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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
CIAS
326
CFS Investment Advisory Services
New Jersey
$368K +$399K +7,907 New
ISWM
327
Independent Solutions Wealth Management
New York
$364K -$3.03K -60 -0.8%
CG
328
Colony Group
Massachusetts
$363K +$394K +7,803 New
NP
329
NorthRock Partners
Minnesota
$361K +$47.7K +944 +14%
LAS
330
Lloyd Advisory Services
Georgia
$347K -$137K -2,709 -27%
WS
331
Wedbush Securities
California
$345K -$70.9K -1,404 -16%
CA
332
Cetera Advisors
Colorado
$341K -$138K -2,730 -27%
IWN
333
Independent Wealth Network
Iowa
$338K +$1.46K +29 +0.4%
BP
334
BCK Partners
New York
$333K +$20.9K +414 +6%
CA
335
Crumly & Associates
Illinois
$328K – – –
RFA
336
Resurgent Financial Advisors
Georgia
$326K +$354K +7,014 New
KLI
337
Kelman-Lazarov Inc
Tennessee
$322K – – –
MCWS
338
McKinley Carter Wealth Services
West Virginia
$321K – – –
PI
339
PFS Investments
Georgia
$317K +$344K +6,819 New
TSS
340
Two Sigma Securities
New York
$316K +$121K +2,391 +54%
AWA
341
Arkadios Wealth Advisors
Georgia
$315K +$202 +4 +0.1%
IA
342
IFP Advisors
Florida
$313K – – –
GIA
343
Gladstone Institutional Advisory
Florida
$308K +$82.3K +1,631 +33%
FCMA
344
Foresight Capital Management Advisors
Michigan
$295K -$7.07K -140 -2%
SP
345
Successful Portfolios
Florida
$291K +$13.4K +265 +4%
BFP
346
Brewster Financial Planning
New York
$290K -$29.7K -588 -9%
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$285K +$15.2K +302 +5%
PWM
348
Perigon Wealth Management
California
$283K – – –
FC
349
Fusion Capital
South Carolina
$280K +$5.1K +101 +2%
TFS
350
TrustCore Financial Services
Tennessee
$279K – – –
12 13
14
15 16