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

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
Donaldson Capital Management
Indiana
$331K
IA
502
IFP Advisors
Florida
$331K -$4.86K -70 -2%
CIA
503
Concurrent Investment Advisors
Florida
$330K -$4.09K -59 -1%
Empower Advisory Group
504
Empower Advisory Group
Colorado
$327K
DAS
505
Diversify Advisory Services
Utah
$324K +$5.27K +76 +2%
FHC
506
First Heartland Consultants
Missouri
$324K -$83.1K -1,197 -22%
O3W
507
Omni 360 Wealth
New Jersey
$321K +$1.46K +21 +0.5%
JBA
508
Johnson Bixby & Associates
Washington
$319K -$37.7K -543 -11%
WCM
509
Washburn Capital Management
Florida
$313K
RPSA
510
Richard P. Slaughter Associates
Texas
$312K -$121K -1,738 -29%
OGF
511
Orin Green Financial
California
$311K
WEG
512
World Equity Group
Illinois
$307K -$96K -1,383 -25%
PFP
513
Paragon Financial Partners
California
$307K +$625 +9 +0.2%
BWP
514
Balboa Wealth Partners
Arizona
$300K +$278K +4,000 New
LWMM
515
Legacy Wealth Management (Mississippi)
Mississippi
$297K -$239K -3,443 -46%
FWM
516
Focused Wealth Management
New York
$294K -$6.59K -95 -2%
RFG
517
Range Financial Group
Oregon
$288K +$36.2K +521 +16%
BIG
518
Brooklyn Investment Group
New York
$287K +$141K +2,035 +114%
BFP
519
Brewster Financial Planning
New York
$286K -$7.57K -109 -3%
CHAM
520
Clear Harbor Asset Management
Connecticut
$286K
LFA
521
Laraway Financial Advisors
Minnesota
$286K +$37K +533 +16%
KAS
522
KPP Advisory Services
Kentucky
$277K +$256K +3,692 New
FFWM
523
Future Financial Wealth Management
Ohio
$276K
TFM
524
Trademark Financial Management
Minnesota
$271K -$7.43K -107 -3%
SGCA
525
Steel Grove Capital Advisors
Tennessee
$270K