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

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
501
Kayne Anderson Rudnick Investment Management
California
$404K
SSWG
502
Seven Springs Wealth Group
Tennessee
$402K
JFA
503
JNBA Financial Advisors
Minnesota
$400K +$213K +2,582 +104%
Invesco
504
Invesco
Georgia
$395K
GKWIM
505
Gerber Kawasaki Wealth & Investment Management
California
$395K -$15.8K -191 -4%
TRCT
506
Tower Research Capital (TRC)
New York
$394K +$412K +4,986 New
RWM
507
Rockwood Wealth Management
Pennsylvania
$391K -$6.94K -84 -2%
TFM
508
Trademark Financial Management
Minnesota
$386K +$7.76K +94 +2%
HGWM
509
Horst & Graben Wealth Management
Oregon
$386K -$77.1K -933 -17%
JSW
510
Journey Strategic Wealth
New Jersey
$383K -$1.49K -18 -0.4%
WBCM
511
Wilson & Boucher Capital Management
California
$379K
TCM
512
Triumph Capital Management
Colorado
$373K
FC
513
Fusion Capital
South Carolina
$372K -$71.7K -868 -16%
UW
514
Unique Wealth
Florida
$371K +$387K +4,688 New
BCI
515
Brinker Capital Investments
Pennsylvania
$367K -$90.4K -1,094 -19%
CRI
516
Colonial River Investments
Virginia
$365K -$87.6K -1,061 -19%
BAM
517
Belpointe Asset Management
Nevada
$365K -$1.17M -14,205 -75%
GCA
518
Gradient Capital Advisors
California
$365K
PRTG
519
Post Resch Tallon Group
New York
$365K -$26.8K -325 -7%
GHI
520
Gross & Hartman Investments
Pennsylvania
$364K +$83 +1 +0%
CAGAS
521
Capital Advisory Group Advisory Services
Minnesota
$363K -$15.9M -192,118 -98%
SIM
522
Synergy Investment Management
Florida
$355K -$58.8K -712 -14%
SWM
523
Sherman Wealth Management
Maryland
$354K -$4.46K -54 -1%
MWM
524
Meridian Wealth Management
Kentucky
$354K +$108K +1,302 +41%
BP
525
BCK Partners
New York
$353K +$18.5K +224 +5%