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

Name Holding Trade Value Shares
Change
Change in
Stake
CL
451
Choreo LLC
Illinois
$664K – – –
MWM
452
Mission Wealth Management
California
$662K +$21.5K +244 +3%
DIM
453
DLK Investment Management
California
$661K +$877K +9,962 New
Russell Investments Group
454
Russell Investments Group
United Kingdom
$650K +$113K +1,282 +22%
EWM
455
Elmwood Wealth Management
California
$643K +$623K +7,080 New
Franklin Resources
456
Franklin Resources
California
$634K – – –
SWM
457
SpringVest Wealth Management
Texas
$630K -$1.06K -12 -0.2%
DWP
458
Destiny Wealth Partners
Florida
$628K -$23.5K -267 -4%
GWS
459
Glassman Wealth Services
Virginia
$627K +$42.1K +478 +7%
SWA
460
Stratos Wealth Advisors
Ohio
$624K -$37.1K -422 -6%
STA
461
Summit Trail Advisors
New York
$622K +$339K +3,857 +129%
MWML
462
Morrissey Wealth Management, LLC
Connecticut
$610K +$577K +6,561 New
GF
463
Goodman Financial
Texas
$593K +$31.9K +362 +6%
PPW
464
Pasadena Private Wealth
California
$592K – – –
CGF
465
Constant Guidance Financial
Massachusetts
$591K -$1.06K -12 -0.2%
MA
466
MW Advisory
Georgia
$590K +$571K +6,493 New
SP
467
Successful Portfolios
Florida
$578K +$176 +2 +0%
BJL
468
Brighton Jones LLC
Washington
$575K +$1.5K +17 +0.3%
VIM
469
Vista Investment Management
Pennsylvania
$573K -$2.38K -27 -0.4%
Bank of New York Mellon
470
Bank of New York Mellon
New York
$567K -$39.7K -451 -7%
SPC
471
Sigma Planning Corp
Michigan
$563K -$880 -10 -0.2%
CA
472
Crumly & Associates
Illinois
$562K – – –
GW
473
Graetz Wealth
Michigan
$558K +$1.5K +17 +0.3%
VPWA
474
Vestia Personal Wealth Advisors
Indiana
$557K -$107K -1,211 -16%
IAN
475
Integrated Advisors Network
Texas
$556K +$183K +2,074 +51%