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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
FMI
551
F/M Investments
District of Columbia
$295K – – –
IDA
552
Intelligence Driven Advisers
California
$292K -$3.76K -46 -1%
KAS
553
KPP Advisory Services
Kentucky
$291K -$19.4K -237 -6%
HSG
554
Helen Stephens Group
Texas
$290K +$82 +1 +0%
FA
555
FSA Advisors
Michigan
$290K +$282K +3,443 New
PVI
556
Pine Valley Investments
New Jersey
$290K – – –
CFS
557
CRA Financial Services
New Jersey
$284K +$82 +1 +0%
MWM
558
McNaughton Wealth Management
California
$283K -$327 -4 -0.1%
XPN
559
XY Planning Network
Montana
$282K +$279K +3,418 New
RPSA
560
Richard P. Slaughter Associates
Texas
$282K -$10.3K -126 -4%
KIM
561
Kestra Investment Management
Texas
$279K -$12.1K -148 -4%
MGIA
562
Moneta Group Investment Advisors
Missouri
$277K +$26.2K +321 +11%
C1AG
563
Client 1st Advisory Group
Florida
$272K +$53.4K +653 +25%
BWM
564
Buska Wealth Management
Wisconsin
$270K – – –
TPWA
565
TRUE Private Wealth Advisors
Oregon
$269K +$409 +5 +0.2%
TFCP
566
Twin Focus Capital Partners
Massachusetts
$266K – – –
WOSD
567
WFA of San Diego
California
$265K -$1.39K -17 -0.5%
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$264K -$4.09K -50 -2%
WEG
569
World Equity Group
Illinois
$264K -$42.8K -524 -14%
RDWM
570
Red Door Wealth Management
Tennessee
$263K +$818 +10 +0.3%
KRW
571
Kaufman Rossin Wealth
Florida
$262K – – –
MWM
572
Meridian Wealth Management
Kentucky
$262K +$40.4K +494 +18%
TSS
573
Two Sigma Securities
New York
$261K -$14.6K -178 -5%
SS
574
SBI Securities
Japan
$259K +$491 +6 +0.2%
ARC
575
Advisor Resource Council
Texas
$257K +$250K +3,052 New
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