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

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
501
Victory Financial Group
Texas
$266K +$268K +3,727 New
FFWM
502
Future Financial Wealth Management
Ohio
$265K -$79.2K -1,100 -23%
TFM
503
Trademark Financial Management
Minnesota
$264K +$17.1K +237 +7%
FAM
504
Formidable Asset Management
Ohio
$262K -$2.59K -36 -1%
CFS
505
CRA Financial Services
New Jersey
$260K +$262K +3,643 New
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$258K -$4.32K -60 -2%
MWM
507
McNaughton Wealth Management
California
$258K
SGCA
508
Steel Grove Capital Advisors
Tennessee
$258K +$259K +3,606 New
OWA
509
One Wealth Advisors
California
$257K -$14.6K -203 -5%
FWM
510
Fortress Wealth Management
California
$257K
PVI
511
Pine Valley Investments
New Jersey
$251K
TPWA
512
TRUE Private Wealth Advisors
Oregon
$250K +$288 +4 +0.1%
HSG
513
Helen Stephens Group
Texas
$250K -$36K -500 -13%
SAS
514
SMI Advisory Services
Indiana
$244K
Baird Financial Group
515
Baird Financial Group
Wisconsin
$244K -$30.3K -421 -11%
CIA
516
Concurrent Investment Advisors
Florida
$243K +$16.7K +232 +7%
FPW
517
Flagship Private Wealth
Massachusetts
$231K +$360 +5 +0.2%
MWM
518
Meridian Wealth Management
Kentucky
$227K -$10.1K -140 -4%
RDWM
519
Red Door Wealth Management
Tennessee
$225K +$792 +11 +0.4%
HAIM
520
Hunter Associates Investment Management
Pennsylvania
$217K +$219K +3,045 New
OWM
521
Opes Wealth Management
California
$216K -$14K -195 -6%
JIC
522
Johnson Investment Counsel
Ohio
$215K +$217K +3,012 New
LK
523
Lumbard & Kellner
New Hampshire
$213K -$28.4K -394 -12%
BF
524
BOK Financial
Oklahoma
$212K
TWM
525
Trevian Wealth Management
Massachusetts
$209K