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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
ACM
326
Armbruster Capital Management
New York
$1.34M +$83 +1 +0%
BBHC
327
Brown Brothers Harriman & Co
New York
$1.33M -$83 -1 -0%
CW
328
CreativeOne Wealth
Kansas
$1.33M -$21.2K -257 -2%
PCP
329
Proficio Capital Partners
Massachusetts
$1.32M – – –
IA
330
Insight Advisors
Pennsylvania
$1.32M +$11.8K +143 +0.9%
BEC
331
Blue Edge Capital
Virginia
$1.32M -$578 -7 -0%
DAS
332
Dynamic Advisor Solutions
Arizona
$1.32M +$481K +5,825 +54%
AWMG
333
Alliance Wealth Management Group
New Jersey
$1.3M -$5.04K -61 -0.4%
HIP
334
HUB Investment Partners
Texas
$1.3M +$1.01M +12,286 +292%
LA
335
Lifeworks Advisors
Michigan
$1.3M +$126K +1,531 +10%
EB
336
Emprise Bank
Kansas
$1.29M -$83 -1 -0%
LFP
337
Leeward Financial Partners
Washington
$1.29M +$3.96K +48 +0.3%
NFG
338
Northbridge Financial Group
Florida
$1.29M -$57.6K -697 -4%
MFA
339
Morling Financial Advisors
California
$1.28M -$59.2K -717 -4%
RIG
340
RiverFront Investment Group
Virginia
$1.26M +$1.32M +15,965 New
CMMS
341
Comprehensive Money Management Services
Florida
$1.26M – – –
WFPG
342
Waller Financial Planning Group
Ohio
$1.25M +$26.3K +319 +2%
CA
343
Calton & Associates
Florida
$1.25M +$25.2K +305 +2%
SC
344
SouthState Corp
Florida
$1.24M -$20.6K -250 -2%
MFG
345
Merit Financial Group
Georgia
$1.23M -$206K -2,489 -14%
SPI
346
Sutton Place Investors
New York
$1.21M -$82.6K -1,000 -6%
LSA
347
L & S Advisors
California
$1.2M +$34K +412 +3%
GWM
348
Gilpin Wealth Management
Colorado
$1.19M +$10.1K +122 +0.8%
FPI
349
Financial Plan Inc
Washington
$1.18M -$26.8K -325 -2%
FHC
350
First Horizon Corporation
Tennessee
$1.17M -$58.7K -711 -5%
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