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

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Compass Ion Advisors
Pennsylvania
$240K +$233K +2,642 New
DG
627
DMC Group
Alabama
$238K +$231K +2,624 New
HSWS
628
Higgins & Schmidt Wealth Strategies
Colorado
$237K – – –
CI
629
CX Institutional
Indiana
$237K -$14.7K -167 -6%
AWM
630
Angeles Wealth Management
California
$234K – – –
QHA
631
Quarry Hill Advisors
Minnesota
$231K – – –
VFG
632
Victory Financial Group
Texas
$231K -$21K -239 -9%
FFA
633
Florida Financial Advisors
Florida
$229K +$222K +2,527 New
HAIM
634
Hunter Associates Investment Management
Pennsylvania
$229K -$13.6K -154 -6%
Empower Advisory Group
635
Empower Advisory Group
Colorado
$229K +$222K +2,519 New
William Blair & Company
636
William Blair & Company
Illinois
$228K +$528 +6 +0.2%
AG
637
Ascent Group
Virginia
$225K +$218K +2,481 New
OWA
638
Outlook Wealth Advisors
Texas
$224K +$218K +2,472 New
TI
639
Truepoint Inc
Ohio
$224K +$218K +2,472 New
AW
640
Alchemi Wealth
Connecticut
$224K +$217K +2,465 New
JIC
641
Johnson Investment Counsel
Ohio
$223K +$216K +2,453 New
RFS
642
Richardson Financial Services
Massachusetts
$222K +$73.2K +832 +52%
BCP
643
Blue Chip Partners
Michigan
$221K +$215K +2,438 New
NL
644
NWAM LLC
Washington
$219K +$212K +2,409 New
VW
645
Vantus Wealth
Pennsylvania
$215K +$209K +2,372 New
PFS
646
Prospera Financial Services
Texas
$214K +$207K +2,353 New
FCM
647
Fourpath Capital Management
Oklahoma
$213K -$159K -1,802 -43%
MCM
648
MAI Capital Management
Ohio
$212K -$176 -2 -0.1%
AF
649
Atala Financial
California
$212K +$148K +1,682 New
VVP
650
Venture Visionary Partners
Ohio
$211K +$205K +2,329 New