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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
VHAM
226
Van Hulzen Asset Management
California
$295K – – –
NP
227
NorthRock Partners
Minnesota
$290K -$7.9K -195 -3%
KLI
228
Kelman-Lazarov Inc
Tennessee
$287K -$7.7K -190 -3%
CA
229
Crumly & Associates
Illinois
$286K – – –
MCM
230
Murphy Capital Management
New Jersey
$286K +$810 +20 +0.3%
IFG
231
Investors Financial Group
Minnesota
$280K – – –
AIG
232
American International Group
New York
$274K – – –
NF
233
Nikulski Financial
Iowa
$273K +$5.3K +131 +2%
IWC
234
Integrated Wealth Concepts
Massachusetts
$273K +$270K +6,676 New
FAIM
235
Financial Advocates Investment Management
Washington
$272K +$269K +6,647 New
MSAM
236
Moloney Securities Asset Management
Missouri
$253K +$251K +6,197 New
CIA
237
Capital Investment Advisors
Georgia
$252K – – –
PWM
238
Perigon Wealth Management
California
$248K +$13.4K +330 +6%
WCA
239
Westover Capital Advisors
Delaware
$241K +$239K +5,895 New
FAM
240
Formidable Asset Management
Ohio
$231K – – –
TWP
241
Tempus Wealth Planning
California
$231K +$228K +5,642 New
GCA
242
Gradient Capital Advisors
California
$224K -$18.1K -448 -8%
BCFS
243
Butensky & Cohen Financial Security
Florida
$223K +$220K +5,444 New
CHAM
244
Clear Harbor Asset Management
Connecticut
$221K – – –
TFS
245
TrustCore Financial Services
Tennessee
$221K – – –
CCT
246
Country Club Trust
Missouri
$215K +$213K +5,256 New
NC
247
NovaPoint Capital
Georgia
$215K +$213K +5,257 New
AC
248
Alexandria Capital
Virginia
$214K +$212K +5,223 New
TFA
249
Teamwork Financial Advisors
Texas
$211K -$21.2K -524 -9%
SP
250
Successful Portfolios
Florida
$208K +$206K +5,090 New
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