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

Name Holding Trade Value Shares
Change
Change in
Stake
PRTG
526
Post Resch Tallon Group
New York
$409K -$6.78K -77 -2%
SWM
527
Sherman Wealth Management
Maryland
$407K +$88 +1 +0%
FWP
528
Falcon Wealth Planning
California
$406K +$1.76K +20 +0.4%
BCMLT
529
Beacon Capital Management LLC (Tennessee)
Tennessee
$405K +$5.46K +62 +1%
AC
530
Attessa Capital
Arizona
$402K – – –
TCM
531
Triumph Capital Management
Colorado
$401K -$26.8K -304 -6%
SIM
532
Synergy Investment Management
Florida
$399K -$8.1K -92 -2%
FFA
533
Founders Financial Alliance
North Carolina
$398K -$2.64M -29,968 -87%
AWA
534
ARQ Wealth Advisors
Arizona
$398K -$130K -1,475 -25%
ARC
535
Advisor Resource Council
Texas
$388K +$116K +1,318 +45%
CCM
536
Crew Capital Management
Ohio
$387K -$90.2K -1,025 -19%
Invesco
537
Invesco
Georgia
$387K -$65K -739 -15%
JBA
538
Johnson Bixby & Associates
Washington
$383K – – –
BW
539
Balance Wealth
Ohio
$383K -$79.2K -900 -18%
TDB
540
Thompson David Blair
$381K +$440 +5 +0.1%
MCWS
541
McKinley Carter Wealth Services
West Virginia
$381K – – –
CPIA
542
Cornell Pochily Investment Advisors
New York
$380K +$368K +4,186 New
WCM
543
Washburn Capital Management
Florida
$379K – – –
HGWM
544
Horst & Graben Wealth Management
Oregon
$377K -$25.8K -293 -7%
UW
545
Unique Wealth
Florida
$375K -$49.4K -561 -12%
CA
546
Calton & Associates
Florida
$374K -$1.03M -11,678 -74%
Bank of Montreal
547
Bank of Montreal
Ontario, Canada
$373K +$97.9K +1,113 +37%
UB
548
UMB Bank
Missouri
$368K – – –
BFA
549
Beaumont Financial Advisors
Massachusetts
$368K – – –
IA
550
IFP Advisors
Florida
$366K -$10.7K -122 -3%