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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
MWM
476
McNaughton Wealth Management
California
$253K – – –
FWM
477
Fortress Wealth Management
California
$252K – – –
PVI
478
Pine Valley Investments
New Jersey
$246K – – –
TPWA
479
TRUE Private Wealth Advisors
Oregon
$245K -$11.4K -169 -5%
TFM
480
Trademark Financial Management
Minnesota
$242K -$1.49K -22 -0.6%
SAS
481
SMI Advisory Services
Indiana
$241K – – –
LK
482
Lumbard & Kellner
New Hampshire
$237K – – –
MWM
483
Meridian Wealth Management
Kentucky
$233K – – –
FPW
484
Flagship Private Wealth
Massachusetts
$226K +$270 +4 +0.1%
OWM
485
Opes Wealth Management
California
$226K – – –
AP
486
Atwood & Palmer
Missouri
$224K +$5K +74 +2%
CIA
487
Concurrent Investment Advisors
Florida
$222K +$214K +3,166 New
RDWM
488
Red Door Wealth Management
Tennessee
$220K +$675 +10 +0.3%
JC
489
JB Capital
Connecticut
$218K – – –
SFPM
490
Sensible Financial Planning & Management
Massachusetts
$216K +$208K +3,084 New
FA
491
FSA Advisors
Michigan
$214K -$5K -74 -2%
HOWA
492
Heritage Oak Wealth Advisors
Florida
$210K +$203K +3,000 New
NWWA
493
New Wave Wealth Advisors
Arkansas
$210K +$203K +3,000 New
BF
494
BOK Financial
Oklahoma
$208K – – –
EWA
495
Emergent Wealth Advisors
New York
$206K +$199K +2,940 New
TWM
496
Trevian Wealth Management
Massachusetts
$205K +$198K +2,927 New
TSS
497
Two Sigma Securities
New York
$204K +$197K +2,917 New
PPP
498
Private Portfolio Partners
New Jersey
$203K +$196K +2,902 New
CPC
499
Cookson Peirce & Co
Pennsylvania
$202K +$195K +2,890 New
MWC
500
MBM Wealth Consultants
Missouri
$202K -$13.3K -197 -6%
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