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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
PA
276
Procyon Advisors
Connecticut
$1.69M +$1.63M +20,982 New
CGFA
277
Colton Groome Financial Advisors
North Carolina
$1.69M -$57.4K -738 -3%
SFG
278
Sunburst Financial Group
Alabama
$1.68M -$7.69K -99 -0.5%
TCM
279
Towercrest Capital Management
Pennsylvania
$1.67M -$78.9K -1,015 -5%
DT
280
Diversified Trust
Tennessee
$1.66M – – –
FWM
281
FMA Wealth Management
Massachusetts
$1.65M +$28.5K +367 +2%
GM
282
GeoWealth Management
Illinois
$1.65M -$84.9K -1,092 -5%
NG
283
Novem Group
New York
$1.64M -$6.22K -80 -0.4%
RFP
284
Root Financial Partners
California
$1.64M +$327K +4,206 +26%
RMF
285
Red Mountain Financial
Colorado
$1.62M +$58.2K +749 +4%
AWA
286
Alta Wealth Advisors
Massachusetts
$1.62M -$855 -11 -0.1%
NAS
287
Nicolet Advisory Services
Wisconsin
$1.61M -$106K -1,366 -6%
MA
288
Mosaic Advisors
Texas
$1.6M +$1.54M +19,863 New
WCP
289
Wealthcare Capital Partners
Pennsylvania
$1.6M -$53.9K -694 -3%
FWM
290
FSA Wealth Management
Massachusetts
$1.57M -$17.3K -223 -1%
SB
291
Strategic Blueprint
Georgia
$1.57M -$8.39K -108 -0.6%
NB
292
Nicolet Bankshares
Wisconsin
$1.56M +$196K +2,519 +15%
MFA
293
McClarren Financial Advisors
Pennsylvania
$1.53M -$229K -2,942 -15%
ADL
294
Asset Dedication LLC
California
$1.53M -$544 -7 -0%
SA
295
Stewardship Advisors
Pennsylvania
$1.53M -$54.9K -707 -4%
MFA
296
Morling Financial Advisors
California
$1.48M -$168K -2,158 -11%
TCM
297
Telos Capital Management
California
$1.45M -$85K -1,094 -6%
ST
298
Sentinel Trust
Texas
$1.43M -$94K -1,209 -6%
ASW
299
Astoria Strategic Wealth
Texas
$1.42M -$3.19K -41 -0.2%
AWMG
300
Alliance Wealth Management Group
New Jersey
$1.41M -$97.8K -1,258 -7%
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