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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
WCA
276
Westover Capital Advisors
Delaware
$402K +$4.35K +84 +1%
VIM
277
Vista Investment Management
Pennsylvania
$400K -$39.6K -765 -9%
MCM
278
Murphy Capital Management
New Jersey
$395K +$16.3K +315 +4%
FSA
279
Financial Sense Advisors
California
$394K +$385K +7,443 New
JGIA
280
Jackson Grant Investment Advisers
Connecticut
$389K -$2.23K -43 -0.6%
BSW
281
Buckingham Strategic Wealth
Missouri
$389K +$41K +793 +12%
AIG
282
American International Group
New York
$385K – – –
HWM
283
Howard Wealth Management
Connecticut
$374K +$7.61K +147 +2%
CA
284
Crumly & Associates
Illinois
$373K – – –
KLI
285
Kelman-Lazarov Inc
Tennessee
$371K – – –
NP
286
NorthRock Partners
Minnesota
$367K – – –
JFA
287
JNBA Financial Advisors
Minnesota
$366K -$32.1K -620 -8%
WS
288
Wedbush Securities
California
$351K +$103 +2 +0%
BP
289
BCK Partners
New York
$345K +$6.62K +128 +2%
GCP
290
GSA Capital Partners
United Kingdom
$342K – – –
PP
291
PrairieView Partners
Minnesota
$340K -$21.9K -423 -6%
SS
292
Simplicity Solutions
Minnesota
$334K +$327K +6,311 New
UFA
293
US Financial Advisors
Massachusetts
$329K -$198K -3,830 -38%
SP
294
Successful Portfolios
Florida
$323K – – –
RPGK
295
Retirement Planning Group (Kansas)
Kansas
$322K +$37.6K +727 +14%
FC
296
Fusion Capital
South Carolina
$319K -$2.23K -43 -0.7%
PWM
297
Perigon Wealth Management
California
$319K -$1.71K -33 -0.5%
SIM
298
Sadoff Investment Management
Wisconsin
$318K -$103K -2,000 -25%
CIA
299
Capital Investment Advisors
Georgia
$318K -$10.6K -205 -3%
TFS
300
TrustCore Financial Services
Tennessee
$318K – – –
10 11
12
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