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
AWS
151
Atria Wealth Solutions
New York
$2.19M -$263K -5,208 -10%
MA
152
MJP Associates
Connecticut
$2.18M -$3.58M -70,977 -60%
AFG
153
Affinia Financial Group
Massachusetts
$2.12M
CFGF
154
Compass Financial Group (Florida)
Florida
$2.09M -$5.5K -109 -0.2%
AF
155
Aldebaran Financial
$2.05M -$62.8K -1,244 -3%
USCWA
156
U.S. Capital Wealth Advisors
Texas
$1.98M +$32.8K +650 +2%
MWM
157
McNaughton Wealth Management
California
$1.97M -$552K -10,928 -21%
SPC
158
Sigma Planning Corp
Michigan
$1.88M +$1.85M +36,720 +981%
TA
159
TKG Advisors
Indiana
$1.86M -$51.9K -1,027 -3%
BPA
160
Beacon Pointe Advisors
California
$1.85M -$189K -3,737 -9%
SPWM
161
Spartan Planning & Wealth Management
North Carolina
$1.84M -$5.97M -118,272 -75%
SFP
162
Strategic Financial Planning
Texas
$1.84M +$62K +1,229 +3%
FFG
163
Ford Financial Group
California
$1.74M +$489K +9,681 +35%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$1.72M -$36K -713 -2%
FWM
165
Fingerlakes Wealth Management
New York
$1.72M +$37.9K +751 +2%
WCM
166
Wealthcare Capital Management
Virginia
$1.72M +$4.24K +84 +0.2%
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$1.69M -$8.3M -164,426 -82%
TWM
168
Trinity Wealth Management
Pennsylvania
$1.67M +$23.4K +464 +1%
GLA
169
Good Life Advisors
Pennsylvania
$1.66M +$80.6K +1,596 +5%
FHC
170
First Heartland Consultants
Missouri
$1.64M +$127K +2,507 +8%
MML Investors Services
171
MML Investors Services
Massachusetts
$1.6M +$632K +12,526 +57%
ADL
172
Asset Dedication LLC
California
$1.59M -$50 -1 -0%
SSWM
173
Sheets Smith Wealth Management
North Carolina
$1.58M +$452K +8,948 +36%
FIM
174
Fernwood Investment Management
Massachusetts
$1.57M +$36.5K +723 +2%
CI
175
CX Institutional
Indiana
$1.56M -$2.61M -51,757 -61%