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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
IDA
576
Intelligence Driven Advisers
California
$321K – – –
HSG
577
Helen Stephens Group
Texas
$321K +$528 +6 +0.2%
FHC
578
First Heartland Consultants
Missouri
$319K -$14.5K -165 -4%
PVI
579
Pine Valley Investments
New Jersey
$319K – – –
SS
580
SBI Securities
Japan
$318K +$9.5K +108 +3%
HBS
581
Howard Bailey Securities
Indiana
$317K -$50K -568 -14%
CFS
582
CRA Financial Services
New Jersey
$312K – – –
PFP
583
Paragon Financial Partners
California
$308K -$6.07K -69 -2%
FMI
584
F/M Investments
District of Columbia
$306K -$18.7K -212 -6%
KIM
585
Kestra Investment Management
Texas
$304K -$252K -2,861 -46%
LAS
586
Legacy Advisory Services
Pennsylvania
$303K -$18.9K -215 -6%
CRI
587
Colonial River Investments
Virginia
$302K -$114K -1,296 -28%
FFWM
588
Future Financial Wealth Management
Ohio
$301K -$28.6K -325 -9%
FWM
589
Focused Wealth Management
New York
$299K -$16K -182 -5%
BWM
590
Buska Wealth Management
Wisconsin
$298K – – –
TPWA
591
TRUE Private Wealth Advisors
Oregon
$297K +$352 +4 +0.1%
TFCP
592
Twin Focus Capital Partners
Massachusetts
$293K – – –
RDWM
593
Red Door Wealth Management
Tennessee
$291K +$792 +9 +0.3%
6SA
594
6th Street Advisors
Alabama
$291K – – –
KRW
595
Kaufman Rossin Wealth
Florida
$290K – – –
QWM
596
Quadcap Wealth Management
Texas
$289K -$9.24K -105 -3%
PGFC
597
Peapack-Gladstone Financial Corp
New Jersey
$288K -$1.32K -15 -0.5%
WOSD
598
WFA of San Diego
California
$287K -$9.68K -110 -3%
FAM
599
Formidable Asset Management
Ohio
$284K – – –
RPSA
600
Richard P. Slaughter Associates
Texas
$281K -$14.8K -168 -5%
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