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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
MGIA
301
Moneta Group Investment Advisors
Missouri
– -$375K -9,408 Closed
ACM
302
Anfield Capital Management
California
– -$385K -9,362 Closed
CAM
303
Congress Asset Management
Massachusetts
– -$340K -8,531 Closed
TC
304
Telemus Capital
Michigan
– -$319K -8,000 Closed
RCS
305
Retirement Capital Strategies
California
– -$306K -7,670 Closed
CA
306
Continuum Advisory
Idaho
– -$274K -6,869 Closed
AC
307
Alexandria Capital
Virginia
– -$252K -6,330 Closed
TI
308
Truepoint Inc
Ohio
– -$235K -5,908 Closed
CIA
309
Capital Investment Advisors
Georgia
– -$232K -5,812 Closed
IWC
310
Integrated Wealth Concepts
Massachusetts
– -$231K -5,801 Closed
FAM
311
Formidable Asset Management
Ohio
– -$225K -5,641 Closed
TFA
312
Teamwork Financial Advisors
Texas
– -$224K -5,620 Closed
GCA
313
Gradient Capital Advisors
California
– -$219K -5,486 Closed
CHAM
314
Clear Harbor Asset Management
Connecticut
– -$216K -5,409 Closed
SP
315
Successful Portfolios
Florida
– -$203K -5,090 Closed
BAM
316
Baldrige Asset Management
Pennsylvania
– -$202K -5,070 Closed
MWPCG
317
Measured Wealth Private Client Group
New Hampshire
– -$201K -5,043 Closed
TA
318
TFG Advisers
Michigan
– -$104K -2,614 Closed
Bessemer Group
319
Bessemer Group
New Jersey
– -$78K -1,950 Closed
MAWCM
320
Mine & Arao Wealth Creation & Management
California
– -$74K -1,858 Closed
SPIA
321
Steward Partners Investment Advisory
New York
– -$64.1K -1,703 -98%
JP Morgan Chase
322
JP Morgan Chase
New York
– -$30K -744 Closed
AWA
323
Arkadios Wealth Advisors
Georgia
– -$28.2K -677 Closed
CL
324
Cabana LLC
Arkansas
– -$17K -432 Closed
WQ
325
Wealth Quarterback
New Jersey
– -$10.6K -267 Closed
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