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

Name Holding Trade Value Shares
Change
Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$1.26M +$688K +19,208 +124%
PWMG
102
Prestige Wealth Management Group
New Jersey
$1.25M -$179K -5,008 -13%
ACA
103
Aptus Capital Advisors
Alabama
$1.22M +$1.2M +33,571 New
VIM
104
Vista Investment Management
Pennsylvania
$1.22M +$110K +3,070 +10%
PSG
105
Planning Solutions Group
Maryland
$1.16M -$7.17K -200 -0.6%
FIM
106
Fernwood Investment Management
Massachusetts
$1.16M +$225K +6,278 +25%
MML Investors Services
107
MML Investors Services
Massachusetts
$1.15M -$287K -8,005 -20%
WPSG
108
Wealth & Pension Services Group
Georgia
$1.11M +$55.3K +1,543 +5%
BAM
109
Belpointe Asset Management
Nevada
$1.07M +$1.05M +29,271 New
JWA
110
JFS Wealth Advisors
Pennsylvania
$998K -$36.2K -1,010 -4%
GWA
111
Guidant Wealth Advisors
Illinois
$951K -$116K -3,248 -11%
W
112
Wealthquest
Ohio
$920K +$904K +25,234 New
TA
113
TCG Advisors
Texas
$915K -$492K -13,722 -36%
GAM
114
Garrison Asset Management
Arkansas
$913K
NWM
115
Northwest Wealth Management
Iowa
$910K +$661K +18,437 +283%
HIM
116
Hanlon Investment Management
New Jersey
$900K +$306K +8,538 +53%
CF
117
Copperwynd Financial
Arizona
$898K -$967 -27 -0.1%
SFM
118
Signet Financial Management
New Jersey
$832K +$93.7K +2,614 +13%
PFC
119
Personal Financial Consultants
California
$778K +$205K +5,729 +37%
MIM
120
Moseley Investment Management
Florida
$762K +$212K +5,907 +39%
SCA
121
Snowden Capital Advisors
New York
$747K +$472K +13,181 +181%
CIAS
122
Capital Investment Advisory Services
North Carolina
$733K +$51.4K +1,435 +8%
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$687K +$35K +976 +5%
TCM
124
Telos Capital Management
California
$678K +$132K +3,679 +25%
AFP
125
Ausdal Financial Partners
Iowa
$659K -$605K -16,872 -49%