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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
B
276
Bridgeworth
Alabama
$792K +$13.6K +241 +2%
GF
277
Goodman Financial
Texas
$789K -$8.21K -145 -1%
FPAS
278
Focus Partners Advisor Solutions
Missouri
$782K +$757K +13,381 New
Lido Advisors
279
Lido Advisors
California
$759K +$453 +8 +0.1%
NF
280
Nikulski Financial
Iowa
$755K +$140K +2,474 +24%
SS
281
Simplicity Solutions
Minnesota
$738K +$714K +12,622 New
OFP
282
OLIO Financial Planning
Virginia
$738K +$714K +12,624 New
CGPCS
283
Capital Group Private Client Services
California
$722K – – –
RRCM
284
Rappaport Reiches Capital Management
Illinois
$721K -$31.6K -558 -4%
WWM
285
WT Wealth Management
Arizona
$716K -$45.8K -810 -6%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$711K +$222K +3,922 +48%
PG
287
Prostatis Group
Maryland
$701K -$205K -3,623 -23%
G
288
GenTrust
Florida
$700K – – –
PCP
289
Proficio Capital Partners
Massachusetts
$689K -$99K -1,750 -13%
Cetera Investment Advisers
290
Cetera Investment Advisers
Illinois
$681K +$55.9K +988 +9%
CA
291
Claro Advisors
Massachusetts
$680K +$165K +2,911 +33%
TFGT
292
TS Financial Group (TSFG)
Illinois
$679K -$35.4K -625 -5%
PWMG
293
Pinnacle Wealth Management Group
Michigan
$672K +$12.2K +216 +2%
PTC
294
Private Trust Company
Ohio
$664K +$16.6K +294 +3%
MIM
295
Moseley Investment Management
Florida
$661K -$7.81K -138 -1%
CA
296
Continuum Advisory
Idaho
$659K -$9.85K -174 -2%
EWM
297
Echo Wealth Management
Minnesota
$637K +$41.5K +733 +7%
SW
298
SlateStone Wealth
Florida
$631K -$10.7K -189 -2%
TPWM
299
Twelve Points Wealth Management
Massachusetts
$625K +$605K +10,688 New
HighTower Advisors
300
HighTower Advisors
Illinois
$615K +$333K +5,881 +127%
10 11
12
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