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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
KFGG
351
Keystone Financial Group (Georgia)
Georgia
$1.22M +$6.62K +81 +0.5%
LSA
352
L & S Advisors
California
$1.22M +$4.99K +61 +0.4%
SF
353
Slagle Financial
Illinois
$1.21M -$113K -1,383 -9%
SFS
354
Sowell Financial Services
Arkansas
$1.2M +$244K +2,986 +26%
BWP
355
Bernardo Wealth Planning
Pennsylvania
$1.19M -$164 -2 -0%
PWM
356
Paulson Wealth Management
Illinois
$1.19M -$63K -771 -5%
LK
357
Lumbard & Kellner
New Hampshire
$1.18M – – –
FF
358
Friday Financial
Iowa
$1.17M +$82 +1 +0%
PWM
359
Penobscot Wealth Management
Maine
$1.16M +$899 +11 +0.1%
SP
360
Sequent Planning
Nebraska
$1.15M +$23.9K +292 +2%
TF
361
TLWM Financial
Texas
$1.15M +$38.4K +469 +3%
BAM
362
Belleair Asset Management
Florida
$1.13M +$1.12M +13,705 New
AMCA
363
Arthur M. Cohen & Associates
Illinois
$1.11M – – –
CA
364
Continuum Advisory
Idaho
$1.07M -$19.3K -236 -2%
G
365
GenTrust
Florida
$1.04M – – –
SIMC
366
Squire Investment Management Company
Utah
$1.03M – – –
LCWP
367
Legacy Capital Wealth Partners
Arkansas
$1.03M -$53.3K -652 -5%
SCM
368
SCS Capital Management
Massachusetts
$1.02M +$2.94K +36 +0.3%
CFGA
369
Cambridge Financial Group (Arizona)
Arizona
$998K +$2.78K +34 +0.2%
USCWA
370
U.S. Capital Wealth Advisors
Texas
$994K +$90.8K +1,111 +10%
AFP
371
Ausdal Financial Partners
Iowa
$988K +$43.9K +537 +5%
PWM
372
Prentice Wealth Management
New York
$986K -$19.8K -242 -2%
IF
373
Intrua Financial
Texas
$972K +$168K +2,055 +21%
PFG
374
Prosperity Financial Group
California
$958K -$40.1K -490 -4%
BSTWA
375
Blake Schutter Theil Wealth Advisors
Ohio
$958K -$346K -4,232 -27%
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15
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