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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
FSA
326
Financial Sense Advisors
California
$470K +$1.25K +22 +0.3%
NP
327
NorthRock Partners
Minnesota
$470K +$51.7K +913 +13%
ISWM
328
Independent Solutions Wealth Management
New York
$466K -$7.36K -130 -2%
BFG
329
Beacon Financial Group
Texas
$451K – – –
MCM
330
Murphy Capital Management
New Jersey
$449K +$8.49K +150 +2%
CIAS
331
CFS Investment Advisory Services
New Jersey
$437K +$14.4K +255 +3%
BJL
332
Brighton Jones LLC
Washington
$436K +$80.1K +1,415 +23%
BC
333
Brio Consultants
California
$434K -$48.6K -858 -10%
HWM
334
Howard Wealth Management
Connecticut
$420K +$6.51K +115 +2%
AWA
335
Arkadios Wealth Advisors
Georgia
$411K +$331K +5,843 +491%
HR
336
Hayden Royal
North Carolina
$410K – – –
KLI
337
Kelman-Lazarov Inc
Tennessee
$410K – – –
WS
338
Wedbush Securities
California
$400K -$34K -601 -8%
BFP
339
Brewster Financial Planning
New York
$400K +$387K +6,838 New
FPCP
340
Fort Point Capital Partners
California
$399K +$386K +6,828 New
JFA
341
JNBA Financial Advisors
Minnesota
$397K – – –
BCFS
342
Butensky & Cohen Financial Security
Florida
$390K +$21.2K +374 +6%
CA
343
Crumly & Associates
Illinois
$387K – – –
SIM
344
Sadoff Investment Management
Wisconsin
$386K +$33.8K +598 +10%
BSW
345
Buckingham Strategic Wealth
Missouri
$385K -$578K -10,206 -61%
SP
346
Successful Portfolios
Florida
$379K +$22.6K +400 +7%
VIM
347
Vista Investment Management
Pennsylvania
$378K -$44K -778 -11%
GCP
348
GSA Capital Partners
United Kingdom
$378K – – –
AWM
349
Accurate Wealth Management
Florida
$376K – – –
PP
350
PrairieView Partners
Minnesota
$375K +$57 +1 +0%
12 13
14
15 16