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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
BF
251
BOK Financial
Oklahoma
$995K – – –
SPAS
252
Spectrum Planning & Advisory Services
California
$988K -$20.1K -423 -2%
SA
253
Stewardship Advisors
Pennsylvania
$987K -$5.23K -110 -0.5%
CSPAM
254
Cary Street Partners Asset Management
Virginia
$986K -$175K -3,674 -15%
VWA
255
V Wealth Advisors
Kansas
$972K +$244K +5,140 +33%
EWA
256
EP Wealth Advisors
California
$959K -$44.8K -944 -4%
GA
257
Goldstein Advisors
Wisconsin
$926K +$931K +19,588 New
QC
258
Quent Capital
New York
$925K +$152K +3,198 +20%
B
259
Bridgeworth
Alabama
$919K +$104K +2,187 +13%
SCP
260
Stevens Capital Partners
Nebraska
$910K +$914K +19,239 New
BAM
261
Belpointe Asset Management
Nevada
$890K -$58.2K -1,224 -6%
CCM
262
Crew Capital Management
Ohio
$884K -$523 -11 -0.1%
BMD
263
Better Money Decisions
New Mexico
$869K +$24.1K +508 +3%
SPC
264
Sigma Planning Corp
Michigan
$865K -$1.07M -22,549 -55%
GT
265
Glenview Trust
Kentucky
$862K -$274K -5,767 -24%
WOSD
266
WFA of San Diego
California
$857K -$11.4K -240 -1%
BFG
267
Berger Financial Group
Minnesota
$818K -$463K -9,746 -36%
ECA
268
Elevated Capital Advisors
Utah
$817K -$1.02M -21,421 -55%
FHA
269
First Horizon Advisors
Tennessee
$816K – – –
BCI
270
Brinker Capital Investments
Pennsylvania
$815K -$89.1K -1,875 -10%
LWM
271
LJI Wealth Management
Indiana
$810K +$814K +17,131 New
BBHC
272
Brown Brothers Harriman & Co
New York
$798K – – –
IA
273
Insight Advisors
Pennsylvania
$795K +$19.9K +418 +3%
SPI
274
Sutton Place Investors
New York
$790K -$73.9K -1,555 -9%
SWM
275
SFG Wealth Management
Maryland
$784K -$4.34M -91,426 -85%
9 10
11
12 13