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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
WFPG
351
Waller Financial Planning Group
Ohio
$1.39M -$50.1K -569 -4%
TF
352
TLWM Financial
Texas
$1.39M +$63K +716 +5%
LSA
353
L & S Advisors
California
$1.39M +$2.82K +32 +0.2%
SPI
354
Sutton Place Investors
New York
$1.37M -$19.8K -225 -1%
SAI
355
Savvy Advisors Inc
New York
$1.37M +$1.01M +11,510 +323%
MFA
356
Morling Financial Advisors
California
$1.36M -$101K -1,143 -7%
KFGK
357
Keystone Financial Group (Kentucky)
Kentucky
$1.36M +$422K +4,795 +47%
ADL
358
Asset Dedication LLC
California
$1.35M +$25.1K +285 +2%
GWM
359
Gilpin Wealth Management
Colorado
$1.34M -$19.4K -220 -1%
FHC
360
First Horizon Corporation
Tennessee
$1.32M -$17.6K -200 -1%
CCMG
361
Clark Capital Management Group
Pennsylvania
$1.32M +$84.6K +961 +7%
PWM
362
Paulson Wealth Management
Illinois
$1.31M +$264 +3 +0%
LK
363
Lumbard & Kellner
New Hampshire
$1.3M -$176 -2 -0%
PWM
364
Penobscot Wealth Management
Maine
$1.3M +$2.11K +24 +0.2%
BWP
365
Bernardo Wealth Planning
Pennsylvania
$1.29M -$22.8K -259 -2%
FF
366
Friday Financial
Iowa
$1.28M +$88 +1 +0%
LA
367
Lifeworks Advisors
Michigan
$1.27M -$208K -2,363 -14%
KFGG
368
Keystone Financial Group (Georgia)
Georgia
$1.26M -$34.6K -393 -3%
FPI
369
Financial Plan Inc
Washington
$1.26M -$97.8K -1,111 -7%
CIA
370
Cape Investment Advisory
Georgia
$1.25M +$137K +1,561 +13%
SF
371
Slagle Financial
Illinois
$1.24M +$704 +8 +0.1%
AWM
372
Apollon Wealth Management
South Carolina
$1.23M -$8.18K -93 -0.7%
SFS
373
Sowell Financial Services
Arkansas
$1.22M -$91K -1,034 -7%
AMCA
374
Arthur M. Cohen & Associates
Illinois
$1.22M – – –
MFG
375
Merit Financial Group
Georgia
$1.2M -$201K -2,281 -15%
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