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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
BBHC
326
Brown Brothers Harriman & Co
New York
$1.33M -$83 -1 -0%
CW
327
CreativeOne Wealth
Kansas
$1.33M -$21.2K -257 -2%
PCP
328
Proficio Capital Partners
Massachusetts
$1.32M – – –
IA
329
Insight Advisors
Pennsylvania
$1.32M +$11.8K +143 +0.9%
BEC
330
Blue Edge Capital
Virginia
$1.32M -$578 -7 -0%
DAS
331
Dynamic Advisor Solutions
Arizona
$1.32M +$481K +5,825 +54%
AWMG
332
Alliance Wealth Management Group
New Jersey
$1.3M -$5.04K -61 -0.4%
HIP
333
HUB Investment Partners
Texas
$1.3M +$1.01M +12,286 +292%
LA
334
Lifeworks Advisors
Michigan
$1.3M +$126K +1,531 +10%
EB
335
Emprise Bank
Kansas
$1.29M -$83 -1 -0%
LFP
336
Leeward Financial Partners
Washington
$1.29M +$3.96K +48 +0.3%
NFG
337
Northbridge Financial Group
Florida
$1.29M -$57.6K -697 -4%
MFA
338
Morling Financial Advisors
California
$1.28M -$59.2K -717 -4%
RIG
339
RiverFront Investment Group
Virginia
$1.26M +$1.32M +15,965 New
CMMS
340
Comprehensive Money Management Services
Florida
$1.26M – – –
WFPG
341
Waller Financial Planning Group
Ohio
$1.25M +$26.3K +319 +2%
CA
342
Calton & Associates
Florida
$1.25M +$25.2K +305 +2%
SC
343
SouthState Corp
Florida
$1.24M -$20.6K -250 -2%
MFG
344
Merit Financial Group
Georgia
$1.23M -$206K -2,489 -14%
SPI
345
Sutton Place Investors
New York
$1.21M -$82.6K -1,000 -6%
LSA
346
L & S Advisors
California
$1.2M +$34K +412 +3%
GWM
347
Gilpin Wealth Management
Colorado
$1.19M +$10.1K +122 +0.8%
FPI
348
Financial Plan Inc
Washington
$1.18M -$26.8K -325 -2%
FHC
349
First Horizon Corporation
Tennessee
$1.17M -$58.7K -711 -5%
BAM
350
Belleair Asset Management
Florida
$1.17M +$85.6K +1,036 +8%
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