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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
PWM
401
Paulson Wealth Management
Illinois
$545K -$288 -4 -0.1%
CPA
402
Cardiff Park Advisors
California
$544K +$1.87K +26 +0.3%
WWP
403
Wise Wealth Partners
Arizona
$542K +$546K +7,589 New
AAS
404
Ameritas Advisory Services
Nebraska
$532K +$11.6K +161 +2%
LWMM
405
Legacy Wealth Management (Mississippi)
Mississippi
$529K +$27.3K +380 +5%
SFG
406
SNS Financial Group
Minnesota
$516K -$49.9K -693 -9%
GIA
407
Gladstone Institutional Advisory
Florida
$514K +$55.8K +775 +12%
BPWM
408
Badgley Phelps Wealth Managers
Washington
$507K +$511K +7,100 New
AAS
409
Avantax Advisory Services
Texas
$503K -$67.5K -938 -12%
CA
410
Crumly & Associates
Illinois
$503K – – –
SIMC
411
Squire Investment Management Company
Utah
$503K – – –
SIM
412
Synergy Investment Management
Florida
$502K +$506K +7,031 New
MWM
413
Mission Wealth Management
California
$502K +$216 +3 +0%
SWM
414
SpringVest Wealth Management
Texas
$495K +$499K +6,931 New
IFPG
415
Intrepid Financial Planning Group
Indiana
$490K -$52.2K -725 -10%
PP
416
PrairieView Partners
Minnesota
$484K -$50.4K -700 -9%
RCM
417
Raleigh Capital Management
North Carolina
$480K +$120K +1,672 +33%
HWM
418
Howard Wealth Management
Connecticut
$479K -$288 -4 -0.1%
FZCM
419
Flynn Zito Capital Management
New York
$475K -$8.92K -124 -2%
VPWA
420
Vestia Personal Wealth Advisors
Indiana
$470K -$16.8K -233 -3%
PCIA
421
Prime Capital Investment Advisors
Kansas
$468K -$3.45K -48 -0.7%
SP
422
Successful Portfolios
Florida
$466K +$16.6K +230 +4%
PWMG
423
Pinnacle Wealth Management Group
Michigan
$466K +$9.28K +129 +2%
KLI
424
Kelman-Lazarov Inc
Tennessee
$461K -$7.34K -102 -2%
BJL
425
Brighton Jones LLC
Washington
$460K +$1.58K +22 +0.3%
15 16
17
18 19