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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
PFP
501
Paragon Financial Partners
California
$331K +$699 +9 +0.2%
CIA
502
Concurrent Investment Advisors
Florida
$324K -$29.9K -385 -9%
BWP
503
Balboa Wealth Partners
Arizona
$323K – – –
LWMM
504
Legacy Wealth Management (Mississippi)
Mississippi
$320K – – –
OGF
505
Orin Green Financial
California
$314K -$20.1K -259 -6%
TWP
506
Total Wealth Planning
Ohio
$313K +$301K +3,879 New
LAS
507
Lloyd Advisory Services
Georgia
$311K -$115K -1,483 -28%
FHC
508
First Heartland Consultants
Missouri
$309K -$38.2K -492 -11%
TFM
509
Trademark Financial Management
Minnesota
$309K +$15.8K +203 +6%
BFP
510
Brewster Financial Planning
New York
$308K – – –
CHAM
511
Clear Harbor Asset Management
Connecticut
$308K – – –
KAS
512
KPP Advisory Services
Kentucky
$304K +$5.59K +72 +2%
FWM
513
Focused Wealth Management
New York
$301K -$15.4K -198 -5%
WEG
514
World Equity Group
Illinois
$300K -$29.2K -376 -9%
CI
515
CX Institutional
Indiana
$300K +$108K +1,387 +59%
FFWM
516
Future Financial Wealth Management
Ohio
$297K – – –
EWA
517
Emergent Wealth Advisors
New York
$293K +$69.8K +898 +33%
BCI
518
Brinker Capital Investments
Pennsylvania
$293K +$10.1K +130 +4%
KG
519
Kilter Group
New York
$292K +$281K +3,621 New
OWA
520
One Wealth Advisors
California
$290K – – –
FWM
521
Fortress Wealth Management
California
$290K – – –
IDA
522
Intelligence Driven Advisers
California
$289K +$279K +3,586 New
FMI
523
F/M Investments
District of Columbia
$289K -$114K -1,469 -29%
RPSA
524
Richard P. Slaughter Associates
Texas
$286K -$48.6K -625 -15%
BIG
525
Brooklyn Investment Group
New York
$285K – – –
19 20
21
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