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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
NP
276
NorthRock Partners
Minnesota
$340K -$7.89K -165 -2%
PP
277
PrairieView Partners
Minnesota
$337K -$4.92K -103 -1%
BP
278
BCK Partners
New York
$330K -$34K -711 -10%
AFA
279
Atlanta Financial Associates
Georgia
$327K – – –
WS
280
Wedbush Securities
California
$326K +$6.5K +136 +2%
BSW
281
Buckingham Strategic Wealth
Missouri
$322K -$168K -3,513 -35%
GCP
282
GSA Capital Partners
United Kingdom
$318K -$79.5K -1,663 -20%
TFGT
283
TS Financial Group (TSFG)
Illinois
$317K +$128K +2,681 +71%
CIA
284
Capital Investment Advisors
Georgia
$306K +$2.87K +60 +1%
NL
285
Navalign LLC
California
$303K +$294K +6,158 New
SP
286
Successful Portfolios
Florida
$300K +$47.8K +1,000 +20%
FC
287
Fusion Capital
South Carolina
$298K -$34.5K -721 -11%
PWM
288
Perigon Wealth Management
California
$298K – – –
TFS
289
TrustCore Financial Services
Tennessee
$295K – – –
PWMG
290
Prestige Wealth Management Group
New Jersey
$292K -$85.3K -1,784 -23%
BJL
291
Brighton Jones LLC
Washington
$289K -$254K -5,303 -47%
BCFS
292
Butensky & Cohen Financial Security
Florida
$289K +$5.79K +121 +2%
RBC
293
Roble Belko & Company
Pennsylvania
$286K +$98.7K +2,064 +55%
FAM
294
Formidable Asset Management
Ohio
$276K – – –
CG
295
Cutler Group
California
$270K -$519K -10,852 -66%
CHAM
296
Clear Harbor Asset Management
Connecticut
$267K – – –
RPGK
297
Retirement Planning Group (Kansas)
Kansas
$263K -$29.9K -625 -10%
CCT
298
Country Club Trust
Missouri
$257K – – –
S
299
SignatureFD
Georgia
$254K -$149K -3,112 -38%
TFA
300
Teamwork Financial Advisors
Texas
$252K -$1.91K -40 -0.8%
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