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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
JWM
526
Janiczek Wealth Management
Colorado
$20.6K – – –
CSC
527
Caldwell Sutter Capital
California
$20.2K – – –
MCA
528
Maryland Capital Advisors
Maryland
$19.4K – – –
PAG
529
Paladin Advisory Group
Iowa
$19K +$128 +2 +0.7%
MFT
530
Moisand Fitzgerald Tamayo
Florida
$18.2K – – –
SIS
531
Sound Income Strategies
Florida
$17.8K -$9.28K -145 -35%
AWM
532
Abound Wealth Management
Tennessee
$17.7K +$64 +1 +0.4%
BCWM
533
Bartlett & Co Wealth Management
Ohio
$17.4K – – –
CBT
534
Central Bank & Trust
Kentucky
$17.4K – – –
CMP
535
Coston McIsaac & Partners
Maine
$17K – – –
RIA
536
Realta Investment Advisors
Delaware
$13.9K – – –
AF
537
Advisornet Financial
Minnesota
$11.1K – – –
CPG
538
Cornerstone Planning Group
New Jersey
$10.8K +$10.9K +170 New
CT
539
Caldwell Trust
Florida
$9.95K – – –
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$9.36K +$9.03K +141 New
EWA
541
EverSource Wealth Advisors
Alabama
$7.22K +$6.85K +107 New
FRA
542
Front Row Advisors
California
$7.1K – – –
OC
543
Oakworth Capital
Alabama
$7.03K +$6.79K +106 New
LFA
544
LGT Financial Advisors
Texas
$7K +$64 +1 +1%
TVWM
545
Tower View Wealth Management
Wisconsin
$6.63K – – –
MRCM
546
M&R Capital Management
New Jersey
$5.84K – – –
OCM
547
Orion Capital Management
California
$5.31K – – –
SPIA
548
Steward Partners Investment Advisory
New York
$4.91K – – –
KFS
549
Kelly Financial Services
Massachusetts
$4.55K +$64 +1 +1%
DFA
550
DHJJ Financial Advisors
Illinois
$4.49K +$64 +1 +1%
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