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

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
501
Clear Harbor Asset Management
Connecticut
$260K
OGF
502
Orin Green Financial
California
$259K +$297K +4,149 New
VFG
503
Victory Financial Group
Texas
$255K +$1.29K +18 +0.5%
TFM
504
Trademark Financial Management
Minnesota
$254K +$2.86K +40 +1%
FFWM
505
Future Financial Wealth Management
Ohio
$251K -$1.93K -27 -0.7%
FAM
506
Formidable Asset Management
Ohio
$250K
OWA
507
One Wealth Advisors
California
$249K +$4.51K +63 +2%
SGCA
508
Steel Grove Capital Advisors
Tennessee
$245K
FWM
509
Fortress Wealth Management
California
$244K
HSG
510
Helen Stephens Group
Texas
$239K +$1.15K +16 +0.5%
TPWA
511
TRUE Private Wealth Advisors
Oregon
$239K +$358 +5 +0.1%
PVI
512
Pine Valley Investments
New Jersey
$239K
TFGT
513
TS Financial Group (TSFG)
Illinois
$238K -$25.1K -350 -9%
JWCA
514
J.W. Cole Advisors
Florida
$236K -$1.31M -18,260 -84%
IP
515
Ignite Planners
California
$236K +$249K +3,480 New
MWM
516
McNaughton Wealth Management
California
$234K -$12.2K -170 -5%
Baird Financial Group
517
Baird Financial Group
Wisconsin
$233K +$72 +1 +0%
FAIM
518
Financial Advocates Investment Management
Washington
$230K -$79.4K -1,109 -25%
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$227K -$19.7K -275 -8%
CFS
520
CRA Financial Services
New Jersey
$227K -$21.9K -306 -8%
RFG
521
Range Financial Group
Oregon
$226K +$238K +3,327 New
LFA
522
Laraway Financial Advisors
Minnesota
$223K +$235K +3,284 New
RDWM
523
Red Door Wealth Management
Tennessee
$215K +$716 +10 +0.3%
SS
524
SBI Securities
Japan
$212K +$18.2K +254 +9%
SAS
525
SMI Advisory Services
Indiana
$211K