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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
SWA
326
Stratos Wealth Advisors
Ohio
$479K -$39.6K -802 -8%
TPWM
327
Twelve Points Wealth Management
Massachusetts
$478K – – –
DC
328
Davenport & Co
Virginia
$474K +$216K +4,383 +87%
ACM
329
Armbruster Capital Management
New York
$473K -$13.1K -266 -3%
DWP
330
Destiny Wealth Partners
Florida
$472K – – –
LMKC
331
L.M. Kohn & Company
Ohio
$469K -$61.2K -1,240 -12%
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$469K -$22.3K -451 -5%
FZCM
333
Flynn Zito Capital Management
New York
$467K -$25.3K -512 -5%
AO
334
Advisor OS
Illinois
$466K +$456K +9,235 New
DA
335
Detalus Advisors
Missouri
$462K -$1.01M -20,482 -69%
RCM
336
Raleigh Capital Management
North Carolina
$461K +$217K +4,397 +93%
SW
337
SlateStone Wealth
Florida
$460K -$27.4K -555 -6%
PG
338
Patten Group
Tennessee
$459K -$1.83K -37 -0.4%
SFS
339
Sowell Financial Services
Arkansas
$459K -$60.5K -1,226 -12%
HWM
340
HB Wealth Management
Georgia
$455K -$45K -912 -9%
PWM
341
Perigon Wealth Management
California
$441K +$8.74K +177 +2%
RSWM
342
Robertson Stephens Wealth Management
California
$440K -$4.94K -100 -1%
ISWM
343
Independent Solutions Wealth Management
New York
$439K -$38.1K -771 -8%
FWP
344
Firethorn Wealth Partners
Georgia
$429K +$20.9K +423 +5%
GIA
345
Gladstone Institutional Advisory
Florida
$429K +$41.1K +833 +11%
IFPG
346
Intrepid Financial Planning Group
Indiana
$418K – – –
PTC
347
Private Trust Company
Ohio
$412K -$93.4K -1,891 -19%
BP
348
BCK Partners
New York
$409K +$21.1K +427 +6%
CIAS
349
CFS Investment Advisory Services
New Jersey
$409K +$4.94K +100 +1%
NP
350
NorthRock Partners
Minnesota
$407K +$14.6K +295 +4%
12 13
14
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