We are live on ! Find out more
SPTM icon

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
301
Colony Group
Massachusetts
$577K +$210K +4,426 +57%
CCM
302
Coldstream Capital Management
Washington
$576K +$578K +12,174 New
AT
303
American Trust
Kentucky
$573K +$964K +20,299 New
CGPCS
304
Capital Group Private Client Services
California
$571K – – –
TVAMP
305
Tennessee Valley Asset Management Partners
Tennessee
$567K +$570K +11,988 New
MWM
306
MBE Wealth Management
Wisconsin
$563K -$37.8K -796 -6%
PCP
307
Proficio Capital Partners
Massachusetts
$558K – – –
LWAC
308
Laurel Wealth Advisors (California)
California
$557K -$20.6K -434 -4%
UFA
309
US Financial Advisors
Massachusetts
$548K -$217K -4,560 -28%
AWM
310
Apollon Wealth Management
South Carolina
$543K +$61K +1,283 +13%
PWMG
311
Pinnacle Wealth Management Group
Michigan
$538K – – –
ACA
312
Aptus Capital Advisors
Alabama
$536K -$636K -13,389 -54%
GF
313
Goodman Financial
Texas
$532K +$33.9K +713 +7%
RWM
314
Rockwood Wealth Management
Pennsylvania
$529K -$17.9K -376 -3%
MAS
315
Meeder Advisory Services
Ohio
$515K +$517K +10,887 New
LMKC
316
L.M. Kohn & Company
Ohio
$499K +$15.9K +335 +3%
GAB
317
German American Bancorp
Indiana
$498K +$500K +10,525 New
TYCC
318
Texas Yale Capital Corp
Florida
$495K – – –
RRCM
319
Rappaport Reiches Capital Management
Illinois
$492K -$99.5K -2,095 -17%
CW
320
CreativeOne Wealth
Kansas
$490K -$347K -7,305 -41%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$489K +$7.13K +150 +1%
SFS
322
Sowell Financial Services
Arkansas
$489K +$491K +10,334 New
AMCA
323
Arthur M. Cohen & Associates
Illinois
$489K – – –
SWA
324
Stratos Wealth Advisors
Ohio
$487K +$34.3K +722 +8%
HSG
325
Helen Stephens Group
Texas
$484K -$542K -11,411 -53%
11 12
13
14 15