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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
CWA
426
CogentBlue Wealth Advisors
Tennessee
$685K – – –
BFG
427
Berger Financial Group
Minnesota
$682K -$578 -7 -0.1%
PCM
428
Peirce Capital Management
Texas
$680K -$102K -1,236 -13%
PFG
429
Prosperity Financial Group
California
$679K -$250K -3,024 -26%
AT
430
Arlington Trust
Alabama
$667K – – –
NW
431
NewEdge Wealth
Pennsylvania
$662K +$692K +8,375 New
CWA
432
Crusonia Wealth Advisors
Colorado
$649K +$2.06K +25 +0.3%
SFM
433
Signet Financial Management
New Jersey
$646K -$826 -10 -0.1%
MIM
434
Moseley Investment Management
Florida
$626K +$29.4K +356 +5%
RWM
435
Ritholtz Wealth Management
New York
$623K -$4.13K -50 -0.6%
BMCM
436
Burns Matteson Capital Management
New York
$616K -$26.7K -323 -4%
SFG
437
Strive Financial Group
Indiana
$614K -$31.4K -380 -5%
SI
438
Stirlingshire Investments
New York
$612K – – –
JF
439
Jericho Financial
Ohio
$611K +$6.19K +75 +1%
FNBOO
440
First National Bank of Omaha
Nebraska
$609K – – –
RH
441
RFG Holdings
Texas
$609K – – –
GA
442
GSG Advisors
New Jersey
$608K +$1.9K +23 +0.3%
WWP
443
Wise Wealth Partners
Arizona
$601K +$165 +2 +0%
RA
444
Range Advisory
Virginia
$591K +$212K +2,562 +52%
VPWA
445
Vestia Personal Wealth Advisors
Indiana
$580K +$102K +1,235 +20%
CL
446
Choreo LLC
Illinois
$578K – – –
SWA
447
Stratos Wealth Advisors
Ohio
$577K +$22.1K +268 +4%
LFA
448
Laraway Financial Advisors
Minnesota
$569K +$72.8K +882 +14%
DWP
449
Destiny Wealth Partners
Florida
$569K -$7.1K -86 -1%
TF
450
Tompkins Financial
New York
$558K +$583K +7,060 New
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