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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
AA
501
Ancora Advisors
Ohio
$52.5K – – –
MA
502
Montag & Associates
Georgia
$52.4K – – –
CWM
503
Compass Wealth Management
Connecticut
$49.8K +$5.73K +105 +14%
HWA
504
HHM Wealth Advisors
Tennessee
$48.3K +$45.2K +827 New
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$46.8K – – –
PWMG
506
Provence Wealth Management Group
California
$44.7K +$41.7K +764 New
PA
507
PSI Advisors
Florida
$39.1K – – –
BFEC
508
Benjamin F. Edwards & Company
Missouri
$37K +$34.7K +635 New
FBC
509
Fairfield, Bush & Co
Connecticut
$35.1K +$32.8K +600 New
CWP
510
Concord Wealth Partners
Virginia
$32.3K – – –
AC
511
AlphaCore Capital
California
$32.1K +$30K +549 New
PWMA
512
Pension & Wealth Management Advisors
Massachusetts
$30.5K +$28.5K +522 New
CT
513
Cambridge Trust
Massachusetts
$28.1K – – –
GIA
514
GHP Investment Advisors
Colorado
$28K +$109 +2 +0.4%
SCA
515
Stuart Chaussee & Associates
California
$26K – – –
SIS
516
Sound Income Strategies
Florida
$25.5K -$12.4K -227 -34%
WT
517
Washington Trust
Rhode Island
$24.1K – – –
TFA
518
Toth Financial Advisory
Virginia
$22K – – –
LC
519
Lindbrook Capital
California
$19K – – –
NFA
520
Northwest Financial Advisors
Virginia
$18.5K +$17.3K +317 New
CSC
521
Caldwell Sutter Capital
California
$17.8K – – –
MCA
522
Maryland Capital Advisors
Maryland
$17.1K – – –
MFT
523
Moisand Fitzgerald Tamayo
Florida
$16.8K – – –
PAG
524
Paladin Advisory Group
Iowa
$16.4K -$109 -2 -0.7%
AWM
525
Abound Wealth Management
Tennessee
$15.5K +$109 +2 +0.8%
19 20
21
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