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

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
201
Sheets Smith Wealth Management
North Carolina
$2.82M +$774K +10,760 +37%
NA
202
NewEdge Advisors
Louisiana
$2.75M +$567K +7,876 +26%
AWG
203
Altus Wealth Group
Colorado
$2.7M -$53.4K -742 -2%
SWA
204
SFMG Wealth Advisors
Texas
$2.66M -$28.6K -398 -1%
BOH
205
Bank of Hawaii
Hawaii
$2.63M – – –
OIM
206
Orca Investment Management
Oregon
$2.62M -$93.3K -1,297 -3%
Betterment LLC
207
Betterment LLC
New York
$2.55M +$192K +2,662 +8%
AWS
208
Atria Wealth Solutions
New York
$2.45M +$193K +2,688 +8%
APWA
209
Atlas Private Wealth Advisors
New Jersey
$2.43M +$2.45M +34,059 New
SFP
210
Strategic Financial Planning
Texas
$2.39M -$935 -13 -0%
BNMT
211
Bawa N Mallick Trust
New York
$2.39M +$2.4M +33,400 New
FEG
212
Financial Enhancement Group
Indiana
$2.37M -$45.6M -634,103 -95%
Renaissance Technologies
213
Renaissance Technologies
New York
$2.29M +$1.32M +18,400 +134%
FSA
214
Financial Sense Advisors
California
$2.29M +$925K +12,851 +67%
FWM
215
Fingerlakes Wealth Management
New York
$2.29M -$88.1K -1,224 -4%
RMAM
216
Raab & Moskowitz Asset Management
New Jersey
$2.26M -$3.09K -43 -0.1%
WAS
217
Wealth Advisory Solutions
Indiana
$2.26M +$280K +3,886 +14%
MWA
218
Medallion Wealth Advisors
Connecticut
$2.26M +$2.29M +31,845 New
MWM
219
Modera Wealth Management
New Jersey
$2.25M +$1.87M +25,918 +460%
FGC
220
Financial Gravity Companies
Texas
$2.24M -$42.7K -594 -2%
LAS
221
Legacy Advisory Services
Pennsylvania
$2.23M -$65.5K -910 -3%
QC
222
Quent Capital
New York
$2.21M +$16K +223 +0.7%
WFA
223
Wade Financial Advisory
California
$2.19M +$144 +2 +0%
TVAMP
224
Tennessee Valley Asset Management Partners
Tennessee
$2.18M +$55.4K +770 +3%
WIM
225
WealthPlan Investment Management
Nebraska
$2.18M +$1.54M +21,438 +236%