We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
226
Richard P. Slaughter Associates
Texas
$1.63M +$127K +2,320 +9%
PWM
227
Perigon Wealth Management
California
$1.62M -$40.4K -739 -3%
FPAS
228
Focus Partners Advisor Solutions
Missouri
$1.61M +$191K +3,489 +15%
WFP
229
Wrenne Financial Planning
Kentucky
$1.6M +$1.49M +27,357 New
SSWM
230
Sheets Smith Wealth Management
North Carolina
$1.59M -$53.2K -975 -3%
AFS
231
Annapolis Financial Services
Maryland
$1.57M -$2.51K -46 -0.2%
BPA
232
Beacon Pointe Advisors
California
$1.57M -$976K -17,881 -40%
WP
233
WealthPLAN Partners
Nebraska
$1.57M -$4.31K -79 -0.3%
FFN
234
Focus Financial Network
Minnesota
$1.56M +$1.46M +26,665 New
NWM
235
Northwest Wealth Management
Iowa
$1.56M -$107K -1,960 -7%
CFGA
236
Cambridge Financial Group (Arizona)
Arizona
$1.55M +$1.45M +26,515 New
BCM
237
Brookstone Capital Management
Illinois
$1.54M -$19M -347,679 -93%
ECA
238
Elevated Capital Advisors
Utah
$1.53M -$97.8K -1,791 -6%
MFA
239
McClarren Financial Advisors
Pennsylvania
$1.49M +$2.35K +43 +0.2%
WWA
240
WCG Wealth Advisors
Nevada
$1.48M -$9.83K -180 -0.7%
AWMG
241
Alliance Wealth Management Group
New Jersey
$1.47M +$1.37M +25,135 New
CA
242
Claro Advisors
Massachusetts
$1.42M +$31K +567 +2%
OFS
243
OneAscent Financial Services
Alabama
$1.41M +$1.32M +24,151 New
MFA
244
Morling Financial Advisors
California
$1.4M -$37.6K -689 -3%
BFG
245
Bleakley Financial Group
New Jersey
$1.39M -$5.73K -105 -0.4%
SWM
246
Seaside Wealth Management
California
$1.39M – – –
TCM
247
Triumph Capital Management
Colorado
$1.39M -$25.9K -475 -2%
SG
248
Sharper & Granite
California
$1.36M +$31.7K +580 +3%
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.36M -$147K -2,684 -10%
CWM
250
Cahill Wealth Management
Michigan
$1.35M -$22.3K -409 -2%
8 9
10
11 12