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

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
451
Kingswood Wealth Advisors
California
$430K -$2.5K -36 -0.6%
PWMG
452
Pinnacle Wealth Management Group
Michigan
$430K +$2.15K +31 +0.5%
HHRDM
453
H&H Retirement Design & Management
Nevada
$426K +$388K +5,594 New
HWM
454
Howard Wealth Management
Connecticut
$425K +$69 +1 +0%
SWA
455
Sightline Wealth Advisors
Connecticut
$419K -$3.89K -56 -1%
JWCA
456
J.W. Cole Advisors
Florida
$418K +$146K +2,099 +60%
FWP
457
Firethorn Wealth Partners
Georgia
$416K +$38K +548 +11%
RW
458
Ridgeline Wealth
Arizona
$415K -$339K -4,882 -47%
TI
459
Truepoint Inc
Ohio
$411K
SW
460
Simplicity Wealth
New Jersey
$405K +$375K +5,406 New
LAS
461
Lloyd Advisory Services
Georgia
$400K -$28.9K -416 -7%
Tudor Investment Corp
462
Tudor Investment Corp
Connecticut
$400K +$370K +5,336 New
GF
463
Goodman Financial
Texas
$400K -$15.9K -229 -4%
AFP
464
Ausdal Financial Partners
Iowa
$398K +$27.8K +400 +8%
FCH
465
Freestone Capital Holdings
Washington
$396K -$70K -1,008 -16%
AC
466
Attessa Capital
Arizona
$392K
CCB
467
Country Club Bank
Missouri
$392K
PWM
468
Partnership Wealth Management
Maryland
$390K +$39.4K +567 +12%
HGWM
469
Horst & Graben Wealth Management
Oregon
$387K +$5.34K +77 +2%
QCM
470
Quantinno Capital Management
New York
$383K -$13.2K -190 -4%
Kayne Anderson Rudnick Investment Management
471
Kayne Anderson Rudnick Investment Management
California
$383K
FMI
472
F/M Investments
District of Columbia
$379K
JSW
473
Journey Strategic Wealth
New Jersey
$378K -$243K -3,496 -41%
GKWIM
474
Gerber Kawasaki Wealth & Investment Management
California
$378K +$56.6K +816 +19%
OWA
475
Outlook Wealth Advisors
Texas
$378K -$11.2K -161 -3%