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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
BPB
251
Badgley, Phelps & Bell
Washington
$442K -$453K -9,475 -51%
SWM
252
Stockman Wealth Management
Montana
$435K +$4.78K +100 +1%
MCWS
253
McKinley Carter Wealth Services
West Virginia
$432K -$78.4K -1,640 -16%
RSWM
254
Robertson Stephens Wealth Management
California
$429K – – –
TF
255
TLWM Financial
Texas
$427K -$1.05K -22 -0.3%
AIP
256
Ameritas Investment Partners
Nebraska
$419K -$9.23K -193 -2%
VIM
257
Vista Investment Management
Pennsylvania
$409K -$22K -460 -5%
BC
258
Brio Consultants
California
$405K -$3.2K -67 -0.8%
NF
259
Nikulski Financial
Iowa
$401K +$6.6K +138 +2%
IFG
260
Investors Financial Group
Minnesota
$398K +$2.63K +55 +0.7%
SIM
261
Sadoff Investment Management
Wisconsin
$394K – – –
PTC
262
Private Trust Company
Ohio
$388K -$177K -3,698 -32%
ISWM
263
Independent Solutions Wealth Management
New York
$386K -$69.5K -1,453 -16%
LAS
264
Lloyd Advisory Services
Georgia
$382K -$247K -5,157 -40%
JFA
265
JNBA Financial Advisors
Minnesota
$371K -$4.26K -89 -1%
WCA
266
Westover Capital Advisors
Delaware
$369K +$48.4K +1,013 +16%
JGIA
267
Jackson Grant Investment Advisers
Connecticut
$363K +$1K +21 +0.3%
AIG
268
American International Group
New York
$357K – – –
MCM
269
Murphy Capital Management
New Jersey
$351K +$7.17K +150 +2%
BHWM
270
Bay Harbor Wealth Management
Maryland
$348K -$233K -4,876 -41%
CA
271
Crumly & Associates
Illinois
$347K +$1.1K +23 +0.3%
TWP
272
Tempus Wealth Planning
California
$347K +$96.6K +2,020 +40%
KLI
273
Kelman-Lazarov Inc
Tennessee
$345K – – –
ACM
274
Armbruster Capital Management
New York
$343K -$9.9K -207 -3%
HWM
275
Howard Wealth Management
Connecticut
$340K -$9.37K -196 -3%
9 10
11
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