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

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
526
Falcon Wealth Planning
California
$352K +$14K +169 +4%
AC
527
Attessa Capital
Arizona
$350K -$62.6K -758 -15%
BCMLT
528
Beacon Capital Management LLC (Tennessee)
Tennessee
$348K -$1.07K -13 -0.3%
NWWA
529
New Wave Wealth Advisors
Arkansas
$336K +$351K +4,251 New
JBA
530
Johnson Bixby & Associates
Washington
$334K
TDB
531
Thompson David Blair
$331K -$205K -2,478 -37%
MCWS
532
McKinley Carter Wealth Services
West Virginia
$331K
WCM
533
Washburn Capital Management
Florida
$330K
Neuberger Berman Group
534
Neuberger Berman Group
New York
$330K -$10.7K -130 -3%
IA
535
IFP Advisors
Florida
$329K
FCM
536
Fourpath Capital Management
Oklahoma
$328K -$83.6K -1,012 -20%
HBS
537
Howard Bailey Securities
Indiana
$321K -$65.9K -798 -16%
UB
538
UMB Bank
Missouri
$321K +$335K +4,054 New
IAN
539
Integrated Advisors Network
Texas
$320K +$1.73K +21 +0.5%
BFA
540
Beaumont Financial Advisors
Massachusetts
$320K -$54.6K -661 -14%
DCM
541
Donaldson Capital Management
Indiana
$318K -$33K -400 -9%
BWP
542
Balboa Wealth Partners
Arizona
$316K
AWM
543
Accurate Wealth Management
Florida
$316K +$19.9K +241 +7%
FFWM
544
Future Financial Wealth Management
Ohio
$313K
OGF
545
Orin Green Financial
California
$309K +$1.9K +23 +0.6%
CWM
546
Core Wealth Management
Florida
$309K
CIA
547
Capital Investment Advisors
Georgia
$306K
BFP
548
Brewster Financial Planning
New York
$302K
EA
549
Efficient Advisors
Ohio
$302K
CHAM
550
Clear Harbor Asset Management
Connecticut
$302K