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

Name Holding Trade Value Shares
Change
Change in
Stake
AO
176
Advisor OS
Illinois
$2.92M -$54.2K -847 -2%
AI
177
Atria Investments
North Carolina
$2.9M -$21.3K -333 -0.8%
DWM
178
Dogwood Wealth Management
Kansas
$2.84M -$9.77M -152,572 -78%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$2.78M +$92.8K +1,449 +4%
AWM
180
AE Wealth Management
Kansas
$2.75M +$8K +125 +0.3%
FIA
181
Foundations Investment Advisors
Arizona
$2.74M -$9.12M -142,483 -78%
BSW
182
Buckingham Strategic Wealth
Missouri
$2.68M -$28.4K -443 -1%
AWG
183
Altus Wealth Group
Colorado
$2.66M -$26.1K -407 -1%
SWA
184
SFMG Wealth Advisors
Texas
$2.56M -$128K -2,004 -5%
PWH
185
Priebe Wealth Holdings
Minnesota
$2.54M +$66.3K +1,035 +3%
SFA
186
Sequoia Financial Advisors
Ohio
$2.48M +$64 +1 +0%
WAG
187
Winthrop Advisory Group
Massachusetts
$2.39M
SFP
188
Strategic Financial Planning
Texas
$2.38M +$128 +2 +0%
AWS
189
Atria Wealth Solutions
New York
$2.3M -$239K -3,733 -10%
FWM
190
Fingerlakes Wealth Management
New York
$2.27M -$44.4K -694 -2%
FGAM
191
Financial Gravity Asset Management
Texas
$2.26M -$2.28M -35,605 -51%
RBC
192
Roble Belko & Company
Pennsylvania
$2.22M -$188K -2,929 -8%
FIM
193
Fernwood Investment Management
Massachusetts
$2.22M -$59.1K -923 -3%
ADL
194
Asset Dedication LLC
California
$2.21M -$5.25K -82 -0.2%
RMAM
195
Raab & Moskowitz Asset Management
New Jersey
$2.15M -$82.9K -1,295 -4%
LAS
196
Legacy Advisory Services
Pennsylvania
$2.13M +$52.2K +815 +3%
Betterment LLC
197
Betterment LLC
New York
$2.12M +$211K +3,303 +12%
CWM
198
Cahill Wealth Management
Michigan
$2.11M +$467K +7,293 +29%
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M -$63.4K -990 -3%
NAS
200
Nicolet Advisory Services
Wisconsin
$2.06M -$102K -1,589 -5%