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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
CG
426
Colony Group
Massachusetts
$222K +$219 +4 +0.1%
VHAM
427
Van Hulzen Asset Management
California
$221K – – –
GKWIM
428
Gerber Kawasaki Wealth & Investment Management
California
$218K +$8.47K +155 +4%
OGF
429
Orin Green Financial
California
$214K -$1.97K -36 -0.9%
FWA
430
FSM Wealth Advisors
Ohio
$214K -$10.4K -190 -4%
DWM
431
Dechtman Wealth Management
Colorado
$213K +$820 +15 +0.4%
MWM
432
McNaughton Wealth Management
California
$211K -$320K -5,859 -59%
PFP
433
Paragon Financial Partners
California
$211K +$656 +12 +0.3%
FMI
434
F/M Investments
District of Columbia
$209K -$186K -3,402 -46%
SW
435
Simplicity Wealth
New Jersey
$205K +$213K +3,896 New
EL
436
Essex LLC
Illinois
$202K – – –
CHAM
437
Clear Harbor Asset Management
Connecticut
$201K – – –
GI
438
Gradient Investments
Minnesota
$201K +$154K +2,821 +280%
TSWM
439
Tyler-Stone Wealth Management
Ohio
$195K +$66.3K +1,214 +48%
JFA
440
JNBA Financial Advisors
Minnesota
$193K -$82.5K -1,510 -29%
PCMC
441
Private Capital Management (Colorado)
Colorado
$186K – – –
MPCG
442
Matrix Private Capital Group
New York
$186K – – –
NS
443
NBC Securities
Alabama
$180K +$188K +3,436 New
PWMG
444
Prestige Wealth Management Group
New Jersey
$163K -$41.4K -757 -20%
BF
445
BOK Financial
Oklahoma
$154K – – –
AIM
446
Acropolis Investment Management
Missouri
$138K +$144K +2,626 New
RWPA
447
Richard W. Paul & Associates
Michigan
$133K -$3.61M -66,017 -96%
SS
448
Sunbelt Securities
Texas
$130K – – –
IHWM
449
Iron Horse Wealth Management
Iowa
$127K -$14.9K -272 -10%
PMFA
450
Plante Moran Financial Advisors
Michigan
$121K – – –
16 17
18
19 20