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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
FRA
551
Front Row Advisors
California
$6.86K – – –
LFA
552
LGT Financial Advisors
Texas
$6.75K – – –
TVWM
553
Tower View Wealth Management
Wisconsin
$6.42K +$6.1K +100 New
MRCM
554
M&R Capital Management
New Jersey
$5.64K – – –
OCM
555
Orion Capital Management
California
$5.13K – – –
SPIA
556
Steward Partners Investment Advisory
New York
$4.75K – – –
KFS
557
Kelly Financial Services
Massachusetts
$4.38K – – –
DFA
558
DHJJ Financial Advisors
Illinois
$4.33K – – –
CFD
559
Creative Financial Designs
Indiana
$4.31K – – –
CPBTD
560
Central Pacific Bank - Trust Division
Hawaii
$3.58K +$3.42K +56 New
PP
561
Pacifica Partners
Canada
$3.31K – – –
FIM
562
FWL Investment Management
Texas
$3.14K – – –
EWM
563
EPG Wealth Management
Georgia
$2.63K – – –
WIA
564
Wetzel Investment Advisors
Indiana
$2.63K – – –
HCP
565
Hexagon Capital Partners
Arkansas
$2.57K – – –
TWC
566
TD Waterhouse Canada
Ontario, Canada
$1.72K -$5.55K -91 -77%
KIG
567
Kessler Investment Group
Indiana
$513 +$488 +8 New
CWM
568
Congress Wealth Management
Massachusetts
– -$4.12M -70,540 Closed
ARC
569
Advisor Resource Council
Texas
– -$3.54M -60,627 Closed
CAM
570
Congress Asset Management
Massachusetts
– -$2.5M -42,818 Closed
CA
571
Calton & Associates
Florida
– -$1.69M -28,953 Closed
FFN
572
Focus Financial Network
Minnesota
– -$1.56M -26,665 Closed
CIA
573
Concurrent Investment Advisors
Florida
– -$1.19M -20,274 Closed
LWM
574
LJI Wealth Management
Indiana
– -$1.04M -17,728 Closed
LCWP
575
Legacy Capital Wealth Partners
Arkansas
– -$1M -17,146 Closed
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