We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
LK
551
Lumbard & Kellner
New Hampshire
$224K
VFG
552
Victory Financial Group
Texas
$221K -$55K -792 -21%
TWM
553
Trevian Wealth Management
Massachusetts
$219K +$203K +2,927 New
CPC
554
Cookson Peirce & Co
Pennsylvania
$216K +$201K +2,890 New
FPW
555
Flagship Private Wealth
Massachusetts
$215K +$199K +2,873 New
FNA
556
First National Advisers
Nebraska
$213K +$197K +2,838 New
EL
557
Essex LLC
Illinois
$212K +$196K +2,825 New
FA
558
FSA Advisors
Michigan
$209K +$194K +2,791 New
HWM
559
Horizon Wealth Management
Illinois
$208K +$193K +2,776 New
PGWM
560
Parisi Gray Wealth Management
New Jersey
$207K +$192K +2,763 New
EWA
561
Emergent Wealth Advisors
New York
$205K -$15.3K -221 -7%
MWC
562
MBM Wealth Consultants
Missouri
$204K +$189K +2,729 New
HC
563
Hoese & Co
Minnesota
$204K
NPAN
564
Northeast Planning Associates NH
New Hampshire
$201K +$186K +2,681 New
AP
565
Atwood & Palmer
Missouri
$191K
PWMG
566
Prestige Wealth Management Group
New Jersey
$187K
JFA
567
JNBA Financial Advisors
Minnesota
$186K -$5.14K -74 -3%
SS
568
Sunbelt Securities
Texas
$178K
AAP
569
Arax Advisory Partners
Colorado
$176K
CI
570
CX Institutional
Indiana
$175K
MCM
571
MAI Capital Management
Ohio
$173K
Bank of Montreal
572
Bank of Montreal
Ontario, Canada
$171K +$763 +11 +0.5%
RWPA
573
Richard W. Paul & Associates
Michigan
$166K
CWM
574
Copia Wealth Management
Oregon
$165K
S
575
SignatureFD
Georgia
$155K +$69 +1 +0%