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

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
526
One Wealth Advisors
California
$269K -$4.37K -63 -2%
FWM
527
Fortress Wealth Management
California
$269K
PVI
528
Pine Valley Investments
New Jersey
$263K
HSG
529
Helen Stephens Group
Texas
$262K -$902 -13 -0.4%
BCI
530
Brinker Capital Investments
Pennsylvania
$262K -$2.73M -39,274 -92%
TFGT
531
TS Financial Group (TSFG)
Illinois
$262K
SAS
532
SMI Advisory Services
Indiana
$261K
Qube Research & Technologies (QRT)
533
Qube Research & Technologies (QRT)
United Kingdom
$259K +$61.7K +889 +35%
MWM
534
McNaughton Wealth Management
California
$258K
KIM
535
Kestra Investment Management
Texas
$256K +$238K +3,424 New
GWMIA
536
Global Wealth Management Investment Advisory
Florida
$255K +$237K +3,411 New
CFS
537
CRA Financial Services
New Jersey
$250K +$69 +1 +0%
FAM
538
Formidable Asset Management
Ohio
$250K
BWM
539
Buska Wealth Management
Wisconsin
$247K +$228K +3,292 New
CMS
540
Capital Market Strategies
Florida
$246K +$228K +3,286 New
PGFC
541
Peapack-Gladstone Financial Corp
New Jersey
$246K -$3.47K -50 -1%
AA
542
Apriem Advisors
California
$245K +$227K +3,269 New
TPWA
543
TRUE Private Wealth Advisors
Oregon
$244K -$17.9K -258 -7%
WOSD
544
WFA of San Diego
California
$242K +$224K +3,234 New
SS
545
SBI Securities
Japan
$239K +$5.21K +75 +2%
KRW
546
Kaufman Rossin Wealth
Florida
$238K +$220K +3,177 New
RDWM
547
Red Door Wealth Management
Tennessee
$238K +$694 +10 +0.3%
OWM
548
Opes Wealth Management
California
$227K
AWM
549
Aviso Wealth Management
Washington
$226K +$210K +3,020 New
BF
550
BOK Financial
Oklahoma
$225K