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

Name Holding Trade Value Shares
Change
Change in
Stake
FC
426
Fusion Capital
South Carolina
$419K +$1.15K +16 +0.3%
RFN
427
RDA Financial Network
Iowa
$417K
EWM
428
Evercore Wealth Management
New York
$416K +$437K +6,111 New
IFPG
429
Intrepid Financial Planning Group
Indiana
$408K -$62.3K -870 -13%
T. Rowe Price Associates
430
T. Rowe Price Associates
Maryland
$407K
HSWS
431
Higgins & Schmidt Wealth Strategies
Colorado
$404K
KFGK
432
Keystone Financial Group (Kentucky)
Kentucky
$403K -$19.8K -276 -4%
PP
433
PrairieView Partners
Minnesota
$403K -$60.8K -850 -13%
RPSA
434
Richard P. Slaughter Associates
Texas
$402K -$1.55M -21,633 -79%
VWM
435
Vigilare Wealth Management
Arizona
$401K +$1.07K +15 +0.3%
MCWS
436
McKinley Carter Wealth Services
West Virginia
$399K
FCMA
437
Foresight Capital Management Advisors
Michigan
$398K +$419K +5,852 New
CI
438
CacheTech Inc
Utah
$393K +$23.6K +329 +3%
AWM
439
Adams Wealth Management
Utah
$393K +$66.6K +931 +19%
KWA
440
Kingswood Wealth Advisors
California
$393K
LAS
441
Lloyd Advisory Services
Georgia
$391K -$15.9K -222 -4%
PWMG
442
Pinnacle Wealth Management Group
Michigan
$389K -$58K -810 -12%
HWM
443
Howard Wealth Management
Connecticut
$386K -$73.8K -1,031 -15%
SIM
444
Synergy Investment Management
Florida
$384K -$98.6K -1,378 -20%
SWA
445
Sightline Wealth Advisors
Connecticut
$384K -$21.3K -298 -5%
VF
446
Vawter Financial
Ohio
$383K -$5.15K -72 -1%
GF
447
Goodman Financial
Texas
$378K -$212K -2,956 -35%
FHC
448
First Heartland Consultants
Missouri
$375K -$47.6K -665 -11%
AWA
449
ARQ Wealth Advisors
Arizona
$375K -$8.09K -113 -2%
TI
450
Truepoint Inc
Ohio
$373K -$4.51K -63 -1%