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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
GA
301
Goldstein Advisors
Wisconsin
$856K -$165K -2,699 -17%
BFG
302
Berger Financial Group
Minnesota
$842K -$151K -2,472 -16%
PTC
303
Private Trust Company
Ohio
$826K -$197K -3,234 -20%
PCIA
304
Prime Capital Investment Advisors
Kansas
$825K -$1.66M -27,125 -68%
AMCA
305
Arthur M. Cohen & Associates
Illinois
$823K +$152K +2,485 +24%
AWA
306
Arkadios Wealth Advisors
Georgia
$823K -$10.7K -175 -1%
JGIA
307
Jackson Grant Investment Advisers
Connecticut
$821K -$2.14K -35 -0.3%
WS
308
Wedbush Securities
California
$809K -$68.8K -1,128 -8%
G
309
GenTrust
Florida
$806K – – –
PFG
310
Prosperity Financial Group
California
$793K -$85.4K -1,400 -10%
JWCA
311
J.W. Cole Advisors
Florida
$770K +$610 +10 +0.1%
CRI
312
Colonial River Investments
Virginia
$757K -$1.6M -26,197 -69%
IF
313
Intrua Financial
Texas
$744K -$6.92M -113,336 -91%
FCH
314
Freestone Capital Holdings
Washington
$736K +$700K +11,470 New
UFA
315
US Financial Advisors
Massachusetts
$735K +$34K +558 +5%
SFM
316
Signet Financial Management
New Jersey
$726K +$44.7K +733 +7%
GM
317
GeoWealth Management
Illinois
$723K +$318K +5,209 +86%
CA
318
Continuum Advisory
Idaho
$721K -$13.2K -217 -2%
TRCT
319
Tower Research Capital (TRC)
New York
$708K +$671K +10,989 +24,420%
VPP
320
Vertex Planning Partners
Illinois
$705K +$61.9K +1,015 +10%
MWM
321
MBE Wealth Management
Wisconsin
$701K +$1.28K +21 +0.2%
MWAM
322
Manhattan West Asset Management
California
$699K +$665K +10,896 New
OFP
323
OLIO Financial Planning
Virginia
$687K – – –
SWA
324
Stratos Wealth Advisors
Ohio
$683K -$16K -263 -2%
GAB
325
German American Bancorp
Indiana
$675K – – –
11 12
13
14 15