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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
P
226
Pitcairn
Pennsylvania
$2.67M – – –
JGIA
227
Jackson Grant Investment Advisers
Connecticut
$2.66M +$433K +5,577 +20%
CA
228
Claro Advisors
Massachusetts
$2.6M -$22K -283 -0.9%
WWA
229
WCG Wealth Advisors
Nevada
$2.54M -$9.79K -126 -0.4%
SWA
230
SFMG Wealth Advisors
Texas
$2.54M – – –
LAS
231
Legacy Advisory Services
Pennsylvania
$2.52M +$145K +1,865 +6%
FGAM
232
Financial Gravity Asset Management
Texas
$2.47M +$2.38M +30,619 New
WIM
233
Westside Investment Management
California
$2.47M +$26.8K +345 +1%
MFG
234
Merit Financial Group
Georgia
$2.47M +$324K +4,174 +16%
RMAM
235
Raab & Moskowitz Asset Management
New Jersey
$2.47M -$2.56K -33 -0.1%
EFN
236
Equita Financial Network
Pennsylvania
$2.44M -$2.02K -26 -0.1%
FWM
237
Fingerlakes Wealth Management
New York
$2.42M -$43.7K -562 -2%
JWM
238
Jacksonville Wealth Management
Florida
$2.41M -$52.4K -674 -2%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$2.4M -$73.4K -944 -3%
MWM
240
Modera Wealth Management
New Jersey
$2.39M -$311 -4 -0%
FEG
241
Financial Enhancement Group
Indiana
$2.36M -$44.7K -575 -2%
NWM
242
Northwest Wealth Management
Iowa
$2.23M -$61.8K -795 -3%
WIM
243
WealthPlan Investment Management
Nebraska
$2.19M +$17.5K +225 +0.8%
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M -$44.9K -578 -2%
DWM
245
Destination Wealth Management
California
$2.16M +$28.8K +370 +1%
OIM
246
Orca Investment Management
Oregon
$2.16M -$178K -2,286 -8%
LA
247
LexAurum Advisors
Kansas
$2.16M +$9.56K +123 +0.5%
CW
248
CreativeOne Wealth
Kansas
$2.12M +$587K +7,553 +40%
SG
249
Sharper & Granite
California
$2.11M +$434K +5,590 +27%
Financial Engines Advisors
250
Financial Engines Advisors
California
$2.06M -$365K -4,695 -16%
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10
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