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

Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
WBH Advisory
Maryland
$301K +$312K +3,774 New
XPN
552
XY Planning Network
Montana
$300K +$28.2K +342 +10%
FAM
553
Formidable Asset Management
Ohio
$297K -$6.19K -75 -2%
O3W
554
Omni 360 Wealth
New Jersey
$296K +$5.29K +64 +2%
MT
555
Midwest Trust
Kansas
$295K
PFP
556
Paragon Financial Partners
California
$292K -$29K -351 -9%
EWA
557
Emergent Wealth Advisors
New York
$291K +$1.9K +23 +0.6%
FHC
558
First Heartland Consultants
Missouri
$291K -$12.6K -153 -4%
RFG
559
Range Financial Group
Oregon
$290K -$5.12K -62 -2%
BSTWA
560
Blake Schutter Theil Wealth Advisors
Ohio
$286K -$660K -7,995 -69%
KG
561
Kilter Group
New York
$286K -$1.65K -20 -0.6%
SGCA
562
Steel Grove Capital Advisors
Tennessee
$285K
OWA
563
One Wealth Advisors
California
$284K
MWM
564
McNaughton Wealth Management
California
$284K +$12.5K +151 +4%
FMI
565
F/M Investments
District of Columbia
$283K
SAI
566
Savvy Advisors Inc
New York
$282K +$86K +1,041 +41%
LAS
567
Legacy Advisory Services
Pennsylvania
$281K -$2.27M -27,519 -89%
IDA
568
Intelligence Driven Advisers
California
$280K
HSG
569
Helen Stephens Group
Texas
$279K +$826 +10 +0.3%
PVI
570
Pine Valley Investments
New Jersey
$278K
FWM
571
Focused Wealth Management
New York
$275K -$8.84K -107 -3%
FCH
572
Freestone Capital Holdings
Washington
$273K -$71.4K -865 -20%
CFS
573
CRA Financial Services
New Jersey
$272K -$83 -1 -0%
SS
574
SBI Securities
Japan
$269K +$21.7K +263 +8%
Vanguard Advisers Inc
575
Vanguard Advisers Inc
Pennsylvania
$267K +$279K +3,376 New