444
WJ Wealth Management
Arizona
$327K
CAM
445
Concorde Asset Management
Michigan
$326K +$314K +4,651 New
WPC
446
Wedmont Private Capital
Pennsylvania
$324K
LAS
447
Lloyd Advisory Services
Georgia
$322K +$311K +4,600 New
BFP
448
Brewster Financial Planning
New York
$319K
FFM
449
Flagstone Financial Management
Nebraska
$318K
BCMLT
450
Beacon Capital Management LLC (Tennessee)
Tennessee
$318K -$10.9K -162 -3%