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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
UFA
301
US Financial Advisors
Massachusetts
$597K +$12K +243 +2%
PCP
302
Proficio Capital Partners
Massachusetts
$595K – – –
OFP
303
OLIO Financial Planning
Virginia
$593K – – –
TC
304
TownSquare Capital
Utah
$591K +$579K +11,725 New
GF
305
Goodman Financial
Texas
$589K +$21.5K +435 +4%
MWM
306
MBE Wealth Management
Wisconsin
$589K -$11.3K -228 -2%
TC
307
Trilogy Capital
California
$579K -$82.1K -1,663 -13%
SS
308
Simplicity Solutions
Minnesota
$572K +$560K +11,346 New
ETIA
309
Epic Trust Investment Advisors
Washington
$561K -$63.9K -1,295 -10%
RWM
310
Rockwood Wealth Management
Pennsylvania
$543K -$20.2K -410 -4%
GAB
311
German American Bancorp
Indiana
$531K – – –
TYCC
312
Texas Yale Capital Corp
Florida
$528K – – –
PWMG
313
Pinnacle Wealth Management Group
Michigan
$522K -$50.2K -1,017 -9%
AMCA
314
Arthur M. Cohen & Associates
Illinois
$521K – – –
FFWM
315
Future Financial Wealth Management
Ohio
$521K -$3.93M -79,665 -89%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$520K – – –
HIP
317
HUB Investment Partners
Texas
$511K +$500K +10,130 New
CCM
318
Coldstream Capital Management
Washington
$509K -$103K -2,079 -17%
MIM
319
Moseley Investment Management
Florida
$508K +$24.5K +497 +5%
AWM
320
Axxcess Wealth Management
California
$503K +$246K +4,985 +100%
HSG
321
Helen Stephens Group
Texas
$487K -$28.2K -571 -6%
RRCM
322
Rappaport Reiches Capital Management
Illinois
$487K -$36K -730 -7%
AIP
323
Ameritas Investment Partners
Nebraska
$484K +$28.7K +582 +6%
IGWM
324
ICA Group Wealth Management
Colorado
$482K +$124K +2,516 +36%
SFM
325
Signet Financial Management
New Jersey
$482K -$30.2K -612 -6%
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13
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