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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
EA
551
Efficient Advisors
Ohio
$302K – – –
CHAM
552
Clear Harbor Asset Management
Connecticut
$302K – – –
WA
553
WBH Advisory
Maryland
$301K +$312K +3,774 New
XPN
554
XY Planning Network
Montana
$300K +$28.2K +342 +10%
FAM
555
Formidable Asset Management
Ohio
$297K -$6.19K -75 -2%
O3W
556
Omni 360 Wealth
New Jersey
$296K +$5.29K +64 +2%
MT
557
Midwest Trust
Kansas
$295K – – –
AR
558
Altar Rock
New York
$294K +$826 +10 +0.3%
PFP
559
Paragon Financial Partners
California
$292K -$29K -351 -9%
EWA
560
Emergent Wealth Advisors
New York
$291K +$1.9K +23 +0.6%
FHC
561
First Heartland Consultants
Missouri
$291K -$12.6K -153 -4%
RFG
562
Range Financial Group
Oregon
$290K -$5.12K -62 -2%
BSTWA
563
Blake Schutter Theil Wealth Advisors
Ohio
$286K -$660K -7,995 -69%
KG
564
Kilter Group
New York
$286K -$1.65K -20 -0.6%
SGCA
565
Steel Grove Capital Advisors
Tennessee
$285K – – –
OWA
566
One Wealth Advisors
California
$284K – – –
MWM
567
McNaughton Wealth Management
California
$284K +$12.5K +151 +4%
FMI
568
F/M Investments
District of Columbia
$283K – – –
SAI
569
Savvy Advisors Inc
New York
$282K +$86K +1,041 +41%
LAS
570
Legacy Advisory Services
Pennsylvania
$281K -$2.27M -27,519 -89%
IDA
571
Intelligence Driven Advisers
California
$280K – – –
HSG
572
Helen Stephens Group
Texas
$279K +$826 +10 +0.3%
PVI
573
Pine Valley Investments
New Jersey
$278K – – –
FWM
574
Focused Wealth Management
New York
$275K -$8.84K -107 -3%
FCH
575
Freestone Capital Holdings
Washington
$273K -$71.4K -865 -20%
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