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

Name Holding Trade Value Shares
Change
Change in
Stake
JPG
201
Jordan Park Group
California
$440K -$1.17M -32,641 -74%
BC
202
Brio Consultants
California
$425K -$1.69M -47,212 -81%
LWAC
203
Laurel Wealth Advisors (California)
California
$425K +$17.9K +501 +5%
TYCC
204
Texas Yale Capital Corp
Florida
$424K
RFN
205
RDA Financial Network
Iowa
$399K -$2.33K -65 -0.6%
Citadel Advisors
206
Citadel Advisors
Florida
$394K +$373K +10,428 New
ISWM
207
Independent Solutions Wealth Management
New York
$389K -$1.61K -45 -0.4%
RJA
208
Raymond James & Associates
Florida
$384K +$83.7K +2,339 +30%
TWM
209
Trinity Wealth Management
Pennsylvania
$376K -$138K -3,847 -28%
CIA
210
Compass Ion Advisors
Pennsylvania
$375K -$138K -3,853 -28%
ASW
211
Astoria Strategic Wealth
Texas
$373K +$41.2K +1,151 +13%
W
212
Wealthquest
Ohio
$371K +$352K +9,828 New
BBA
213
Braun-Bostich & Associates
Pennsylvania
$362K
AO
214
Advisor OS
Illinois
$362K +$342K +9,574 New
SWA
215
Stratos Wealth Advisors
Ohio
$354K +$22.7K +636 +7%
HWM
216
Howard Wealth Management
Connecticut
$344K -$86K -2,405 -21%
BFA
217
Beacon Financial Advisory
Ohio
$341K +$2.33K +65 +0.7%
SWM
218
Stockman Wealth Management
Montana
$337K
RSWM
219
Robertson Stephens Wealth Management
California
$329K
HGWM
220
Horst & Graben Wealth Management
Oregon
$327K +$2.83K +79 +0.9%
HIMC
221
Heritage Investors Management Corp
Maryland
$324K
S
222
SignatureFD
Georgia
$322K -$28.8K -806 -9%
TA
223
TCG Advisors
Texas
$317K -$74.9K -2,094 -20%
CA
224
Continuum Advisory
Idaho
$307K +$289K +8,073 New
FC
225
Fusion Capital
South Carolina
$303K -$34.2K -956 -11%