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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
SFPM
401
Sensible Financial Planning & Management
Massachusetts
$223K +$1.13K +20 +0.5%
DC
402
Darrow Company
Massachusetts
$223K +$216K +3,823 New
OWM
403
Opes Wealth Management
California
$218K -$3.17K -56 -1%
PWP
404
Perfromance Wealth Partners
Illinois
$215K +$208K +3,679 New
HIP
405
HUB Investment Partners
Texas
$212K -$30.7K -543 -13%
PGWM
406
Parisi Gray Wealth Management
New Jersey
$211K +$204K +3,609 New
CTA
407
Colonial Trust Advisors
South Carolina
$210K +$204K +3,600 New
FPW
408
Flagship Private Wealth
Massachusetts
$209K +$202K +3,569 New
FNBOMD
409
First National Bank of Mount Dora
Florida
$209K +$202K +3,573 New
FFG
410
Ford Financial Group
California
$208K +$202K +3,564 New
MPCG
411
Matrix Private Capital Group
New York
$207K – – –
LK
412
Lumbard & Kellner
New Hampshire
$207K +$204K +3,613 New
LW
413
Linscomb Wealth
Texas
$203K +$196K +3,471 New
BHWM
414
Bay Harbor Wealth Management
Maryland
$183K -$17.6K -311 -9%
SAM
415
Strategic Asset Management
Minnesota
$156K +$11.3K +199 +8%
AA
416
Ancora Advisors
Ohio
$151K – – –
FAG
417
Fortitude Advisory Group
Washington
$143K +$138K +2,447 New
EVM
418
Eaton Vance Management
Massachusetts
$134K +$73.3K +1,295 +130%
IA
419
IFP Advisors
Florida
$127K +$6.34K +112 +6%
PA
420
PSI Advisors
Florida
$96K -$381K -6,741 -80%
CIAS
421
Capital Investment Advisory Services
North Carolina
$85K +$27.2K +481 +50%
TWM
422
Tradition Wealth Management
Minnesota
$83K -$1.81K -32 -2%
RPCONE
423
Retirement Planning Company of New England
Rhode Island
$82K +$79.4K +1,403 New
CFD
424
Creative Financial Designs
Indiana
$78K +$8.26K +146 +12%
SWM
425
Selective Wealth Management
Virginia
$75K +$42.9K +758 +145%
15 16
17
18 19