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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
ISWM
326
Independent Solutions Wealth Management
New York
$466K -$7.36K -130 -2%
BFG
327
Beacon Financial Group
Texas
$451K – – –
MCM
328
Murphy Capital Management
New Jersey
$449K +$8.49K +150 +2%
CIAS
329
CFS Investment Advisory Services
New Jersey
$437K +$14.4K +255 +3%
BJL
330
Brighton Jones LLC
Washington
$436K +$80.1K +1,415 +23%
BC
331
Brio Consultants
California
$434K -$48.6K -858 -10%
HWM
332
Howard Wealth Management
Connecticut
$420K +$6.51K +115 +2%
AWA
333
Arkadios Wealth Advisors
Georgia
$411K +$331K +5,843 +491%
HR
334
Hayden Royal
North Carolina
$410K – – –
KLI
335
Kelman-Lazarov Inc
Tennessee
$410K – – –
WS
336
Wedbush Securities
California
$400K -$34K -601 -8%
BFP
337
Brewster Financial Planning
New York
$400K +$387K +6,838 New
FPCP
338
Fort Point Capital Partners
California
$399K +$386K +6,828 New
JFA
339
JNBA Financial Advisors
Minnesota
$397K – – –
BCFS
340
Butensky & Cohen Financial Security
Florida
$390K +$21.2K +374 +6%
CA
341
Crumly & Associates
Illinois
$387K – – –
SIM
342
Sadoff Investment Management
Wisconsin
$386K +$33.8K +598 +10%
BSW
343
Buckingham Strategic Wealth
Missouri
$385K -$578K -10,206 -61%
SP
344
Successful Portfolios
Florida
$379K +$22.6K +400 +7%
VIM
345
Vista Investment Management
Pennsylvania
$378K -$44K -778 -11%
GCP
346
GSA Capital Partners
United Kingdom
$378K – – –
AWM
347
Accurate Wealth Management
Florida
$376K – – –
PP
348
PrairieView Partners
Minnesota
$375K +$57 +1 +0%
BP
349
BCK Partners
New York
$361K -$21.8K -386 -6%
RPGK
350
Retirement Planning Group (Kansas)
Kansas
$357K +$736 +13 +0.2%
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