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

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
451
Empower Advisory Group
Colorado
$316K +$54K +799 +21%
DCM
452
Donaldson Capital Management
Indiana
$310K
GWS
453
Glassman Wealth Services
Virginia
$308K
O3W
454
Omni 360 Wealth
New Jersey
$308K -$136K -2,015 -31%
FWM
455
Focused Wealth Management
New York
$306K -$7.56K -112 -2%
RPGK
456
Retirement Planning Group (Kansas)
Kansas
$303K -$338 -5 -0.1%
MCM
457
MAI Capital Management
Ohio
$295K +$284K +4,208 New
GKWIM
458
Gerber Kawasaki Wealth & Investment Management
California
$295K +$878 +13 +0.3%
P
459
&Partners
Tennessee
$294K +$283K +4,191 New
WCM
460
Washburn Capital Management
Florida
$293K
FMI
461
F/M Investments
District of Columbia
$290K +$281K +4,158 New
DWM
462
Dechtman Wealth Management
Colorado
$289K +$878 +13 +0.3%
PFP
463
Paragon Financial Partners
California
$285K +$608 +9 +0.2%
HSG
464
Helen Stephens Group
Texas
$280K -$4.52K -67 -2%
OGF
465
Orin Green Financial
California
$277K
GS
466
GTS Securities
Florida
$276K +$266K +3,946 New
TFGT
467
TS Financial Group (TSFG)
Illinois
$273K -$2.7K -40 -1%
OWA
468
Outlook Wealth Advisors
Texas
$271K +$261K +3,868 New
Baird Financial Group
469
Baird Financial Group
Wisconsin
$269K
CHAM
470
Clear Harbor Asset Management
Connecticut
$268K
OWA
471
One Wealth Advisors
California
$266K
DAS
472
Diversify Advisory Services
Utah
$266K +$252K +3,736 New
Bessemer Group
473
Bessemer Group
New Jersey
$262K +$252K +3,736 New
FAM
474
Formidable Asset Management
Ohio
$260K +$68 +1 +0%
PGFC
475
Peapack-Gladstone Financial Corp
New Jersey
$257K -$13.5K -200 -5%