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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
TCM
226
Towercrest Capital Management
Pennsylvania
$1.76M -$65.4K -1,071 -4%
SSWM
227
Sheets Smith Wealth Management
North Carolina
$1.73M -$14.8K -243 -0.9%
AFS
228
Annapolis Financial Services
Maryland
$1.72M -$3.9K -64 -0.2%
NWM
229
Northwest Wealth Management
Iowa
$1.7M -$4.03K -66 -0.2%
CFGA
230
Cambridge Financial Group (Arizona)
Arizona
$1.7M – – –
OFS
231
OneAscent Financial Services
Alabama
$1.7M +$139K +2,279 +9%
BPA
232
Beacon Pointe Advisors
California
$1.69M -$35.9K -588 -2%
SPC
233
Sigma Planning Corp
Michigan
$1.68M +$1.6M +26,161 New
WAS
234
Wealth Advisory Solutions
Indiana
$1.63M +$1.55M +25,470 New
TVAMP
235
Tennessee Valley Asset Management Partners
Tennessee
$1.63M -$1.22M -19,943 -44%
WFP
236
Wrenne Financial Planning
Kentucky
$1.63M -$121K -1,991 -7%
MFA
237
McClarren Financial Advisors
Pennsylvania
$1.63M -$8.6K -141 -0.6%
CWM
238
Cahill Wealth Management
Michigan
$1.63M +$135K +2,212 +10%
CASC
239
Coppell Advisory Solutions Corp
Texas
$1.6M +$1.52M +24,951 New
PWM
240
Perigon Wealth Management
California
$1.58M -$191K -3,134 -11%
CA
241
Claro Advisors
Massachusetts
$1.57M +$8.97K +147 +0.6%
BCM
242
Brookstone Capital Management
Illinois
$1.57M -$116K -1,908 -7%
AWMG
243
Alliance Wealth Management Group
New Jersey
$1.55M -$63.6K -1,043 -4%
BFG
244
Bleakley Financial Group
New Jersey
$1.53M +$1.65K +27 +0.1%
SWM
245
Seaside Wealth Management
California
$1.5M -$22.2K -364 -2%
JWA
246
JFS Wealth Advisors
Pennsylvania
$1.5M +$4.76K +78 +0.3%
EWM
247
Echo Wealth Management
Minnesota
$1.49M +$36.7K +601 +3%
SG
248
Sharper & Granite
California
$1.49M +$3.84K +63 +0.3%
MFA
249
Morling Financial Advisors
California
$1.46M -$77.5K -1,270 -5%
ASW
250
Astoria Strategic Wealth
Texas
$1.44M +$30K +491 +2%
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