We are live on ! Find out more
SPTM icon

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
376
TS Financial Group (TSFG)
Illinois
$436K – – –
RWM
377
Rockwood Wealth Management
Pennsylvania
$425K -$25.9K -475 -6%
DC
378
Davenport & Co
Virginia
$425K -$116K -2,132 -23%
RCM
379
Raleigh Capital Management
North Carolina
$423K -$40.2K -737 -9%
AAS
380
Ameritas Advisory Services
Nebraska
$418K +$40.1K +735 +12%
NP
381
NorthRock Partners
Minnesota
$418K +$15.7K +288 +4%
SP
382
Successful Portfolios
Florida
$418K – – –
PWM
383
Partnership Wealth Management
Maryland
$415K +$383K +7,006 New
CA
384
Crumly & Associates
Illinois
$412K – – –
SIMC
385
Squire Investment Management Company
Utah
$412K +$385K +7,047 New
HGWM
386
Horst & Graben Wealth Management
Oregon
$407K +$10.5K +192 +3%
AWM
387
Able Wealth Management
New Jersey
$405K +$378K +6,926 New
KLI
388
Kelman-Lazarov Inc
Tennessee
$405K – – –
VWM
389
Vigilare Wealth Management
Arizona
$404K +$164 +3 +0%
GIA
390
Gladstone Institutional Advisory
Florida
$404K -$55.1K -1,010 -13%
PWMG
391
Pinnacle Wealth Management Group
Michigan
$399K – – –
ETIA
392
Epic Trust Investment Advisors
Washington
$395K -$98K -1,794 -21%
BJL
393
Brighton Jones LLC
Washington
$393K +$1.47K +27 +0.4%
HWM
394
Howard Wealth Management
Connecticut
$391K -$18.3K -335 -5%
TPWA
395
TRUE Private Wealth Advisors
Oregon
$388K -$28.8K -527 -7%
GC
396
Gilbert & Cook
Iowa
$387K – – –
AWA
397
ARQ Wealth Advisors
Arizona
$387K -$16.4K -301 -4%
LMKC
398
L.M. Kohn & Company
Ohio
$386K -$40.5K -741 -10%
LWM
399
Liberty Wealth Management
California
$381K +$276K +5,051 +108%
AAS
400
Avantax Advisory Services
Texas
$370K -$23.1K -423 -6%
14 15
16
17 18