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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
WWA
251
WCG Wealth Advisors
Nevada
$1.43M -$184K -3,023 -12%
WCWM
252
Wooster Corthell Wealth Management
Connecticut
$1.39M -$56.5K -926 -4%
EWA
253
EP Wealth Advisors
California
$1.39M +$10.4K +170 +0.8%
SFG
254
Sunburst Financial Group
Alabama
$1.37M +$1.34K +22 +0.1%
CPIG
255
Chicago Partners Investment Group
Illinois
$1.37M +$19.7K +323 +1%
TCM
256
Telos Capital Management
California
$1.36M -$24.3K -398 -2%
LA
257
LexAurum Advisors
Kansas
$1.36M -$70.7K -1,159 -5%
ACM
258
Advance Capital Management
Michigan
$1.34M +$29.5K +483 +2%
FWM
259
FSA Wealth Management
Massachusetts
$1.34M -$33.7K -553 -3%
SA
260
Stewardship Advisors
Pennsylvania
$1.33M – – –
MSAM
261
Moloney Securities Asset Management
Missouri
$1.31M -$62.2K -1,019 -5%
SCP
262
Stevens Capital Partners
Nebraska
$1.31M +$3.9K +64 +0.3%
SB
263
Strategic Blueprint
Georgia
$1.3M -$7.87K -129 -0.6%
CA
264
CoreCap Advisors
Michigan
$1.29M +$852K +13,962 +227%
WHG
265
Westwood Holdings Group
Texas
$1.27M +$1.21M +19,863 New
PWG
266
Private Wealth Group
Florida
$1.25M +$595K +9,750 +101%
TCM
267
Triumph Capital Management
Colorado
$1.24M -$266K -4,360 -18%
AWM
268
Apollon Wealth Management
South Carolina
$1.24M +$181K +2,973 +18%
BMD
269
Better Money Decisions
New Mexico
$1.23M +$47.4K +776 +4%
AWA
270
Alta Wealth Advisors
Massachusetts
$1.21M -$14.5K -238 -1%
GT
271
Glenview Trust
Kentucky
$1.2M +$24.7K +405 +2%
CGFA
272
Colton Groome Financial Advisors
North Carolina
$1.19M +$83.7K +1,372 +8%
FWM
273
FMA Wealth Management
Massachusetts
$1.18M +$116K +1,895 +12%
BEC
274
Blue Edge Capital
Virginia
$1.15M +$115K +1,881 +12%
SFC
275
Strategic Financial Concepts
Texas
$1.13M +$443K +7,267 +71%
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11
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