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

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
101
Cannon Financial Strategists
Georgia
$6.79M -$278K -5,078 -4%
PWA
102
Peterson Wealth Advisors
Utah
$6.78M -$420K -7,693 -6%
FDS
103
Freedom Day Solutions
Texas
$6.73M +$277K +5,072 +4%
BFG
104
Beacon Financial Group
Texas
$6.71M -$2.77M -50,640 -29%
SIAS
105
Summit Investment Advisory Services
Minnesota
$6.63M -$683K -12,504 -9%
IWM
106
IHT Wealth Management
Illinois
$6.26M +$476K +8,718 +8%
KAS
107
Kestra Advisory Services
Texas
$6.23M -$2.84M -51,897 -30%
DT
108
Daniels + Tansey
Delaware
$6.22M -$1,000K -18,298 -56%
CAL
109
Capital Analysts LLC
Pennsylvania
$6.18M +$406K +7,432 +7%
SWM
110
SFG Wealth Management
Maryland
$5.71M +$992K +18,154 +20%
Creative Planning
111
Creative Planning
Kansas
$5.71M -$211K -3,853 -3%
FMP
112
Financial Management Professionals
Texas
$5.64M +$36.8K +673 +0.6%
IFG
113
Independent Financial Group
California
$5.6M +$32.2K +590 +0.6%
MA
114
Mutual Advisors
Nebraska
$5.53M +$17.8K +325 +0.3%
TWP
115
Tempus Wealth Planning
California
$5.38M +$14.9K +273 +0.3%
OIA
116
OneDigital Investment Advisors
Kansas
$5.22M -$213K -3,902 -4%
B
117
Bensler
Washington
$4.99M +$223K +4,089 +4%
AI
118
Atria Investments
North Carolina
$4.98M -$81.3K -1,488 -2%
WAM
119
WNY Asset Management
New York
$4.93M -$3.02M -55,181 -37%
FHA
120
Flagship Harbor Advisors
Massachusetts
$4.84M -$11K -202 -0.2%
XF
121
XML Financial
Maryland
$4.79M -$193K -3,526 -4%
SC
122
Savant Capital
Illinois
$4.77M -$286K -5,231 -5%
CIG
123
Cascade Investment Group
Colorado
$4.73M +$86.9K +1,590 +2%
WWM
124
Western Wealth Management
Colorado
$4.71M +$748K +13,693 +18%
SPWM
125
Spartan Planning & Wealth Management
North Carolina
$4.65M +$4.85M +88,658 New