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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
IA
526
IFP Advisors
Florida
$343K -$7.52K -92 -2%
LWMM
527
Legacy Wealth Management (Mississippi)
Mississippi
$343K +$15.2K +186 +5%
IAN
528
Integrated Advisors Network
Texas
$332K -$9.4K -115 -3%
BWP
529
Balboa Wealth Partners
Arizona
$330K – – –
CWM
530
Core Wealth Management
Florida
$322K +$319K +3,906 New
GCM
531
Gambit Capital Management
Tennessee
$322K +$319K +3,899 New
OGF
532
Orin Green Financial
California
$321K – – –
CIA
533
Capital Investment Advisors
Georgia
$319K -$445K -5,441 -58%
FHC
534
First Heartland Consultants
Missouri
$316K +$82 +1 +0%
JWCA
535
J.W. Cole Advisors
Florida
$315K +$6.13K +75 +1%
BFP
536
Brewster Financial Planning
New York
$315K – – –
EA
537
Efficient Advisors
Ohio
$315K +$312K +3,821 New
CHAM
538
Clear Harbor Asset Management
Connecticut
$315K – – –
PFP
539
Paragon Financial Partners
California
$315K -$23.7K -290 -7%
O3W
540
Omni 360 Wealth
New Jersey
$309K -$70.4K -861 -19%
RFG
541
Range Financial Group
Oregon
$308K +$17.8K +218 +6%
MT
542
Midwest Trust
Kansas
$307K +$305K +3,726 New
FFWM
543
Future Financial Wealth Management
Ohio
$303K -$654 -8 -0.2%
EWA
544
Emergent Wealth Advisors
New York
$302K +$1.8K +22 +0.6%
AWM
545
Accurate Wealth Management
Florida
$301K +$68.4K +836 +30%
KG
546
Kilter Group
New York
$300K +$818 +10 +0.3%
SGCA
547
Steel Grove Capital Advisors
Tennessee
$297K – – –
OWA
548
One Wealth Advisors
California
$297K – – –
FAM
549
Formidable Asset Management
Ohio
$296K – – –
FWM
550
Focused Wealth Management
New York
$296K -$12.3K -150 -4%
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