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

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
226
Private Trust Company
Ohio
$297K +$64.3K +1,588 +28%
VHAM
227
Van Hulzen Asset Management
California
$295K – – –
NP
228
NorthRock Partners
Minnesota
$290K -$7.9K -195 -3%
KLI
229
Kelman-Lazarov Inc
Tennessee
$287K -$7.7K -190 -3%
CA
230
Crumly & Associates
Illinois
$286K – – –
MCM
231
Murphy Capital Management
New Jersey
$286K +$810 +20 +0.3%
IFG
232
Investors Financial Group
Minnesota
$280K – – –
AIG
233
American International Group
New York
$274K – – –
NF
234
Nikulski Financial
Iowa
$273K +$5.3K +131 +2%
IWC
235
Integrated Wealth Concepts
Massachusetts
$273K +$270K +6,676 New
FAIM
236
Financial Advocates Investment Management
Washington
$272K +$269K +6,647 New
MSAM
237
Moloney Securities Asset Management
Missouri
$253K +$251K +6,197 New
CIA
238
Capital Investment Advisors
Georgia
$252K – – –
PWM
239
Perigon Wealth Management
California
$248K +$13.4K +330 +6%
WCA
240
Westover Capital Advisors
Delaware
$241K +$239K +5,895 New
FAM
241
Formidable Asset Management
Ohio
$231K – – –
TWP
242
Tempus Wealth Planning
California
$231K +$228K +5,642 New
GCA
243
Gradient Capital Advisors
California
$224K -$18.1K -448 -8%
BCFS
244
Butensky & Cohen Financial Security
Florida
$223K +$220K +5,444 New
CHAM
245
Clear Harbor Asset Management
Connecticut
$221K – – –
TFS
246
TrustCore Financial Services
Tennessee
$221K – – –
CCT
247
Country Club Trust
Missouri
$215K +$213K +5,256 New
NC
248
NovaPoint Capital
Georgia
$215K +$213K +5,257 New
AC
249
Alexandria Capital
Virginia
$214K +$212K +5,223 New
TFA
250
Teamwork Financial Advisors
Texas
$211K -$21.2K -524 -9%
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