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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
HGWM
376
Horst & Graben Wealth Management
Oregon
$273K +$14.1K +257 +6%
CPW
377
Catalyst Private Wealth
California
$272K – – –
FWM
378
Focused Wealth Management
New York
$272K +$1.86K +34 +0.7%
PWMG
379
Prestige Wealth Management Group
New Jersey
$265K -$22.4K -408 -8%
JPG
380
Jordan Park Group
California
$263K -$35.9K -654 -12%
BFA
381
Beaumont Financial Advisors
Massachusetts
$261K – – –
OWA
382
One Wealth Advisors
California
$261K – – –
WBCM
383
Wilson & Boucher Capital Management
California
$261K – – –
CB
384
Commerce Bank
Missouri
$257K – – –
OGF
385
Orin Green Financial
California
$257K – – –
TSS
386
Two Sigma Securities
New York
$245K +$241K +4,400 New
EVM
387
Eaton Vance Management
Massachusetts
$243K +$114K +2,074 +90%
LK
388
Lumbard & Kellner
New Hampshire
$238K +$36.9K +673 +19%
BFA
389
Beacon Financial Advisory
Ohio
$237K +$329 +6 +0.1%
VHAM
390
Van Hulzen Asset Management
California
$236K – – –
APC
391
Aspire Private Capital
North Carolina
$235K -$44.5K -812 -16%
PWM
392
Paulson Wealth Management
Illinois
$230K +$227K +4,138 New
FZCM
393
Flynn Zito Capital Management
New York
$229K +$932 +17 +0.4%
SIM
394
Sadoff Investment Management
Wisconsin
$222K -$142K -2,595 -39%
GW
395
GW & Wade
Massachusetts
$221K – – –
DC
396
Darrow Company
Massachusetts
$220K +$7.89K +144 +4%
PFP
397
Paragon Financial Partners
California
$219K -$59.9K -1,093 -22%
SPC
398
Sigma Planning Corp
Michigan
$208K +$205K +3,745 New
OWM
399
Opes Wealth Management
California
$206K -$822 -15 -0.4%
FPCP
400
Fort Point Capital Partners
California
$204K -$173K -3,149 -46%
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