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

Name Holding Trade Value Shares
Change
Change in
Stake
RW
501
Ridgeline Wealth
Arizona
$417K -$20K -242 -4%
BW
502
Balance Wealth
Ohio
$405K +$70.5K +854 +20%
Kayne Anderson Rudnick Investment Management
503
Kayne Anderson Rudnick Investment Management
California
$404K – – –
SSWG
504
Seven Springs Wealth Group
Tennessee
$402K – – –
JFA
505
JNBA Financial Advisors
Minnesota
$400K +$213K +2,582 +104%
Invesco
506
Invesco
Georgia
$395K – – –
GKWIM
507
Gerber Kawasaki Wealth & Investment Management
California
$395K -$15.8K -191 -4%
TRCT
508
Tower Research Capital (TRC)
New York
$394K +$412K +4,986 New
RWM
509
Rockwood Wealth Management
Pennsylvania
$391K -$6.94K -84 -2%
TFM
510
Trademark Financial Management
Minnesota
$386K +$7.76K +94 +2%
HGWM
511
Horst & Graben Wealth Management
Oregon
$386K -$77.1K -933 -17%
JSW
512
Journey Strategic Wealth
New Jersey
$383K -$1.49K -18 -0.4%
WBCM
513
Wilson & Boucher Capital Management
California
$379K – – –
TCM
514
Triumph Capital Management
Colorado
$373K – – –
FC
515
Fusion Capital
South Carolina
$372K -$71.7K -868 -16%
UW
516
Unique Wealth
Florida
$371K +$387K +4,688 New
BCI
517
Brinker Capital Investments
Pennsylvania
$367K -$90.4K -1,094 -19%
CRI
518
Colonial River Investments
Virginia
$365K -$87.6K -1,061 -19%
BAM
519
Belpointe Asset Management
Nevada
$365K -$1.17M -14,205 -75%
GCA
520
Gradient Capital Advisors
California
$365K – – –
PRTG
521
Post Resch Tallon Group
New York
$365K -$26.8K -325 -7%
GHI
522
Gross & Hartman Investments
Pennsylvania
$364K +$83 +1 +0%
CAGAS
523
Capital Advisory Group Advisory Services
Minnesota
$363K -$15.9M -192,118 -98%
SIM
524
Synergy Investment Management
Florida
$355K -$58.8K -712 -14%
SWM
525
Sherman Wealth Management
Maryland
$354K -$4.46K -54 -1%