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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
FAM
551
Formidable Asset Management
Ohio
$296K – – –
FWM
552
Focused Wealth Management
New York
$296K -$12.3K -150 -4%
FMI
553
F/M Investments
District of Columbia
$295K – – –
IDA
554
Intelligence Driven Advisers
California
$292K -$3.76K -46 -1%
KAS
555
KPP Advisory Services
Kentucky
$291K -$19.4K -237 -6%
HSG
556
Helen Stephens Group
Texas
$290K +$82 +1 +0%
FA
557
FSA Advisors
Michigan
$290K +$282K +3,443 New
PVI
558
Pine Valley Investments
New Jersey
$290K – – –
CFS
559
CRA Financial Services
New Jersey
$284K +$82 +1 +0%
MWM
560
McNaughton Wealth Management
California
$283K -$327 -4 -0.1%
XPN
561
XY Planning Network
Montana
$282K +$279K +3,418 New
RPSA
562
Richard P. Slaughter Associates
Texas
$282K -$10.3K -126 -4%
KIM
563
Kestra Investment Management
Texas
$279K -$12.1K -148 -4%
MGIA
564
Moneta Group Investment Advisors
Missouri
$277K +$26.2K +321 +11%
C1AG
565
Client 1st Advisory Group
Florida
$272K +$53.4K +653 +25%
BWM
566
Buska Wealth Management
Wisconsin
$270K – – –
TPWA
567
TRUE Private Wealth Advisors
Oregon
$269K +$409 +5 +0.2%
TFCP
568
Twin Focus Capital Partners
Massachusetts
$266K – – –
WOSD
569
WFA of San Diego
California
$265K -$1.39K -17 -0.5%
PGFC
570
Peapack-Gladstone Financial Corp
New Jersey
$264K -$4.09K -50 -2%
WEG
571
World Equity Group
Illinois
$264K -$42.8K -524 -14%
RDWM
572
Red Door Wealth Management
Tennessee
$263K +$818 +10 +0.3%
KRW
573
Kaufman Rossin Wealth
Florida
$262K – – –
MWM
574
Meridian Wealth Management
Kentucky
$262K +$40.4K +494 +18%
TSS
575
Two Sigma Securities
New York
$261K -$14.6K -178 -5%
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