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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
OPPS
426
Obsidian Personal Planning Solutions
Maryland
$209K +$198K +3,832 New
GW
427
GW & Wade
Massachusetts
$206K +$195K +3,789 New
LK
428
Lumbard & Kellner
New Hampshire
$203K +$190K +3,692 New
FPCP
429
Fort Point Capital Partners
California
$200K +$190K +3,679 New
PCMC
430
Private Capital Management (Colorado)
Colorado
$193K – – –
MPCG
431
Matrix Private Capital Group
New York
$193K – – –
BF
432
BOK Financial
Oklahoma
$163K – – –
IHWM
433
Iron Horse Wealth Management
Iowa
$146K -$193K -3,746 -58%
TSWM
434
Tyler-Stone Wealth Management
Ohio
$136K +$129K +2,506 New
SS
435
Sunbelt Securities
Texas
$135K – – –
PIAS
436
PCA Investment Advisory Services
Ohio
$135K +$128K +2,480 New
APC
437
Aspire Private Capital
North Carolina
$135K +$619 +12 +0.5%
PMFA
438
Plante Moran Financial Advisors
Michigan
$126K – – –
IA
439
IFP Advisors
Florida
$123K -$42K -815 -27%
HS
440
Horan Securities
United States
$110K +$32K +621 +45%
SWM
441
Spire Wealth Management
Virginia
$96.4K -$23.6K -458 -21%
PG
442
Prostatis Group
Maryland
$93K +$4.8M +92,976 New
S
443
SignatureFD
Georgia
$86.9K – – –
CTWM
444
Cherry Tree Wealth Management
Minnesota
$85.5K +$81K +1,570 New
KM
445
Kalos Management
Georgia
$81.4K – – –
NA
446
NewEdge Advisors
Louisiana
$80.2K -$265K -5,130 -78%
CWM
447
Compass Wealth Management
Connecticut
$76.3K -$69.7K -1,351 -49%
SF
448
Safeguard Financial
Wisconsin
$65K +$62.4K +1,209 New
IPW
449
Impact Partnership Wealth
Georgia
$62.6K +$59.3K +1,150 New
GWM
450
Grand Wealth Management
Michigan
$59.6K +$56.5K +1,095 New
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