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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
CAAS
251
Capital Asset Advisory Services
Michigan
$450K -$274K -5,738 -39%
DWP
252
Destiny Wealth Partners
Florida
$449K -$4.59K -96 -1%
WWM
253
Western Wealth Management
Colorado
$443K +$8.99K +188 +2%
BPB
254
Badgley, Phelps & Bell
Washington
$442K -$453K -9,475 -51%
SWM
255
Stockman Wealth Management
Montana
$435K +$4.78K +100 +1%
MCWS
256
McKinley Carter Wealth Services
West Virginia
$432K -$78.4K -1,640 -16%
RSWM
257
Robertson Stephens Wealth Management
California
$429K – – –
TF
258
TLWM Financial
Texas
$427K -$1.05K -22 -0.3%
AIP
259
Ameritas Investment Partners
Nebraska
$419K -$9.23K -193 -2%
VIM
260
Vista Investment Management
Pennsylvania
$409K -$22K -460 -5%
BC
261
Brio Consultants
California
$405K -$3.2K -67 -0.8%
NF
262
Nikulski Financial
Iowa
$401K +$6.6K +138 +2%
IFG
263
Investors Financial Group
Minnesota
$398K +$2.63K +55 +0.7%
SIM
264
Sadoff Investment Management
Wisconsin
$394K – – –
PTC
265
Private Trust Company
Ohio
$388K -$177K -3,698 -32%
ISWM
266
Independent Solutions Wealth Management
New York
$386K -$69.5K -1,453 -16%
LAS
267
Lloyd Advisory Services
Georgia
$382K -$247K -5,157 -40%
JFA
268
JNBA Financial Advisors
Minnesota
$371K -$4.26K -89 -1%
WCA
269
Westover Capital Advisors
Delaware
$369K +$48.4K +1,013 +16%
JGIA
270
Jackson Grant Investment Advisers
Connecticut
$363K +$1K +21 +0.3%
MCM
271
Murphy Capital Management
New Jersey
$351K +$7.17K +150 +2%
BHWM
272
Bay Harbor Wealth Management
Maryland
$348K -$233K -4,876 -41%
CA
273
Crumly & Associates
Illinois
$347K +$1.1K +23 +0.3%
TWP
274
Tempus Wealth Planning
California
$347K +$96.6K +2,020 +40%
KLI
275
Kelman-Lazarov Inc
Tennessee
$345K – – –
9 10
11
12 13