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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
FWM
401
Focused Wealth Management
New York
$257K -$11.8K -229 -5%
BFA
402
Beaumont Financial Advisors
Massachusetts
$256K – – –
WWM
403
WJ Wealth Management
Arizona
$254K +$241K +4,672 New
DCM
404
Donaldson Capital Management
Indiana
$254K +$241K +4,664 New
OIM
405
Orca Investment Management
Oregon
$249K -$9.44K -183 -4%
FNBOO
406
First National Bank of Omaha
Nebraska
$244K – – –
MG
407
Mather Group
Illinois
$242K +$14.4K +279 +7%
GWS
408
Glassman Wealth Services
Virginia
$239K -$22.8K -442 -9%
LA
409
Lifeworks Advisors
Michigan
$239K -$27.3K -530 -11%
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$238K -$307K -5,960 -58%
FWA
411
FSM Wealth Advisors
Ohio
$232K -$1.81K -35 -0.8%
OWA
412
One Wealth Advisors
California
$230K – – –
CG
413
Colony Group
Massachusetts
$230K +$206 +4 +0.1%
VHAM
414
Van Hulzen Asset Management
California
$229K – – –
OGF
415
Orin Green Financial
California
$224K +$722 +14 +0.3%
BCMLT
416
Beacon Capital Management LLC (Tennessee)
Tennessee
$224K +$413 +8 +0.2%
SWA
417
Sightline Wealth Advisors
Connecticut
$224K +$229K +4,437 New
DWM
418
Dechtman Wealth Management
Colorado
$221K +$209K +4,052 New
PFP
419
Paragon Financial Partners
California
$218K +$619 +12 +0.3%
GKWIM
420
Gerber Kawasaki Wealth & Investment Management
California
$217K +$206K +3,995 New
YIH
421
Y-Intercept (HK)
Hong Kong
$215K -$125K -2,425 -38%
PWMG
422
Prestige Wealth Management Group
New Jersey
$210K – – –
TRCT
423
Tower Research Capital (TRC)
New York
$209K -$463K -8,969 -70%
EL
424
Essex LLC
Illinois
$209K +$198K +3,845 New
CHAM
425
Clear Harbor Asset Management
Connecticut
$209K +$198K +3,832 New
15 16
17
18 19